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Administrator Procedures for Referrals and Authorizations

The following administrator procedures are described in this section:

• To create an activity plan template
• To create activities for the template

Activity Plan Templates allow you to create and manage activities related to referrals and authorizations. You define templates using the Administration - Data screen's Activity Templates and Activity Template Details views.

To create an activity plan template

1. Navigate to Site Map, Administration - Data, and then the Activity Templates.
2. In the Activity Templates list, add a record.
3. In the Name field, type a name for the template.
4. In the Type field, choose FINS Referrals Authorizations.
5. Complete the remaining necessary fields.

For more information on creating activity templates, see Siebel Applications Administration Guide.

Creating Activities for the Template

Use the following procedure to create activities for the template.

To create activities for the template

1. Navigate to Site Map, Administration - Data, and then the Activity Templates.
2. In the Activity Plan Templates list, select a template.
3. Click the Activity Template Details view tab.
4. In the Activity Template Details list, add a record.
5. Complete the necessary fields for each activity assigned to the template.

NOTE:  Repeat Step 2 through Step 5 to add additional activities to the template.