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Activity Plans View

In the Activity Plans view, a field service agent can select a template to define the activities required to resolve a service request. Table 8 describes two fields and a check box in activity plan records.

Table 8. Selected Items in the Activity Plans View

Lock Assignment

A check box that, when selected, instructs the Siebel Assignment Manager not to assign activities created as part of this activity plan.

Planned Start

The date and time to begin the activities that resolve a service request. The default is the date and time that the record is created.


A set of activities for recurring tasks, selected from a drop-down list.

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