Siebel Life Sciences Guide > Managing MedEd Events > Administrator Procedures >

Creating Master MedEd Plans

Administrators and managers create master MedEd plans to allocate funding resources and spending privileges to end users who perform tasks associated with a MedEd event. Each person who receives a funding allocation from a specific MedEd plan can create one or more subplans to further specify how the funds will be allocated. For more information on creating MedEd plans and subplans, see Setting Up a MedEd Plan.

To create a MedEd master plan

  1. From the application-level menu, choose View > Site Map > Data Administration > MedEd Planning.
  2. In the Plan Administration form, add a record and complete the necessary fields.

    3. Some of the fields in a Plan Administration record are described in the following table.

    Field
    Comments
    Assigned To
    Person responsible for carrying out the plan. Defaults to the current user name.
    Budget
    Amount of money authorized for spending under the plan.
    Funds
    One or more funds (cost centers) associated with the plan.
    Objective
    One or more purposes to be accomplished by holding MedEd events associated with the plan.
    Period
    Time period during which the plan is to be used.
    Plan ID
    An unique alphanumerical value identifying the plan. The application automatically assigns this value when you create the plan record.
    Plan Name
    Name for a plan that you want others to associate with MedEd events.
    Products
    Products to be promoted with the funds supplied under this plan.
    Status
    Indicates whether the plan is currently active or inactive.


 Siebel Life Sciences Guide 
 Published: 18 April 2003