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Adding Information to Activities in Activity Templates

After administrators create activity templates, they can add information applicable to the activities in the template. This information includes the recommended steps that field service engineers can perform to complete the activity, additional instructions about the activity, items (such as parts and tools) that field service engineers need to complete the activity, and the skills (such as language proficiency and product knowledge) that field service engineers must possess to complete the activity.

Assignment Manager uses the skills for an activity to assign the activity to the appropriate employee. For more information about Assignment Manager and about setting up the skills that you can assign to an activity, see Siebel Assignment Manager Administration Guide.

This task is a step in Process of Administering Service Activities.

To add information to an activity in an activity template

1. Navigate to the Administration - Data screen, then the Activity Templates view.
2. Select an activity template, and click the Service Details view tab.
3. Select an activity record.
4. To add more information to the activity record, complete the following steps:
   1. Click the Service Activity Steps view tab, create new step records, and complete the fields as appropriate.
   2. Click the Service Activity Instructions view tab, create a new instructions record, and complete the fields as appropriate.
   3. Click the Service Activity Items view tab, create a new item record, and complete the fields as appropriate.
   4. Click the Assignment Skills view tab, create a new skill record, and complete the fields as appropriate.