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 an earlier version of the Siebel Mobile application for Siebel Field Service, prior to Siebel Innovation Pack 2015, 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 Side Menu and then tap Activities to display the home page.

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

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

  • The Calendar in the side 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 9-1.

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

Table 9-1 Activity Status and Corresponding Icons

Status	Icon	Icon Description
Scheduled (dispatched)		A full page.
Acknowledged		An arrow that turns around a corner
Done		A check mark
Declined		An exclamation mark

Reviewing Activity Information

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

To review the activity information 

1. Tap Side Menu and then tap Activities to display the home page.

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

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

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

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

   • Use the navigation 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 9-1.

     
     

     Note: The Map and Info buttons in the main 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.

To schedule personal appointments 

1. Tap Side Menu and then tap Activities to display the home page.

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

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

   1. Tap New (the plus (+) icon).

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