Managing Activities for Siebel Field Service

An activity is a work order assigned to a Field Service representative by the dispatcher.

The following procedures related to activities and activity management are included in this topic:

• Displaying Activity Details (Siebel Field Service)

• Verifying and Ordering Parts and Tools for an Activity

• Viewing Substitute Information for a Part

• Accepting an Activity

• Displaying the Task-Based Screen Flow for an Activity

• Recording Task Completion for an Activity

• Capturing Asset Readings for an Activity

• Attaching Media to an Activity

• Modifying Part Tracker Information for an Activity

• Removing a Serialized Part

• Installing a Replacement Serialized Part

• Modifying Part Tracker for an Activity by Scanning Barcode Data

• Modifying Time Tracker Information for an Activity

• Modifying Expense Tracker Information for an Activity

• Generating Service Reports

• Creating Invoices from Activities in Siebel Field Service

• Printing Invoices Associated with Activities

• Capturing Signatures for Invoices in Siebel Field Service

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