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Adding an Activity to a Work Order in Siebel Energy (End User)

End users can create an activity and associate it with a premises for the following reasons:

• Remind themselves of procedures related to a premises that they must perform.
• Communicate procedures related to a work order that other members of the organization must perform.

Activity plans include a list of activities to be completed to resolve a problem. If an appropriate activity template exists, then end users can select the template to populate their activities list with a defined set of activities. Then end users can customize the list, if necessary.

Associating Activity Plans With Work Orders

To associate an activity plan with a work order, follow this procedure.

To associate an activity plan with a work order

1. Navigate to the Work Orders screen, then the Work Order List view.
2. Drill down on the order number of the work order.
3. Click the Activity Plans view tab.
4. In the Activity Plans list, add a record.
5. In the Template field, select an Activity Template.

Creating Activity Plans for Work Orders

To create an activity plan for a work order, follow this procedure.

To create an activity for a work order

1. Navigate to the Work Orders screen, then the Work Order List view.
2. Drill down on the order number of the work order.
3. Click the Activities view tab.
4. In the Activities list, add a record, and complete the necessary fields.