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Service Activity Templates and Activity Plans

Users select activity templates to create activity plans. Activity templates contain a set of activities to complete a service request. Activity plans can include schedule requirements for completing these activities.

In the Activity Plans views on the Service Requests, Accounts, and Repairs screens, only the activity templates for specific types of activities are visible. For example, when you generate an activity plan for opportunities, only activity plans of the Opportunity type are visible. When you select a template, all of the activities in that template and the child records of those activities (for example, Service Details, Items, Skills, and so on) are also selected.

Fields Copied from Activity Templates

The following fields are copied from an activity template to an activity plan:

NOTE:  If the value of the Employee field is included in the activity template, then the field value is copied. Otherwise, the value in the Employee field depends in the value in the Category field. If the value in the Category field is not Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then the Employee field is populated with the current login ID.

Child records associated with the template are copied to the following views in the Activities screen:

• Steps view
• Instructions view
• Items view
• Skills view