Creating Product Issue Activity Templates

Product issue activity templates are used to create a standard set of activities that the quality manager and other employees do to investigate product issues.

This task is a step in Process of Adverse Events and Complaints Investigation.

To create a product issue activity template

  1. Navigate to the Administration - Data screen, then the Activity Templates view.

  2. In the Activity Templates list, create a new record and complete the necessary fields.

    1. Set the Type field to Product Issue.

    2. Leave these fields blank: Sales Stage, Sales Method, Protocol Title; they do not apply to product issue activities.

  3. Associate individual activities with the template, as described in Siebel Applications Administration Guide.

    Note: Lead times for product issue activities are defined as the amount of time between the start date for an activity plan and the date that the selected activity should start.