Siebel Field Service Guide > Field Service Activities > Setting Up Field Service Activities >

Setting Up Field Service Activity Templates

Follow these procedures to set up activities.

To define activity templates

1. Navigate to the Administration - Data screen > Activity Templates view.
2. Create a new record and complete the fields as appropriate.

To associate activities with activity templates

1. Navigate to the Administration - Data screen > Activity Templates view.
2. Drill down on a selected activity template and click the Activity Template Details view tab or the Service Details view tab.
3. Create a new record and complete the fields as appropriate.

To associate steps, skills, parts and tools, and instructions with an activity

1. Navigate to the Administration - Data screen > Activity Templates view.
2. Select an activity template and click the Service Details view tab.
3. Select an activity record and click the Service Activity Steps view tab.
4. Create a new record and complete the fields as appropriate.
5. Click the Assignment Skills view tab.
6. Create a new record and complete the fields as appropriate.
7. Click the Service Activity Items view tab.
8. Create a new record and complete the fields as appropriate.
9. Click the Service Activity Instructions view tab.
10. Create a new record and complete the fields as appropriate.