Creating an Activity Plan for a MedEd Event
The following procedure describes how to create an activity plan for an individual MedEd event, where the plan contains a combination of tasks derived from an activity template and tasks that are specific to the given event.
To create an activity plan for a Med Ed event
Navigate to the MedEd screen, then the MedEd Events view.
In the MedEd Events list, drill down on an event.
Click the Activity Plans tab.
In the Activity Plans list, create a new record and complete the necessary fields.
Some fields are described in the following table.
Field Comments Lock Assignment
Determine whether the Assigned To field should be locked. If the activity is locked, Assignment Manager does not access it. If it is unlocked, Assignment Manager can reassign it.
Planned Start
Refers to the date that planning and preparation for an event starts, rather than the date that the MedEd event starts.
Changing the value of Planned Start in an activity plan automatically changes the value of all Due dates for activities that are a part of that plan. In contrast, changing the value of an individual activity’s Due date does not affect the values of Due dates for other activities or the Planned Start date for the activity plan.
Template
Select an activity template from the drop-down list. Individual activities from the selected template appear in the Activities list. For more information on creating activity templates, see Siebel Applications Administration Guide.
If this event involves activities that are not included in the selected activity plan template, click the Activities tab.
In the Activities list, create a new record and complete the necessary fields.
Many activity fields are not applicable to MedEd events and can remain blank.
Some fields are described in the following table.
Field Comments Employees
User name of the person who is to perform the activity. Leave this field blank for the activity to be assigned to the active user.
Repeat Step 6 until all activities have been specified.