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Category Field

The Category field on the Service Details subview determines the following for activities generated from the activity template:

• Whether child records of the activities are created when the template is applied
• Whether assignment of the activity is locked
• How the activity is assigned

For more information about this subview, see Service Details Subview.

Child Records

If the Category field is set to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then any child records such as service activity steps or assignment skills will be created when the activity template is applied.

If the Category field is left blank or set to a value other than those listed in the previous paragraph, the activity records will be created when the template is applied, but no child records will be associated with the activities.

Lock Assignment

If the Category field is left blank, the Lock Assignment check box for the created activity is selected.

Field Service Activity Assignment

An activity created with activity templates can be assigned to any one of the following users:

• The employee specified in the template
• The employee who created the activity by applying an activity template (for example, in a sales situation)
• No employee

  NOTE:  This setting is recommended when Siebel Assignment Manager is to be used to assign the activity.

The assignment is determined by the values in the Employee and Category fields of the activity record in the Activity Template Details list. Table 15 shows how the assignment is determined.