1. Energy Guide
  2. Associating an Activity with a Premises in Siebel Energy (End User)

Associating an Activity with a Premises in Siebel Energy (End User)

End users can create an activity and associate it with a premises for the following reasons:

  • Remind themselves of procedures related to a premises that they must perform.

  • Communicate procedures related to a premises that other members of the organization must perform.

To associate an activity with a premises

  1. Navigate to the Premises screen, then the Premises List view.

  2. Drill down on the address of the premises.

  3. Click the Activities view tab.

  4. In the Activities list, add a record, and complete the necessary fields.