Session Registration and Activity Records

As part of session management, the workflow performs the following tasks:

  • When a session is first created, the workflow creates an Activity record to track that session, and sets the Activity Type = Session.

  • When an event manager registers a person for the session, the workflow adds the person’s name to the list associated with the Activity record.

These workflow activities are generated so that all internal employees who are registered for a session can see that session displayed on their personal calendar within the Siebel application (shown in the Calendar screen). In addition, for all external contacts who are registered for a session, an Activity of Type = Session shows on the contact-centric calendar, which is found in the Contacts screen, Calendar view.

The following image illustrates the workflow triggered during session registration as follows:

  1. The Event Manager registers attendee for a session.

  2. The workflow adds the person’s name to the list associated with the activity record

  3. Then an activity displays on the attendee’s personal calendar.

    In addition, the activity displays on the Contacts screen, Calendar view.

Session Registration Workflow: This image is described in the surrounding text.