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Siebel eEvents Management Guide > Defining an Event > End-User Setup Procedures for Defining an Event >

Creating Event Management Activities

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An activity in eEvents Management is an action item, such as creating collateral, that needs to be assigned and completed prior to the start of an event. These action items are entered using the Activities view tab in Siebel eEvents Management.

NOTE:  Some view tabs have names that closely resemble typical event action items, but which are, in fact, reserved for the products of action items. For example, the Collateral view tab is where collateral, a product, is stored after an individual creates collateral, an action. Use the Activities view to list action items such as creating collateral and to assign them to specific individuals.

During this phase of event management, you enter activities for the event and its subevents. Then, during the next phase of event management, event preparation, you assign the activities to specific staff members, and track activity progress.

When entering activities, you can enter records individually for each event, or you can create a reusable activity template, which automatically associates a set of activities with any event you choose.

You can also combine individual activities with activities from an activity template. If some activities in an activity template do not apply to an individual event, they can be removed from the event without affecting the template.

The following procedure describes how to create a reusable activity template for an event.

To create an Activity Template for an event

From the application-level menu, select Application Administration > Activity Templates.
In the Activity Templates list, create a new activity template.
In the Type field, select Event Management.
Leave the Sales Stage and Sale Method fields blank, because they do not apply to Siebel eEvents Management activities.
In the Activity Templates Details tab, create a new activity template detail record for each activity associated with the activity template.

For information on creating activity templates, see Applications Administration Guide.

To associate an Activity Template with a subevent

From the application-level menu, choose View > Site Map > Events > All Events.
In the Events list, select an event.
Click the Sub-Events tab and select the Sub-Event that you want to associate with the activity template.
Click the Activity Plans view tab. In the Activity Plans list, create a new record.
In the Template field, choose a predefined template from the drop-down list.
Complete other fields as needed.
In the Activities list, click any link in the Activity Type field to edit details of that activity.

The display changes from the Events screen to the Activities screen, and an Activity form and an Attachments list are displayed.

The following procedure describes how to add an individual activity to a subevent.

To add an activity to a subevent

From the application-level menu, choose View >Site Map >Events > Sub-Events.
Click the Activities view tab, and, in the Activities list, click New.
Fill in the fields, as needed.

A modified list of activities appears.

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