Displaying the Task-Based Screen Flow for an Activity

You can display the task-based screen flow for an activity by using the Calendar on the home page. For more information about the home page, see Using the Home Page for Siebel Field Service.

To display the task-based screen flow for an activity

On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.
The Service Request information for the selected activity appears in the main pane. The Appointment information and task-based screen flow for the activity appears in the side pane. The task-based screen flow consists of the following options:
- Tasks to Complete. See Recording Task Completion for an Activity.
- Readings. See Capturing Asset Readings for an Activity.
- Photos/Videos. See Attaching Media to an Activity.
- Part Tracker. See Modifying Part Tracker Information for an Activity.
- Time & Expense. See Modifying Time Tracker Information for an Activity and Modifying Expense Tracker Information for an Activity.
- Finish. See Generating Service Reports, Creating Invoices from Activities in Siebel Field Service, Printing Invoices Associated with Activities, and Capturing Signatures for Invoices in Siebel Field Service.
You can customize the task-based screen flow for an activity by configuring second level navigation views in Siebel Tools for your Siebel application as required. For more information, see Configuring Second Level Navigation Views.
Tap the Side Menu under Service Request in the main pane, and then tap one of the following to view more information about the selected activity:
- Account Information. Tap to view the account information for the activity.
- Contact Information. Tap to view the contact information for the activity.
- Ordered Parts. Tap to view the parts ordered for the activity.
- Asset Details. Tap to view the asset information for the activity.
- Documentation. Tap to view the documentation for the activity.
Tap the calendar icon next to the Appointment information in the side pane to return to the home page.