Creating Activity Plans for Sites

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

To create an activity plan for a site

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

2. Complete one of the following to create an activity plan for a new or an existing site.

   1. To create an activity plan for a new site:

      • Click Create Site in the Task Pane applet.

      • Enter site data on the page that appears - all fields are described in Creating Sites.

      • Select Yes for Activity Plans and then click Submit.

   2. To create an activity plans for an existing site:

      • Click Other Site Tasks in the Task Pane applet.

      • Select the record that you want in the Sites list and then click Submit.

      • Select Yes for Activity Plans and then click Submit.

3. Enter activity plan details on the page that appears - some fields are described in the following table.

   Field	Description
   Planned Start	Select the date and time to start the activity plan.
   Templates	Select the template for the activity plan.
   Description	This field is automatically populated when you select a template for the activity plan.
   Lock Assignment	Lock the assignment as required by selecting this field.

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

5. 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.

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

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