Adding Event Plan Details

This section describes how to create an event plan, which generates events. Creating an event plan also generates an activity in the Activities screen.

The lists and forms for event plans and events use much of the same information. Many of the fields you enter for the event plan are inherited by its events. Each event inherits the values in the parent event fields when it is initially saved. After the initial save, the Status field and the Display on Website field inherit changes made to the parent event.

An event plan’s Status field can be used to hide the event, and its events and sessions, from all users who are not using an Events Administrator Log In ID. This is accomplished by choosing the value Restricted in the Status field of an event. The Restricted status is then copied to that event’s events and sessions. This also works in reverse—if a session’s status is changed to Restricted, the change affects, or gets copied to, the status of the event or event plan.

Note: For Finance customers, to hide the event, choose the value of Hidden in the Status field of an event. This hides the event from sales people and other employees who do not have administrative log in.

When creating an event plan, you can specify a value in the Event Frequency field. This field, along with the event plan start and end date, determines how many event records will automatically be generated under the event plan. For example, if the event plan spans 10 days, and the event plan frequency is daily, then 10 events will be generated. When creating a new event plan, events are automatically generated upon saving the event plan record. To generate events for existing event plans, use the Create Events button on the event plan form applet. You can use only the Create Events button to generate events if no events exist for the event plan.

The following procedure describes how to create an event plan.

Note: To avoid manually updating the events that the event plan generates, enter as much information as possible in the event plan record before you save it for the first time.

To create an event plan

1. Navigate to the Site Map > Events > Event Plans view.

2. From the visibility filter, select All Event Plans.

3. In the Event Plans list, create a new record, and complete the necessary fields.

   Note: As the event plan creator, you will automatically be selected as the primary team member.

   Siebel Events Management automatically generates events for each day, including the start and end dates for the parent event. To change the event frequency, in the More Info form, select an event Frequency.