Siebel Field Service Guide > Repairs > Process of Managing Repairs >

Adding Information to Repair Records (End User)

After you create a repair record, you can add information to it. Complete the procedures in this topic to add information to repair records.

This topic includes the following related information:

• Generating Repair Activities for Repair Records
• Updating Repair Activities for Repair Records
• Recording Movements of Defective Products in Repair Records

This task is a step in Process of Managing Repairs.

Generating Repair Activities for Repair Records

You select an activity template for an activity plan to generate repair activities for a repair record. For more information about activity templates, see Creating Activity Templates.

To generate repair activities for a repair record

1. Navigate to the Repairs screen.
2. Drill down on the Repair number (#) field for a selected repair, and click the Activity Plans view tab.
3. In the Activity Plans list, create a new activity plan record, and complete the fields as appropriate.

   When you save the record, the Activities list is populated with the repair activities in the template that you select.

Updating Repair Activities for Repair Records

To update a repair activity for a repair record, you can change the field values for the activity, record labor for the repair activity, and record expenses for the repair activity.

To update a repair activity for a repair record

1. Navigate to the Repairs screen.
2. Drill down on the Repair number (#) field for a selected repair, and click the Activities view tab.
3. Change the values in the fields for a selected activity as needed, and drill down on the Type field for the selected activity.
4. To record labor for the repair activity, click the Time Tracker view tab, create a new time record, and complete the fields as appropriate.

   For more information, see Recording Labor for Activities (End User).

5. To record expenses for the repair activity, click the Expense Tracker view tab, create a new expense record, and complete the fields as appropriate.

   For more information, see Recording Expenses for Activities (End User).

Recording Movements of Defective Products in Repair Records

In a repair record, you can record the movement of defective products that relate to the repair. To record product movements, you update the Location field in the repair record and the inventory level (the Availability field and the Status field) in the repair record. These updates automatically generate inventory transactions.

To record the movement of a defective product in a repair record

1. Navigate to the Repairs screen.
2. Drill down on the Repair number (#) field for a selected repair, and click the More Info view tab.
3. Complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Location	Select the location of the product.
   Availability	Select the availability of the product. Values include In Transit, On Hand, and On Order.
   Status	Select the condition of the product. Values include Defective and Good.