Activities Subtask
Use this subtask to enter and view activities related to the organizational conflict of interest (OCI) record.
You can use this subtask to schedule and manage milestones, meetings/touchpoints, phone calls, and other tasks related to the OCI record. Click New to add an activity.
Activity
Field | Description |
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Activity ID | Enter an activity ID. This field allows duplicate entries and is not required upon saving the record. |
Subject | Enter, or click
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Location | Enter the location for the activity. |
Method | Enter, or click
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Activity Date | Enter, or click
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Completed | Select this check box if the activity has been completed. Once you mark this activity as completed and save the record, you will no longer be able to delete or modify the activity. |
Primary Contacts
Field | Description |
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Activity Owner | Enter, or click
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Customer | Enter, or click
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Primary Contact | Enter, or click
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Business # | Enter, or click
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Other Attendees | Use these fields to specify the people who are assigned to the activity. |
Activity Notes
Use this box to enter relevant notes about the activity.