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Siebel Events Management Guide > Defining an Event > End-User Setup Procedures for Defining an Event > Adding Event ActivitiesAn activity in Events Management is an action item, such as creating collaterals, that needs to be assigned and completed prior to the start of an event. You enter these action items using the Activities view tab in Siebel Events Management. CAUTION: Some view tabs have names that closely resemble typical event action items, but which are, in fact, reserved for the products of action items. For example, the Collateral view tab is where collateral, a product, is stored after an individual creates collateral, an action. Use the Activities view to list action items such as creating collateral and to assign them to specific individuals. During this phase of event management, you enter activities for the event. Then, during the next phase of event management, event preparation, you assign the activities to specific staff members, and track activity progress. When entering activities, you can enter records individually for each event, or you can create a reusable activity template, which automatically associates a set of activities with any event you choose. You can also combine individual activities with activities from an activity template. If some activities in an activity template do not apply to an individual event, you can remove them from the event without affecting the template. The following procedure describes how to create a reusable activity template for an event. To create an Activity Template for an event
To associate an Activity Template with an event
The following procedure describes how to add an individual activity to an event. To add an activity to an event
For more information on working with activities, see Siebel Applications Administration Guide. |
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