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.