Siebel Field Service Guide > Setting Up and Using Scheduling >

Process of Scheduling Activities

The following list shows the procedures that end users typically perform to use scheduling within Siebel Field Service. Your company may follow a different process according to its business requirements.

To schedule activities, perform the following tasks:

  1. Add required schedule information to the activity record. See Adding Schedule Information for Activities (End User) for more information.

    NOTE:  You must add the schedule information before booking appointments because this information is used by the ABS and the Optimizer when running.

  2. Select the appropriate appointments for the activities. See Booking Activity Appointments (End User).
  3. Lock any assignments or schedules that should not change. See Locking Schedules and Assignments (End User) for more information.
  4. Make sure that schedules are optimized as required. See Optimizing Schedules (End User) for more information.
  5. Use the Optimizer's Contract Scheduling feature if required. See Running Contract Scheduling (End User) for more information.
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