Create Activity
Business Purpose
Create Activity is used to create a concrete activity application after the relevant budget has been approved. For C1, C2a, and C2b activities, users select an approved and budgeted activity, complete the five-step wizard, and submit the activity for approval.
Standard Steps
- Open Customer facing Activity Management.
- Select Application Form (New Activities).
- Click New and choose the activity category, such as C1/C2a/C2b.
- Complete Basic Information.
- Complete Activity Info.
- Add Meeting Agenda records.
- Complete Market Expense and confirm requested amount.
- Add supplier information where required.
- Save as draft or submit for approval.
C1 / C2a / C2b Wizard
| Step | Page | Main Action |
|---|---|---|
| 1 | Basic Information | Select year, entity, department, activity category, budget planning status, and approved budgeted activity. |
| 2 | Activity Info | Confirm activity name, dates, product, market, organizer, sponsorship type, invitation file, objective, and budget owner. |
| 3 | Meeting Agenda | Add one or more meetings with title, date, location, and description. |
| 4 | Market Expense | Review budget lines and enter requested amount within the budget cap. |
| 5 | Supplier | Add service provider, contract amount, and attachments where applicable. |
Field Description
| Field | Description | Required |
|---|---|---|
| Year | Activity year. | Yes |
| Entity | Legal entity. | Yes |
| Department | Applicant department. | Yes |
| Marketing Activity Category | Activity level such as C1, C2a, C2b, C3, or Others. | Yes |
| Budget Planning Status | Whether the activity is approved and budgeted or unbudgeted. | Yes |
| List of Approved and Budgeted Activities | Approved budget activity selected for C1, C2a, or C2b applications. | Conditional |
| Activity Name | Business name used to identify the activity. | Yes |
| Activity Start and End Date | Planned activity date range. | Yes |
| Product | Product linked to the activity. | Yes |
| Market | Market linked to the activity. | Yes |
| Activity Type | Activity type, such as third-party or stand-alone. | Yes |
| Institution Type | Institution category for the activity. | Yes |
| Organizer | Activity organizer. | Yes |
| Sponsorship Type | Sponsorship classification. | Yes |
| Invitation File | Required invitation document. | Yes |
| Objectives and Key Deliverables | Activity objective and expected deliverables. | Yes |
| Budget Owner | User responsible for the activity budget. | Yes |
Permission Rules
Only users with activity creation permission can create new records. Draft records can be edited by the creator. Returned records can be edited when the logged-in user is the creator. Submitted and approved records should be restricted according to workflow status.
Validation Checklist
- Required fields across all wizard steps are completed.
- Activity dates fall within the selected budget period.
- Meeting dates fall within the activity start and end dates.
- Requested amount does not exceed the budget cap.
- Invitation file and required supporting attachments are uploaded.