Siebel Service Handheld Guide > Using Siebel Service Handheld >

Preparing for a Visit with Siebel Service Handheld

Before a field technician starts an activity, they must perform a number of tasks:

• Records the time of arrival at the customer site
• Reviews the instructions and steps for the activity
• Reviews the recommended parts and tools

From the Activities view in the Activities screen, select the activity. Once the activity is selected, the following tasks can be performed in any order.

To record the time of arrival

• In the Activities list, select the activity and tap Arrive.

  NOTE:  You must have already accepted the activity (by tapping Accept) and recording movement (by tapping En Route) to successfully record arrival.

To review instructions and steps

1. Select an activity in the Activities list.
2. From the Show drop-down list, select Instructions.
3. Review the instructions in the Instructions list.
4. Select an instruction in the Instructions list.
5. From the Show drop-down list, select Procedures.
6. In the Procedures list, review the procedures.

To review recommended parts and tools

1. Select an activity in the Activities list.
2. From the Show drop-down list, select Recommended Parts & Tools.
3. Review the recommended parts and tools for the job.