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 |
|---|---|
| Activity ID | Enter an activity ID. This field allows duplicate entries and is not required upon saving the record. |
| Subject | Enter, or click
 to select, an activity subject (for example, client visit, initial meeting, or post award debriefing). Valid values are only those that exist on the Manage Activity Subject screen. Codes that display in the lookup have the
Show in Lookup check box selected in Manage Activity Subject. Only codes that are available in the lookup can be used for new records in Manage Organizational Conflict of Interest (OCI).
|
| Location | Enter the location for the activity. |
| Method | Enter, or click
to select, an activity method (for example, email, meeting, phone call, or task). Valid values are only those that exist on the Manage Activity Methods screen. Codes that display in the lookup have the
Show in Lookup check box selected in Manage Activity Methods. Only codes that are available in the lookup can be used for new records in Manage Organizational Conflict of Interest (OCI).
|
| Activity Date | Enter, or click
 to select, the activity date.
|
| 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 |
|---|---|
| Activity Owner | Enter, or click
to select, the employee who is responsible for the activity.
|
| Customer | Enter, or click
to select, the customer associated with the activity. Both customers and prospective customers are allowed in this field.
|
| Primary Contact | Enter, or click
to select, the primary customer contact associated with the activity.
|
| Business # | Enter, or click
to select, the primary customer contact's business number.
|
| 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.