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Siebel Field Service Guide > Field Service Activities > Field Service Activities > Field Service Activity Templates and Activity PlansActivity plans are created using activity templates. Activity templates are collections of predefined activities. Activity plans may include schedule requirements for carrying out these activities. In the Activity Plans views on the Service Requests, Accounts, and Repairs screens, only the activity templates for specific types of activity are visible. For example, when you generate an activity plan for opportunities, only activity plans of the type Opportunity are visible. When you select a template all the activities in that template and the child records of those activities (for example, Service Details, Items, Skills, and so on) are selected. Fields Copied from Activity TemplatesThe following fields are copied from activity templates to an activity plan:
Child records associated with the template are copied to the following views on the Activities screen: NOTE: To copy the child records from the template, set the activity Category field to Field Service Activity, Preventive Maintenance, Repair Activity, or Other. See All Activities View. For more information about views on the Activities screen, see Activities Screen. |
Siebel Field Service Guide |