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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld >

Preparing for a Visit

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Before the field technician starts an activity, she performs 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 may be performed in any order.

To record the time of arrival

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

To review instructions and steps

Select an activity in the Activities list.
From the Show drop-down list, select Instructions.
Review the instructions in the Instructions list.
Select an instruction in the Instructions list.
From the Show drop-down list, select Steps.
In the Steps list, review the steps.

To review the recommended parts and tools

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

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