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Creating Recommended Activities for Objectives

You can add one or more recommended activities to an objective. Recommended activities:

• Are associated with every target account that is added to the objective.
• Are not assigned to individuals because they are used when planning visits to all of the targeted accounts.
• Can optionally be associated with individual products if certain activities apply to specific products.

This task is a step in Process of Working with Objectives.

To add a recommended activity to an objective

1. Navigate to the Objectives screen, then the Retail Objective List view.
2. In the Objectives list, drill down on the Objective field hyperlink for the record to which you want to add an activity.
3. Click the Activities view tab, create a new record in the Activities list, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Activity Type	The type of activity to perform, for example, a retail assessment or presentation.
   Earliest Start	The suggested date the recommended activity begins; the default is the objective period start date. If you choose to edit this field, the date must be in the period assigned to the parent objective.
   Latest Finish	The suggested date the recommended activity ends; the default is the objective period end date. If you choose to edit this field, the date must come after the earliest start date for the recommended activity and must be in the period assigned to the parent objective.
   Products	Each activity can have one or more products associated with it. The choice of products is restricted to products that are associated with the objective.
   Assessment Template	The name of the assessment template that is assigned to the recommended activity. If the recommended activity requires an assessment completion, you can associate the relevant assessment template with the recommended activity. For information about assessment templates, see Siebel Applications Administration Guide.
   Required	Select this field to indicate that the representative must complete or reschedule the activity before the representative completes a visit.
   Routine	Select this field to indicate that the activity applies to every retail visit. For example, even after a representative completes the activity on a visit, the activity appears on every subsequent visit that is planned between the activity's earliest start and latest completion dates. Clear this field to indicate that the activity is nonroutine. When the activity is completed or when the date of the visit is greater than the activity's Latest Completion date, the activity is no longer available for visits.
   Role	If you are using Territory Management, use this field to assign the activity to only positions that have this role. For more information about Territory Management, see Siebel Territory Management Guide.
   Category	If you are using Territory Management, use this field to assign the activity to only positions that are associated with this category.
   Assign To All	If you select this field, the activity is created for each member of the account team. If you do not select this field, the activity is created for only the primary member of the account team. Do not select this field if you use the Role and Category fields.