Siebel Fundamentals for Siebel Open UI > Using the Calendar >
Reassigning Activities
After creating an activity and adding employees to it, you might want to reassign the activity to a different employee. That is, you might want to make a different employee the primary employee for the activity. To reassign an activity
- Navigate to the Calendar screen.
- In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.
The Calendar Detail form appears.
- In the Employees field, click the select button.
The Employees multiple selection dialog box appears showing the list of selected employees for the activity, and the primary employee appears with a check mark in the Primary field.
You must change the primary employee to reassign the activity.
- If the employee to whom you want to assign the activity appears in the list of selected employees, then do the following:
- Click the Primary field in the record for this employee, and click OK.
The activity is reassigned.
- If the previous primary employee is no longer involved with the activity, then access the Employees multiple selection dialog box again, and remove that employee from the list of selected employees.
- If the employee to whom you want to assign the activity does not appear in the list of selected employees, then do the following:
- Click Show Available to show the list of available employees for the activity.
- Select the employee to whom you want to assign the activity, and click Add.
The added employee appears in the list of selected employees.
- Click the Primary field in the record for the added employee.
- Click OK.
- If the previous primary employee is no longer involved with the activity, then access the Employees multiple selection dialog box again, and remove that employee from the list of selected employees.
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