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

Creating a MedEd Activity Template

Activity templates let you provide your MedEd event team with a list of standard activities required to successfully complete a particular type of event. Each activity plan for an individual event depends upon an activity template. Activity plans assist you in scheduling and assigning activities.

To create an activity template for a MedEd event

  1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
  2. In the Activity Templates list, add a record and complete the necessary fields.

    3. Some of the fields in an Activity Templates record are described in the following table.

    Field
    Comments
    Description
    Description of this activity template.
    Name
    The name of this activity template.
    Type
    The activity template type.

    NOTE:  Leave the Sales Stage, Sales Method, and Protocol Title fields blank. These fields do not apply to MedEd activities.

Associate individual activities with the template, as described in Applications Administration Guide.

NOTE:  Lead times for MedEd activities are defined as the amount of time between the start date for an activity plan and the date that the selected activity should start.


 Siebel Life Sciences Guide 
 Published: 18 April 2003