Siebel Energy Guide > Work Orders in Siebel Energy >
Adding an Activity to a Work Order in Siebel Energy (End User)
End users can create an activity and associate it with a premise to:
- Remind themselves of procedures related to a premise that they must perform.
- Communicate procedures related to a work order that other members of the organization must perform.
Activity plans consist of a list of activities to be completed to resolve a problem. If an appropriate activity template exists, end users can select the template to populate their activities list with a defined set of activities. Then end users can customize the list, if necessary. To associate an activity plan with a work order
- Navigate to the Work Orders screen.
- In the Work Orders list, click the Order Number of a work order.
- Click the Activity Plans view tab.
- In the Activity Plans list, add a record.
- In the Template field, select an Activity Template.
To create an activity for a work order
- Navigate to the Work Orders screen.
- In the Work Orders list, click the Order Number of a work order.
- Click the Activities view tab.
- In the Activities list, add a record and complete the necessary fields.
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