Working with Event Activities

Event activities are assigned to event team members—employees from the event-hosting organization who have operational responsibilities for event planning, preparation, and implementation. Some activities may be more appropriately assigned to people outside the event-hosting organization, such as vendor or venue representatives, or organizational employees who are not on the event team. Together, event team members and other people with event responsibilities are called event staff.

In order to assign an event to an event staff member using Siebel Events Management, the individual must be listed in the Siebel System Person table.

Note: An activity related to an event is assigned in the Events list, not in the Sessions list, even if it is for a particular session within the event.

To assign an event activity

  1. Navigate to the Site Map > Events > Event view.

  2. In the Events list, select and drill down on the Event Name.

  3. Click the Schedule view tab, and then click Events.

  4. In the Events list, select and drill down on the event for which you want to assign an activity.

  5. Click the Plan view tab, and then click Activities.

  6. In the Activities list, select and drill down on the Type field.

  7. Do one of the following:

    • If you are assigning this activity to an employee of your organization, in the Employees field of the Activity form, click the select button and select an employee.

    • If you are assigning this activity to a contact outside your organization, in the Contacts field of the Activity form, click the select button and select a contact.