Bookshelf v7.5: About the Category Field

Siebel Field Service Guide > Field Service Activities > Activities Overview >

About the Category Field

The Category field on the Activity Templates Service Details subview determines the following for activities generated from the activity template:

Whether child records of the activities are created when the template is applied

Whether assignment of the activity is locked

How the activity is assigned

For more information about this subview, see Service Details Subview.

Child Records

If the Category field is set to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then any child records such as service activity steps or assignment skills will be created when the activity template is applied.

If the Category field is left blank or set to a value other than those listed in the previous paragraph, the activity records will be created when the template is applied, but no child records will be associated with the activities.

Lock Assignment

If the Category field is left blank, the Lock Assignment check box for the created activity is selected.

Activity Assignment

An activity created with activity templates can be assigned to any one of the following users:

The employee specified in the template

The employee who created the activity by applying an activity template (This is usually in a sales situation.)

No employee (This is recommended when Siebel Assignment Manager is to be used to assign the activity.)

The assignment is determined by the values in the Employee and Category fields of the activity record in the Activity Template Details list. Table 12 shows how the assignment is determined.

Table 12. Employees and Category Values Determine Activity Assignment

Employees Field Value

Category Field Value

Assignment

NOT NULL

Any value (NULL or NOT NULL)

Assigned to the employee specified in the Employee field of the activity template.

NULL

Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other

Not assigned. The Employee and Owner fields are blank in the created activity.

NULL

Not Field Engineer Activity, Repair Activity, Preventative Maintenance, or Other

Assigned to the employee who created the activity by applying the activity template.

Table 12. Employees and Category Values Determine Activity Assignment
Employees Field Value	Category Field Value	Assignment
NOT NULL	Any value (NULL or NOT NULL)	Assigned to the employee specified in the Employee field of the activity template.
NULL	Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other	Not assigned. The Employee and Owner fields are blank in the created activity.
NULL	Not Field Engineer Activity, Repair Activity, Preventative Maintenance, or Other	Assigned to the employee who created the activity by applying the activity template.

Siebel Field Service Guide
Published: 21 April 2003