Case Activity Plans

Agencies can incorporate standard practices for case management into activity plans that are associated with cases to make sure that all cases are handled in a consistent manner. An activity plan is a set of tasks (activities in the Siebel data model) that users must complete to finish processing the case. An administrator can create the activity plans using the Activity Templates view of the Administration - Data screen. In the template, administrators can assign each discrete activity a description, priority, duration, and other details. When creating case activity plans, the Type field value is set to Case so that the activity plan is available from the Cases screen. Developers can use workflows to automate the process of adding activity plans to a case record. For more information, see Siebel Applications Administration Guide, Siebel Business Process Framework: Workflow Guide, and Activating Siebel Public Sector Workflows.