Siebel Life Sciences Guide > Managing MedEd Events > End-User Procedures >

Setting Up a MedEd Plan

A MedEd plan is a database record that lets end users specify common funding for a group of medical education events that have a common objective. A subplan allocates a specific amount of the parent plan's funding to a given user in order to help accomplish the parent plan's objectives.

End users can compare aggregated actual costs of event activities with the MedEd plan budget at any time. For information on tracking costs, see Tracking Costs of MedEd Activities.

To create a MedEd plan

  1. Navigate to the MedEd screen.
  2. From the Show drop-down list, select My MedEd Plans.
  3. In the Plans list, add a record and complete the necessary fields.

    4. Some of the fields in a Plans record are described in the following table.

    Field
    Comments
    Assigned To
    Person responsible for carrying out the plan.
    Budget
    Amount of money that the plan authorizes the responsible person to spend.
    Parent Plan Name
    Blank for master plans. For subplans, the application automatically provides the name of the associated parent plan.
    Periods
    Time period during which the plan is to be used. Administrators use the Marketing Administration screen to define periods.
    Plan Name
    The name of the MedEd plan for which team members can associate event costs with a given fund.
    Products
    Products to be promoted with the funds supplied under this plan.
    Status
    Status of the plan. Defaults to Active.

  4. In the More Info form, enter any additional details.

    5. The application automatically creates an unique alphanumeric value for the Plan ID.

Specify the details of the new MedEd Plan by creating subplans as described in the next procedure.

To create a subplan

  1. Navigate to the MedEd screen.
  2. From the Show drop-down list, select My MedEd Plans.
  3. In the Plans list, drill down on the Name of the plan for which you want to specify a subplan.

    4. The Plans form appears.

  4. In the Sub-Plans list, add a record and complete the necessary fields.

    5. Some of the fields in a Sub-Plans record are described in the following table.

    Field
    Comments
    Assigned To
    Person responsible for carrying out the subplan.
    Budget
    Amount of money that the subplan authorizes the responsible person to spend. If you wish to keep some funding in reserve, do not allocate the entire amount of the parent plan to the subplans.
    Name
    Name of the subplan.
    Objective
    One or more purposes to be accomplished by holding the MedEd events associated with the subplan.
    Period
    Time period during which the subplan is to be used. For more information on defining periods, see Applications Administration Guide.
    Products
    Products to be promoted with the funds supplied under this subplan.
    Status
    Status of the subplan. Defaults to Active.

    The application automatically populates the subplan Plan Status and Assigned To fields.

  5. Scroll down to the Events list.

    6. In this view, the Events list is read-only.

    When you create an event, you associate the event with a funding plan by assigning fractions of the event cost to specific end users. Once an event has been associated with an end user, that user designates which MedEd plan will be charged for his or her share of the total event costs. For more information, see the next section, Setting Up MedEd Events.


 Siebel Life Sciences Guide 
 Published: 18 April 2003