Siebel Field Service Guide > Setting Up and Using Scheduling >

Adding Schedule Information for Activities (End User)

This task is a step of Process of Scheduling Activities.

Use the Activities screen > Activity List > Schedule view to add schedule information required by the Optimizer and ABS. See Field Service Activities for more general information about setting up and recording activities.

To add schedule information for activities

  1. Navigate to the Activities screen > Activity List > Schedule view.
  2. Select an activity record in the Service Activities list.
  3. Complete the fields as appropriate.

    Some fields are described in the following table.


    Account Address Map

    This button provides a hyperlink to the MapQuest Web site. Siebel does not guarantee the availability or accuracy of any content or service provided by MapQuest.

    Book Appointment

    Clicking this button sends a request to Scheduler to find the possible time slots for scheduling this activity. See Booking Appointments from the Activities Screen for more information.

    Cancel Appointment

    Clicking this button sends a request to the Scheduler to remove this activity from the schedule. For more information, see Canceling Appointments

    Contract Schedule

    Selecting this command sends a request to the Optimizer to insert a priority service activity into a schedule with minimal disruption of the schedule and without significant increase in the cost of the schedule. See Running Contract Scheduling (End User) for more information.

    Earliest Start

    The earliest time and date an activity may begin, usually used to indicate contractual commitments or deadlines. In some configuration settings this value is described as NST (No sooner than).

    Latest Start

    The latest time and date for an activity, usually used to indicate contractual commitments or deadlines. It is the same as the Due field in the form. In some configuration settings, this value is described as NLT (No later than).

    For reactive calls, Earliest Start and Latest Start represent both the contractually committed date and time for service. For proactive calls, these dates and times represent when a customer can be present for service.

    Planned Start

    The time in which a call is actually planned to take place. These times are usually known to the service organization and the field service engineer. Depending on the service business model, these times may or may not be communicated to the customer.

    If you specify values for Earliest Start or Latest Start, then Planned Start must be later than Earliest Start and earlier than Latest Start.

    Planned End

    The proposed date for completing an activity. Also appears as Planned Completion in the user interface.


    The time required to carry out an activity, including breaks and travel time.

    The value is set to Planned End - Planned Start by the ABS or Optimizer.

    Service Region

    The service region to which this activity is assigned.

    Work Time

    The time required to work on an activity, not including, for example, travel and breaks.

    To show the difference between work time and duration, it may be useful to describe an example. A company's schedule is from 9 A.M. to 1 P.M. and 2 P.M. to 6 P.M. The activities being scheduled last for six hours and are breakable (see About the Breakable Flag for more information). If a dispatcher starts an appointment at 4 P.M. this means that the activity finishes at 1 P.M. the next day. The work time is six hours but the duration is 21 hours.

    Lock Assignment

    Select this check box to ensure that the Optimizer cannot change the assignment.

    NOTE:  If the Lock Assignment flag is not set (FALSE), manually specify the employee for an activity. See Locking Schedules and Assignments (End User) for more information.

    Allow Breaks

    Select this check box to allow scheduling of an activity around breaks. See Breaks for more information.

    Lock Schedule

    Select this check box to prevent the ABS and the Optimizer from changing the values of Planned Start and Planned End.

    NOTE:  If the Lock Schedule flag is set (TRUE), provide values in the Planned Start and Planned End fields. In this case, no time slots are required and the Book Appointment dialog box does not appear. See Locking Schedules and Assignments (End User) for more information.

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