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Sharing Preventive Maintenance Documents with Customers


You can share preventive maintenance documents with customers by adding the documents as attachments to preventive maintenance plans in Siebel Automotive. For example, you can create a document with detailed instructions for servicing an automobile, and attach the document to the appropriate preventive maintenance plan.

Then, customers who use that preventive maintenance plan can click a preventive maintenance action in the Actions list in Siebel Self Service for Automotive to display a form with detailed information about the action and a list of attachments. The customers can click any attachment in the list to download and display the document.

To share a preventive maintenance document with a customer

  1. In Siebel Automotive, navigate to the Preventive Maintenance screen.
  2. In the Plans list, select the record for the plan that the document applies to.
  3. Click the Attachments view tab.
  4. In the Attachments list, click New File.
  5. In the Choose file dialog box, select the file that you want to add as an attachment, and click Open.

    The file is added as an attachment to the plan.

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