Siebel Field Service Guide > Scheduling Using Siebel Scheduler > Process of Managing Schedules Using Siebel Scheduler >

Adding Schedule Information to Activities (End User)

You can add to activities the schedule information that the Optimizer and ABS require. For more information about setting up and recording activities, see Service Activities.

This task is a step of Process of Managing Schedules Using Siebel Scheduler.

To add schedule information to an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity.
3. Click the Schedule view tab.
4. Complete the form fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Service Region	Select the service region for the activity.
   Work Time	Type the time needed to complete the activity, not including breaks and travel time. To see the difference between the work time and duration, consider an example. A company schedule is from 9:00 A.M. to 1:00 P.M. and from 2:00 P.M. to 6:00 P.M. The scheduled activities last for 6 hours and can contain breaks. If a dispatcher starts an appointment at 4:00 P.M., then the activity finishes at 1:00 P.M. the next day. The work time is 6 hours, but the duration is 21 hours.
   Duration	Select the time required to complete the activity, including breaks and travel time. The ABS or Optimizer sets the value in this field to the Planned End field less the Planned Start field.
   Earliest Start	Select the earliest time and date the activity can begin. This field usually indicates contractual commitments or deadlines. In some configuration settings, this field is described as NST (No Sooner Than). When you use the ABS to schedule the activity, this field is populated with the slot start time for the record that you select from the time slots that the ABS provides.
   Latest Start	Select the latest time and date the activity can begin. This field usually indicates contractual commitments or deadlines. In some configuration settings, this field is described as NLT (No Later Than). When you use the ABS to schedule the activity, this field is populated with the slot end time for the record that you select from the time slots that the ABS provides. For reactive calls, Earliest Start field and Latest Start field represent the contractually committed date and time for service. For proactive calls, these fields represent when a customer is available for service.
   Planned Start	Select the planned time for starting the activity. The service organization and the field service engineer usually know this time. Depending on the service business model, employees might communicate this time to the customer. If you specify values for the Earliest Start or Latest Start fields, then the Planned Start field must be later than the Earliest Start field and earlier than the Latest Start field. When you use the ABS to schedule the activity, this field is populated with the planned start time for the record that you select from the time slots that the ABS provides.
   Planned End	Select the planned time for completing the activity. This field also appears as Planned Completion in the user interface. When you use the ABS to schedule the activity, this field is populated with the value in the Planned Start field plus the duration of the activity.
   Lock Assignment	Select this check box to indicate the Optimizer cannot reassign the activity. NOTE:  If you do not select this check box, then specify the employee for an activity. For more information, see Locking Assignments and Schedules for Activities (End User).
   Allow Breaks	Select this check box to allow scheduling of the activity around breaks. For more information, see Breaks.
   Lock Schedule	Select this check box to prevent the ABS and the Optimizer from changing the values in the Planned Start and Planned End fields. NOTE:  If you select this check box, then provide values in the Planned Start and Planned End fields. In this case, no time slots are required, and the Book Appointment dialog box does not appear. For more information, see Locking Assignments and Schedules for Activities (End User).

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