Bookshelf Home | Contents | Index | Search | PDF

Siebel Field Service Guide > Service Support > Setting Up Service Support >

Procedures for Setting Up Service Support

---

Follow these procedures to set up service support.

To create a service activity template

Navigate to Site Map > Application Administration > Activity Templates.
Create an activity template.

For information on creating activity templates, see Field Service Activities.

In the activity template's Type field, select Service Request.
Click the Service Details view tab.
Create a new service detail record.
Enter values for the required fields.
Click one of the four subview tabs, as needed:
Service Activity Steps
Assignment Skills
Service Activity Items
Service Activity Instructions
Create a new record in the subview.
Enter values for the required fields.

To set up service metrics

Navigate to Site Map > Service Administration > Service Metrics.
Create a new service metric record.
Enter a name for the metric.

NOTE:  Service metrics are named in the Service Metrics list, but they are defined in detail in the Entitlements screen. See To define entitlement template metrics. After entitlements and service metrics have been defined, you can associate an entitlement with a service request. See To select an entitlement for a service request.

Bookshelf Home | Contents | Index | Search | PDF