Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Field Service > Performing Miscellaneous Tasks >

Adding an Activity

You can add an activity to an existing service request or add a miscellaneous activity, such as making a bank deposit or taking a truck in for servicing, which is not associated with a particular account.

To add an activity to a service request

1. Tap Service Reqs on the application banner.
2. Select a record in the Service Reqs list.
3. Tap Activities in the work area.
4. Tap the New (+) icon.

   The New Activity form appears.

5. In the Type menu, choose an activity.
6. Complete the remaining fields, and then tap Save.

Adding a Miscellaneous Activity

The following procedure shows you how to add a miscellaneous activity.

To add a miscellaneous activity

1. Tap Activities on the application banner.
2. Tap the New (+) icon.

   The New Activity form appears.

3. In the Type menu, choose an activity.

   For example, Appointment, Administration, Call-Inbound, In Store Visit, Meeting, and so on.

4. Select a service request number from the SR number (#) drop-down list.
5. Select an account from the Account drop-down list.
6. Enter any text in the Comments field.
7. Tap Save.