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Setting Up a MedEd Plan

This task is a step in Process of Managing MedEd Events.

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.

Creating a MedEd Plan

The following procedure shows you how to create a MedEd plan.

To create a MedEd plan

1. Navigate to the MedEd screen, then the MedEd Plans view.
2. In the MedEd Plans list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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.

3. In the form, enter any additional details.

   The application automatically creates an unique alphanumeric value for the Plan ID.

Creating a Subplan

Specify the details of the new MedEd Plan by creating subplans as described in the next procedure.

To create a subplan

1. Navigate to the MedEd screen, then the MedEd Plans view.
2. In the MedEd Plans list, drill down on the Name of the plan for which you want to specify a subplan.
3. In the Sub-Plans list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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.

4. Go to the Events applet.

   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.