Creating Activity Plans for Existing Regions

The following procedure shows how to create activity plans for existing regions using Siebel Clinical task-based UI.

To create an activity plan for an existing region

1. Click the Tasks icon on the application taskbar to open the Task Pane applet for Siebel Clinical.

2. Click Other Region Tasks in the Task Pane applet.

3. Select the record that you want in the Regions list and then click Submit.

4. Select Yes for Activity Plans and then click Submit.

5. Enter activity plan details on the page that appears - all fields are described Creating Activity Plans for Sites.

6. If required, click the plus (+) icon to create additional activity plans.

7. If required, click Pause at any time to pause the task.

   The task moves to your Inbox where you must go when you want to resume work on the task.

8. If required, click Cancel at any time to cancel the task.

9. Click the check box next to each activity plan that you want to associate with the region and then click Submit to submit the task - that is, create the activity plan(s) for the region.