Bookshelf v7.5: All Activities View

The All Activities view shows all activities, both active and closed, assigned to field service engineers. A field service engineer can add activities or modify existing activities; for example, change the status of an activity. The Activities view changes from a list to a form after choosing the Instructions, Invoices, Part Tracker, Time Tracker, Skills, or Items view.

NOTE: The child records of activities (for example, Steps) may be available only for activities of certain types (for example, Service).

Table 15. Selected Items in the Activities View
Item	Description
Alarm	A check box that turns on a warning if the activity does not begin by the planned start date.
Billable	A check box that indicates to the Invoice Engine that this activity is billable to the customer.
Category	Determines the type of child records that are inherited from the activity template (see Fields Copied from Activity Templates). It also determines the behavior of the Lock Assignment flag (see Rules for Assigning Activities).
Change Request #	The defect number for a product associated with this activity, chosen from a dialog box.
Defective Tag	The defective tag number (repair number) associated with this activity, chosen from a dialog box. In the form only.
Due	This is the last time and date for an activity, usually used to indicate contractual commitments or deadlines. This field is automatically populated with the value from the Agent Committed field for the service request (see Calculating the Agent Committed Time for a Service Request). Due is the same as the Latest Start field in the Schedules view on this screen.
Duration	The time required to carry out an activity, including breaks and travel time. The value is = Planned End - Planned Start. In the form only.
Employees	The names of the employees assigned to carrying out a selected activity. One employee may be identified as primary.
Repeat Frequency	The interval at which to repeat this activity: daily, weekly, monthly, quarterly, or yearly. The repeated activity appears multiple times in the service engineer's calendar. The Dispatch Board cannot schedule repeated activities.
Private	A check box that indicates this activity is internal to the service business and is not visible to a customer; for example, over the Internet. In the form only.
Lock Assignment	A check box that instructs the Assignment Manager not to assign this activity. For more information, see Rules for Assigning Activities.
Repeat Until	End date for repeating this activity.
Resolution Code	The solution code for an activity, chosen from a drop-down list. Also applies to a service request, and is labeled Resolution in the Service Requests view.
SR #	The service request associated with a selected activity.
Status	The state of an activity; for example, Approved, Unassigned, or Done. Clicking the hyperlink for the value Unscheduled in the Status field presents the Dispatch Board screen.

Rules for Assigning Activities

When an activity is created with the Category field set to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, the following occurs:

After the record is saved, changing the Category value does not have these effects.

Use Siebel Tools to change the default for activity categories (set ASGN_USR_EXCLD_FLG to N; the default is Y).

Use the Lock Assignment flag in the All Activities View, the Schedule View, and the Activity Templates View to change this assignment for individual activities. If this flag is checked, the Assignment Manager excludes this activity.