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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
- Navigate to the MedEd screen, then the MedEd Plans view.
- In the Plans list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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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. |
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. |
- In the form, enter any additional details.
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
- Navigate to the MedEd screen, then the MedEd Plans view.
- In the Plans list, drill down on the Name of the plan for which you want to specify a subplan.
- In the Sub-Plans list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Assigned To |
Person responsible for carrying out the subplan. |
Budget |
Amount of money that the subplan authorizes the responsible person to spend. If you want 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 Siebel 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.
- Scroll down to the Events list.
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 topic, Setting Up MedEd Events.
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