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Scenario for Performing Service Activities with the Task UI Application

This topic gives one example of how to perform service activities with the Task UI application. You might perform service activities with the Task UI application differently, depending on your business model.

A field service engineer must complete a Field Repair assignment. He uses the Task UI application for this activity by clicking Execute Field Task Start to Finish in the Task UI pane. He uses the Next button to move from screen to screen in the task.

He first reviews details for the activity, then checks his trunk inventory. He updates the status to Scheduled and views a map of the account service location. He updates the status to En Route and drives to the site. When he arrives, he sets the status to In Progress. Behind the scenes, the Task UI creates a Time Tracker record for the en-route time. For more information about the Time Tracker feature, see Recording Labor for Activities (End User).

On site, the field service engineer accesses the Review Instructions screen, reviews and records steps and takes readings. He records the asset transactions that he performed during the repair, and logs his time and expenses. Finally, he prints an invoice for the customer to sign.