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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld > Ad Hoc Tasks >
Adding an Activity
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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Siebel Service Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |