Adding Activities to Cases

You can associate an activity plan that has predefined activities with a case. To create a new activity template or modify an existing template, see Siebel Applications Administration Guide.

To add an activity to a case

1. Navigate to the Cases screen, then the Case List view.

2. Drill down on the Case Name field of the case record.

3. Navigate to the Activities view.

4. Create a new record, and complete the fields as appropriate.

5. In the new record, drill down on the Type field.

6. In the activity form, complete the additional fields, and select the activity display method in the Display In field.