1. Siebel Insurance Guide
  2. Defining Activity Plan Templates for Group Policies

Defining Activity Plan Templates for Group Policies

Activity Plan Templates allow you to create and manage activities related to group policies. You define templates using the Administration - Data screen Activity Templates and Activity Template Details views.

To create an activity plan template

  1. Navigate to the Site Map, Administration - Data, and then Activity Templates.

  2. In the Activity Plan Templates list, add a record.

  3. In the Name field, type a name for the template.

  4. In the Type field, choose FINS Group Policy.

  5. Complete the remaining necessary fields.

For more information, see Siebel Applications Administration Guide.