Using the Home Page for Siebel Field Service

The Siebel Mobile application for Siebel Field Service uses the Zante UI theme by default. If using Siebel Innovation Pack 2015 or earlier versions of the Siebel Mobile application for Siebel Field Service, then it is recommended that you reconfigure any enhancements made. For more information about the Zante theme and navigating the UI using the Zante theme, see "About the Siebel Mobile Aurora and Zante UI Themes" and the remaining procedures in this topic.

The following procedures related to using the home page of the Siebel Mobile application for Siebel Field Service are included in this topic:

• "Navigating to the Home Page"

• "Reviewing Activity Information"

• "Scheduling Personal Appointments"

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Field Service.

Navigating to the Home Page

The following procedure shows you how to navigate to the home page of the Siebel Mobile application for Siebel Field Service (if not already displayed).

To navigate to the home page

• Tap the Side Menu icon on the application banner, and then tap Activities to display the home page.

  The home page consists of the calendar and the map view:

  • The Map in the right pane or work area shows the location of activities or appointments. The map view uses Oracle Spatial.

  • The Calendar in the left pane shows the scheduling information for activities or appointments. Different icons appear on the calendar (beside the activity name) indicating the status of the activity or appointment as described in Table 8-1.

    For more information about using the calendar view and map view, see "Reviewing Activity Information".

Table 8-1 Activity Icons and Status

	Activity Icon	Activity Status
	A square:	Scheduled (dispatched)
	An arrow that turns right:	Acknowledged
	A check mark:	Done
	An exclamation mark:	Declined

Reviewing Activity Information

On the home page, you can review the activity information.

To review the activity information 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the home page if not already displayed.

2. On the map in the right pane, you can do the following:

   • Review the pin icons to familiarize yourself with the locations of the activities.

   • Tap a pin icon to see summary information (the activity name and address location) for the selected record.

3. On the calendar in the left pane, you can do the following:

   • Tap the left and right arrows to navigate across dates and view the activities scheduled on different dates.

   • Tap Today to see the activities scheduled for today's date.

   • Tap Daily, Weekly, or Monthly (or the corresponding calendar icons) to switch between the daily, weekly, or monthly view of activities scheduled.

   • Tap an activity icon on the calendar, and then tap Info to drill down on the detail information for the selected record. For more information, see "Displaying Activity Details". For more information about activity icons, see Table 8-1.

     
     

     Note: The Map and Info buttons in the right pane persist for certain views in the Siebel Mobile application for Siebel Field Service. Tap Info to drill down on a selected activity. Tap Map to return to the home page (calendar and map views).

     
     

   • Tap an activity name on the calendar to drill down on the task-based screen flow for the selected record. For more information, see "Displaying the Task-Based Screen Flow for an Activity".

   • Schedule a personal appointment. For more information, see "Scheduling Personal Appointments".

Scheduling Personal Appointments

On the home page, you can schedule a personal appointment using the calendar.

To schedule personal appointments 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the home page if not already displayed.

   For more information about the home page, see "Using the Home Page for Siebel Field Service".

2. On the calendar in the left pane, schedule a new personal appointment as follows:

   1. Tap the plus (+) icon.

   2. Enter the information for the new personal appointment on the Add Personal Appointment dialog that appears, and then tap Add.