Associating Activity Plans with 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 associate an activity plan with 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 Activity Plans view.

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

5. In the new record, select the predefined template in the Template field.

6. Scroll down to the Activities list to view the predefined activities that are associated with the activity plan.