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Creating Activity Templates


Administrators can create activity templates. These templates can contain any number of service activities. Users select activity templates to create activity plans. Activity plans contain the activities in the selected template. For more information, see Service Activity Templates and Activity Plans.

This task is a step in Process of Administering Service Activities.

To create an activity template

  1. Navigate to the Administration - Data screen, then the Activity Templates view.
  2. Create a new activity template record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Public

    Select this check box to indicate customer, partner, and employee applications can access the information.

    Auto Trigger

    Select this check box to move the activities from this template to a sales stage when a user selects the sales stage for an opportunity.

  3. Click the Service Details view tab.
  4. Create a new service details record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Duration

    Select the complete duration (in minutes) of the activity. The complete duration of the activity is the work time and the break time.

    Lead Time

    Type the amount of time for travel to, or other preparation for, the activity.

    Lead Units

    Select the unit of measurement for the Lead Time field.

    Breakable

    Select this check box to allow the Optimizer to insert a break into the activity. If you do not select this check box, then a break is not allowed during the activity. For more information, see Breaks. For more information about the Optimizer, see Scheduling Using Siebel Scheduler.

    Work Time

    Type the amount of work time (in minutes) for the activity.

    Lock Assignment

    Select this check box to indicate Assignment Manager cannot reassign the activity to an employee.

    Category

    Select the category for the activity. For more information about the effects of selections in this field, see Category Field.

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