Siebel Field Service Guide > Service Activities > Process of Managing Service Activities >

Creating Service Activities (End User)

You can create activities that field service engineers must complete to respond to a service call. For information about creating an activity for a service request, see Associating Activities with Service Requests (End User).

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

To create an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Create a new activity record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Due	Select the latest date and time for an activity. This field indicates contractual commitments or deadlines and is populated with the value from the Date Committed field for the service request. For more information, see Date Committed. This field is the same as the Latest Start field in the Schedule view of the Activities screen.
   Status	Select the state of an activity. Values include Approved, Unassigned, and Done. Drill down on an Unscheduled value in the Status field to navigate to the Dispatch Board screen.
   Private	Select this check box to indicate this activity is visible only to its owner.
   Repeat Frequency	Select the interval at which to repeat the activity. Values include Daily, Weekly, Monthly, Quarterly, and Yearly. A repeated activity appears multiple times in the calendar for the field service engineer. You cannot schedule repeated activities on the Dispatch Board.
   Repeat Until	Select the ending date for repeating the activity.
   Alarm	Select this check box to sound a warning if the activity does not begin by the planned start date.
   Employees	Select the names of the employees assigned to complete the activity. You can identify an employee as the primary employee.
   SR #	Select the service request associated with the activity.
   Billable	Select this check box to indicate the activity is billable to the customer.
   Duration	Type the amount of time (in minutes) required to complete an activity, including breaks and travel time. Duration is the time difference between the planned start date and the planned end date for the activity. This field appears in the form only.

3. Drill down on the Type field for a selected activity, and click the More Info view tab.
4. Complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Private	Select this check box to indicate the activity is visible only to its owner.
   CR #	Select the defect number for a product associated with the activity.
   Lock Assignment	Select this check box to indicate Assignment Manager cannot reassign the activity to an employee.
   Category	Select a category for the activity. This field determines the type of child records that are inherited from the activity template. For more information, see Service Activity Templates and Activity Plans. Developers can use Siebel Tools to change the default values for the Category field. They set ASGN_USR_EXCLD_FLG to N.
   Resolution	Select the solution code for an activity.
   Defective Tag	Select the tag number (repair number) associated with the activity.