Defining activities for checklist section

  1. Select a checklist section.
  2. Go to the Activities tab.
  3. Click New.
  4. Specify this information:
    Activity Type
    Select from the list of activity types.
    Activity Owner
    Select from these options:
    • Defined owner: If this option is selected, the Owner def tab becomes active. From the Owner def tab, select a user and click Save.
    • Owner from AccountBusinessArea: If this option is selected, the Business Area Owner def tab becomes active. On the Business Area Owner def tab, select the Business Area and Business Area responsible Type from the lists.
    • Account Owner: If this option is selected, the account owner is the activity owner.
      Note: Only one access right must be selected. Select Share to AccountBusinessArea or Share to Definition.
    Share to AccountBusinessArea
    Select the Share to AccountBusinessArea check box.

    If selected, the Business Area Share def tab becomes active. On the Business Area Share def tab, select the Business Area and specify the permissions.

    Share to Definition
    Select the Share to Definition check box.

    If this option is selected, the Share def tab becomes active. On the Share def tab, set the required values.

  5. Click Save.