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

Adding Information to Activities (End User)

After you create activities, you can add information to them. 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 Managing Service Activities.

To add information to an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity.
3. To add more information to the activity record, complete the following steps:
   1. Click the Steps view tab, create new step records, and complete the fields as appropriate.

      You can select the Done check box for a step to indicate the step completion. This field is for information only, and does not affect other fields or functions.

   2. Click the Instructions view tab, create a new instructions record, and complete the fields as appropriate.

      In this view, you can enter instructions that are specific to a customer site.

   3. Click the Items view tab, create a new item record, and complete the fields as appropriate.
   4. Click the Assignment Skills view tab, create a new skills record, and complete the fields as appropriate.

      You can add more details about a skill in the Service Activity Skill Item list.