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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld >

Performing the Job

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While performing an activity, the field technician performs the following tasks:

Checks off completed steps. As the field technician completes each step in the activity, she marks the steps as done.
Takes a reading. For tasks such as taking a utility meter reading or measuring hydraulic pressure, the field technician records a reading.
Installs and replaces parts. During a visit to a customer site, the field technician often needs to install and replace parts. There are two types of parts that can be replaced: parts with and without serial numbers.

From the Activities view of the Activities screen, she selects an activity. Once the activity is selected, the procedures can be performed in any order.

To check off completed steps

Select an activity in the Activities list, and from the Show drop-down list, select Time.
Start tracking your time by tapping the Start button.
From the Show drop-down list, select Steps.
Select the first step in the Steps list.
When you have completed the step, select Done.
Enter any comments in the Comments field.
Complete Step 4-Step 6 for any remaining steps.
When you have completed the activity, select Time from the Show drop-down list.
Tap End to record the ending time for the activity.

To take a reading

Select an activity in the Activities list.
From the Show drop-down list, select Readings.
In the Readings list, select the first record and tap the hyperlink in the Measurement field.
In the Readings list, tap Take Reading.

A new record is added and the SIP or calculator opens.

Enter the reading for the record and tap OK.

Non-serialized Parts

The following procedure describes how to install a non-serialized part.

To install a non-serialized part or product

Select an activity in the Activities list.
From the Show drop-down list, select Move Parts.
In the Move Parts list, tap Move.
In the Move Part form, tap the Product field or the Part # field and select a product from the drop-down list.
Select Billable.
Tap OK to return to the Move Parts list.
Tap Commit.

Serialized Assets

There are three steps to installing and replacing a serialized asset:

Remove the serialized asset.
Generate an RMA.
Install a serialized replacement part.

To remove a serialized asset

Select an activity in the Activities list.
From the Show drop-down list, select Move Parts.
In the Move Parts list, tap Move.
In the Move Part form, tap the fields and do the following:

Tap this field	Then do this
Asset	Select an asset from the picklist.
Status	Select Defective from the picklist.
From	Select Customer from the picklist.
To	Select Trunk from the picklist.
Comments	Add any comments.

Tap OK to return to the Move Parts list.
Tap Commit.

After removing a serialized part, you generate an RMA for the part. The procedure for generating an RMA assumes you have completed the procedure for removing a serialized part.

To generate an RMA

From the Move Parts list, tap RMA.
Tap the hyperlink in the Order # field.
In the Order Details form, tap the hyperlink in the Order Line # field for the first record.
After reviewing the order line item details in the Order Line Details form, tap OK.
In the Order Details form, tap Print Order.
Tap OK to return to the Move Parts list.

After generating an RMA, you are ready to install a serialized replacement part. The procedure for installing a replacement part assumes you have generated an RMA for the defective part.

To install a serialized replacement part

From the Move Parts list, select Move Parts from the Show drop-down list.
Tap Move in the Move Parts list.
In the Move Part form, tap the fields and do the following:

Tap this field	Then do this
Asset	Select an asset from the picklist.
Status	Select Good from the picklist.
Comments	Add any comments.

Select Billable.
Tap OK to return to the Move Parts list.
Tap Commit.

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