Siebel Field Service Guide > Service Support > Setting Up Service Support >

Creating a Service Activity Template


Follow these procedures to create a service activity template.

To create a service activity template

  1. Navigate to the Administration - Data screen > Activity Templates view.
  2. Create a new record and complete the fields as appropriate. For information about creating activity templates, see Field Service Activities.
  3. Click the Service Details view tab. Create a new record and complete the fields as appropriate.
  4. Click one of the four subview tabs, as needed:
    • Service Activity Steps
    • Assignment Skills
    • Service Activity Items
    • Service Activity Instructions
  5. Create a record and complete the fields as appropriate.
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