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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld > Ad Hoc Tasks >

Adding an Activity

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A field technician can add an activity to an existing service request or she can add a sundry activity, such as making a bank deposit or taking her truck in for servicing, which is not associated with a particular account.

To add an activity to a service request

Navigate to the Service Reqs screen and select the service request to which you want to add an activity.
From the Show drop-down list, select Activities.

The Service Reqs Activities view appears.

In the Activities list, tap Add New Activity.

The New Activity form appears and a picklist opens for the Activity field.

Select an activity from the Activity drop-down list.
Select the Status field, and select Not Started from the drop-down list.
Complete all fields in the New Activity form.

To add a sundry activity

Navigate to the Activities view of the Activities screen.
In the Activities list, tap Add New Activity.
In the Activities New Activity form, select an activity from the Activity drop-down list.
Delete the text in the SR # and Account fields.
Tap the drop-down arrow in the Status field and select Not Started from the picklist.
Enter any text in the Comments field.
Tap OK.

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