Capturing Asset Readings for an Activity

For tasks such as taking a utility meter reading or measuring hydraulic pressure, you must record an asset reading. Complete the following procedure to view, and capture asset readings.

To capture an asset reading for an activity

  1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

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

  2. Tap Readings in the side pane.

    The Asset Readings view appears in the main pane.

  3. Capture a new asset reading as follows:

    1. Under Readings, use the navigation arrows to move through the list of different readings that can be captured.

    2. Tap an individual reading, and then tap New (the plus (+) icon) to capture a new reading.

    3. Enter the information for the new reading in the fields that appear.

    4. Navigate away from the record to save the record.