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
- Navigate to the Administration - Data screen > Activity Templates view.
- Create a new record and complete the fields as appropriate.
To associate activities with activity templates
- Navigate to the Administration - Data screen > Activity Templates view.
- Drill down on a selected activity template and click the Activity Template Details view tab or the Service Details view tab.
- Create a new record and complete the fields as appropriate.
To associate steps, skills, parts and tools, and instructions with an activity
- Navigate to the Administration - Data screen > Activity Templates view.
- Select an activity template and click the Service Details view tab.
- Select an activity record and click the Service Activity Steps view tab.
- Create a new record and complete the fields as appropriate.
- Click the Assignment Skills view tab.
- Create a new record and complete the fields as appropriate.
- Click the Service Activity Items view tab.
- Create a new record and complete the fields as appropriate.
- Click the Service Activity Instructions view tab.
- Create a new record and complete the fields as appropriate.
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