Siebel Life Sciences Guide > Using Personalized Content Delivery > Working with Messaging Plans >

Defining Access to, Releasing, and Revising Messaging Plans

When finished associating literature (presentation items and related messages) with messaging plans, you must define access to the messaging plan and then release the messaging plan. If the SADMIN user group is granted access to a messaging plan, then the released messaging plan is visible to Siebel administrators only. Until you define access to a messaging plan using the Access Group tab, the messaging plan will not be visible to any other Siebel user group. After releasing a messaging plan, you can revise it as required. Only released messaging plans are available for detailing in the PCD Viewer.

Providing Access to Messaging Plans

You can control access to the messaging plan, presentation items, related messages, and detailed messages.

To assign access groups to a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan list, select a messaging plan and then drill down on the Name field.
3. Click the Access Group tab.
4. In the Categories list, add a new category record and complete the necessary fields.

   You must choose a catalog on the Add Category dialog box that appears, and then click OK.

   The catalog that you choose must contain the users to whom you want to grant access. If you do not see a suitable catalog, then create a new catalog in Siebel CRM, add user lists to that catalog (make sure that appropriate users have been added to the user lists), and then choose that catalog in the Access Group tab. For more information about defining access control using Catalog administration, see Siebel Order Management Guide.

   Some fields are described in the following table.

   Field	Description
   Category Name	The category name associated with the messaging plan, presentation items, related messages, and detailed messages.
   Display Name	The display name for the access group.
   Catalog Name	The catalog name used to control access to the messaging plan, presentation items, related messages, and detailed messages.
   Description	Enter a description for the access group.
   Effective Start Date	Enter the date when the catalog becomes visible to the assigned users.
   Effective End Date	Enter the date when the catalog will no longer be visible to the assigned users.

5. To remove an access group, select the category record and then delete the record.
6. Click Refresh Cache to view the recent changes to your messaging plans.
7. Navigate away from the record to save your changes to it.

Releasing a Messaging Plan

You can release a messaging plan if its status is equal to Approved. When you create a new messaging plan, its status is In Progress. The messaging plan must go through the approval process. You must set the status to Submitted and associate a required category with the messaging plan so that approvers have access to the messaging plan.

The approver can then set the status of the messaging plan to either Approved or Rejected. If the status is Approved, then you can release the messaging plan by setting the status to Released and by associating the required category with the messaging plan to make it visible to the required sales representatives.

To release a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan list, select the messaging plan that you want to release.
3. In the Status field, change the status to Released to submit the messaging plan for approval.

   When you create a messaging plan, the status is set to In Progress. You can subsequently change the status to Submitted and then Approved before finally setting the status to Released. After you change the status to Released:

   • The messaging plan release date is automatically set.
   • The expiration date field becomes editable and a required field. That is, you must type a suitable expiration date into the Expiration Date field, otherwise you will not be able to save the messaging plan with a status of Released.
   • The messaging plan is available for detailing. That is, the messaging plan is available in the PCD Viewer to show to customers. Messaging plans that do not have a status of Released are not available in the PCD Viewer to show to customers.
   • The messaging plan is visible to the user groups that have been granted access as shown in Providing Access to Messaging Plans.

Revising Messaging Plans

You can only revise a messaging plan with status of Released. Revising a messaging plan creates a new copy of the original messaging plan and increments the version number. After you make modifications, the new version of the messaging plan can be released.

You can also specify a Start Date and an Expiry Date for a messaging plan. Release Date, Start Date and Expiry Date control when users with access to a messaging plan can start to use the messaging plan in PCD Viewer during calls with customers.

NOTE:  When you revise a messaging plan, a new version number is created and the revised messaging plan must go through the same approval process before it become active. When the new version is active, the older version does not become inactive.

Two or more versions of a messaging plan can be active simultaneously. A messaging plan is active if the release date is before or is today's date, and is before the expiration date. When you load messaging plans in PCD Viewer, only the highest, active version of a messaging plan is loaded. For more information about loading messaging plans in PCD Viewer, see Availability of Messaging Plans in the PCD Viewer.

To revise a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan list, select a messaging plan that has a status of Released.
3. Click Revise.

   A copy of the messaging plan you selected in the previous step is created where only the value in the Version field changes by increasing by one. Note that the Access Group information defined for the messaging plan you selected in the previous step is not copied over to the revised messaging plan.

4. Define access to the (revised) messaging plan as shown in Providing Access to Messaging Plans.
5. Release the (revised) messaging plan as shown in Releasing a Messaging Plan.