Collaborating with Partner Organizations

When your organization prepares for an event, you may find it useful to collaborate with a partner organization that may benefit from sponsoring an aspect of the event. A partner may sponsor the event through financial support, or may provide services, equipment, speakers, and so on. A partner organization may be associated with an event or an individual session. Siebel Events Management provides lists and forms to help you keep track of partner commitments.

The following procedure describes how to associate a partner organization with an event. This procedure assumes that the partner organization has already been added through the Partners screen in your Siebel application.

To associate a partner organization with an event

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

2. In the Event Plans list, select and drill down on the event for which you wish to associate a partner organization.

3. Click the Schedule view tab, and then click Events.

4. In the Events list, drill down on the event name.

5. Click the Participants view tab, and then click Partners.

6. In the Partners list, create a new record, and complete the fields.

To associate a partner organization with a session

1. Navigate to the Site Map > Sessions view.

2. In the Sessions list, select and drill down on the session for which you wish to associate a partner organization.

3. Click the Participants view tab, and then click Partners.

4. In the Partners list, create a new record, and complete the fields.

   For sessions, by default, the Role, Value, and Partner Status fields display the values for the corresponding partner record for the event. You can change these values at the session level without affecting the partnership data at the event level.

   The following table describes some fields in the Partners list.

   Field	Comments
   Role	The role of the partner organization. Typical values include Exhibitor, Sponsor, Co-Host, Advertiser, Partner, Strategic Partner, Premier Partner, Base Partner, Gold Sponsor, Silver Sponsor, and Bronze Sponsor. LOV Type: EVENT_PARTNER_ROLE
   Partner Status	The status of arrangements with the partner organization. Typical values include Offered, Requested, Paid, Fulfilled, and Pending. Offered means that the partner organization has offered to be a partner. Requested means that the event-hosting organization has asked the partner organization for a partnership.
   Value	The monetary value of the partner organization’s commitment.