Associating Activity Plans With Trouble Tickets

Activity plans include a list of activities to be completed to resolve a problem. If an appropriate activity template exists, then end users can select the template to populate their activities list with a defined set of activities. Then end users can customize the list, if necessary. For more information about working with activities and activity plans, see Siebel Applications Administration Guide.

To associate an activity plan with a trouble ticket

1. Navigate to the Trouble Tickets screen, then the Trouble Ticket List view.

2. Drill down on the ticket ID of the trouble ticket.

3. Click the Activity Plans view tab.

4. In the Activity Plans list, add a record.

5. In the Template field, select an Activity Template.