Managing Shifts for Siebel Field Service

A shift is an established time interval in which employees perform work.

The following procedures related to shifts and shift management are included in this topic:

• "Displaying Shift Details"

• "Starting and Ending a Shift"

• "Starting and Ending a Break"

• "Starting or Ending a Period of Unavailability"

  
  

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

  
  

Displaying Shift Details

You can display shift details by using the Shifts list. You can update shift information, including breaks and periods of unavailability (POUs), only if you use Siebel Real-time Scheduler Version 2.1 or later as your scheduling engine and Siebel Field Service Integration to Oracle Real-time Scheduler Version 2.1 or later integration pack for the integration.

To display shift details  

1. Tap the Side Menu icon on the application banner, and then tap Shifts to display the following:

   • The Shift list in the right pane from where you can do the following:

     • View and update the shift information, see "Starting and Ending a Shift".

     • View and update the break information for the shift, see "Starting and Ending a Break".

     • View and update the period of unavailability (POU) information for the shift, see "Starting or Ending a Period of Unavailability".

   • The Calendar showing the activity planning information in the left pane.

Starting and Ending a Shift

Complete the following procedure to start and end a shift.

To start and end a shift  

1. Tap the Side Menu icon on the application banner, and then tap Shifts to display the following:

   • The Shift list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. Tap a shift record in the right pane.

3. Tap Start when you start the shift to record your start time and date.

4. Tap Complete when you end the shift to record your end time.

Starting and Ending a Break

Complete the following procedure to start and end a break.

To start and end a break 

1. Tap the Side Menu icon on the application banner, and then tap Shifts to display the following:

   • The Shift list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. Tap a break record in the right pane.

3. Tap Start when you start the break to record your start time and start date.

4. Tap Complete when you end the break to record your end time.

Starting or Ending a Period of Unavailability

Complete the following procedure to start or end a period of unavailability (POU) for a shift.

To start or end a period of unavailability 

1. Tap the Side Menu icon on the application banner, and then tap Shifts to display the following:

   • The Shift list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. Tap a POU record in the right pane.

3. Tap Start when you start the POU to record the start time and date.

4. Tap Complete when you end the POU to record your end time.