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Using Field Service Activities

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The following procedures suggest a typical workflow for a field service engineer who is working from a set of activities.

To log expenses for an activity

Navigate to the Activities screen.
Select an activity.
Click the Expense Tracker view tab.
Create a new expense record.
Enter values for required fields, plus the amount.
Select the Billable check box to include this item in invoices produced automatically for this activity.

To log hours spent on an activity

Navigate to the Activities screen.
Select an activity.
Click the Time Tracker view tab.
To create a time tracker record, click Start.

The Start field is automatically filled in with the time you create the record.

To record the end time for an activity, click Stop.

To verify the availability and order status of materials for an activity

Navigate to the Activities screen.
Select an activity.
Click the Items view tab.

The associated parts and tools appear in the Items list. The Order #, Order Type, and Line Status fields show the status for receiving an ordered part.

NOTE:  A field service engineer can create an order from the Items list by clicking the menu button and selecting the type of order needed (Service or Sales). To verify the order or to view order details, save the record and click the hyperlink in the Order field; this displays the related order on the Orders screen.

To order materials for an activity

Navigate to the Activities screen.
Select an activity.
Click the Items view tab.

The associated parts and tools appear in the Items list.

Select a record in the Items list.
Click the menu button and select Service Order.

This creates a service order for the selected item.

To order all items that have not yet been ordered, select Service Order All from the drop-down list.

A new, unique order number appears in the Order # field as a hyperlink and the Order Type field shows Service Order. The order also appears in the Orders screen.

To record additional items (parts and tools) required to complete a service activity

Navigate to the Activities screen.
Select an activity.
Click the Items view tab.
Create a part record.
In the Product field, select a part or tool.

NOTE:  A tools record has its Tools check box selected.

To verify on-hand inventory using the Part Browser

Navigate to the Part Browser screen.

The Product Inventory view appears.

Select the record for a part and its inventory location.
Check the Inventory Level list for the part's availability, status, and quantity at that inventory location.
Check the Substitutes list to see if there are any alternatives for a part.

To verify on-hand inventory using Check Trunk

Navigate to the Activities screen.
Select an activity record.
Click the Items view tab.
In the Items list, select the activity item for which you want to verify on-hand inventory.
Click Check Trunk.

The Available Qty field is updated according to the current user's trunk inventory.

To record the movement of service parts in the field

Navigate to the Activities screen.
Select an activity.
Click the Part Tracker view tab.
Create a part movement record.
Enter values for the required fields.
Click Commit.

This creates an inventory transaction, an asset transaction, or both (depending on the source or destination) in the Field Service server.

NOTE:  Part movements recorded in the field appear here only after synchronization with the field service engineer's mobile computer. If the engineer described the part with a write-in serial number, the part transfer appears here only after processing by an administrator.

To generate an invoice automatically for a field service activity

Navigate to the Activities screen.
Select an activity.
Click the Invoices view tab.
Click Auto Invoice.

Auto Invoice creates an invoice record for this activity.

To enter a new activity for a service request

Navigate to the Service screen.
Select a service request.
Click the Activities view tab.
Create an activity record.
Enter values for the required fields.

To record additional recommended steps for a service activity

Navigate to the Activities screen.
Select an activity.
Click the Steps view tab.
Create a step record.
In the Step field, select a step.
If you enter multiple steps, correct the sequence of steps by typing the correct numbers into the Step # fields.

To record additional skills required to complete a service activity

Navigate to the Activities screen.
Select an activity.
Click the Assignment Skills view tab.
Create a skill record.
In the Item field, select the type of skill.
In the Service Activity Skill Item subview tab, create a skill item record.
Complete the skill item record fields as needed.

NOTE:  Fields in the skill item record vary according to the selection you made in the skill record's Item field.

To record additional instructions for a service activity

Navigate to the Activities screen.
Select an activity.
Click the Instructions view tab.
Create an instruction record.
Enter values for the required fields.

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