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Adding Activity Plans to Technical Documents

An activity plan derives from a predefined activity template. An activity template contains multiple "canned" activities that can be associated with a release item. This saves end users from having to enter each activity manually, and helps to standardize activities for technical publications teams.

To add an activity plan to a technical document

  1. Navigate to Site Map > Release > Technical Documents.
  2. In the Technical Documents list, select a technical document to which you want to add activities.
  3. Click the Activity Plans view tab.
  4. In the Activity Plans list, add a new record.
  5. In the Template field, select an activity template on which to base this activity plan.
  6. Complete other fields as needed.

    7. When you have associated the activity plan with the technical document, all the activities in the activity plan become associated with the technical document and appear in the Activities view tab.


 Siebel Field Service Guide 
 Published: 21 April 2003