1. Mobile Guide: Disconnected
  2. Modifying Part Tracker for an Activity by Scanning Barcode Data

Modifying Part Tracker for an Activity by Scanning Barcode Data

You can use a barcode reader to update the existing part tracker information for an activity by scanning the part’s barcode data or add new part tracker records by scanning the part’s barcode data. For more information about barcodes in general and about how to set up the barcode interface for specific views and applets in Siebel CRM, see the chapter about barcodes in Siebel Field Service Guide.

To modify part tracker information for an activity by scanning barcode data

  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 Part Tracker in the side pane.

    The Part Tracker view appears in the main pane showing the tracked parts associated with the activity.

  3. Update an existing part tracker record by scanning the barcode data as follows:

    1. Tap the part tracker record that you want to update, and then tap the Barcode Update icon.

    2. In the drop-down list next to the Barcode Update icon, select the type of data associated with the barcode (for example, select Asset Number Entry).

    3. Scan the barcode.

      The appropriate field (Asset #) in the selected part tracker record is populated with the barcode data. If the field already has a value, then the barcode data replaces the value.

      Accessibility users must enter data using the following keyboard shortcuts: Ctrl+\(Asset#)Ctrl+\. For example: Control\MASSET2Control\.

      Note: By scanning barcode data, you can update assets belonging to the same product only.

  4. Add a new part tracker record by scanning the part’s barcode data as follows:

    1. Tap the Barcode New icon.

    2. In the drop-down list next to the Barcode New icon, select the type of data associated with the barcode (for example, select Asset Number Entry).

    3. Scan the barcode for the part.

      A new part tracker record is created, and the appropriate field (Asset #) in the new record is populated with the barcode data.

      Accessibility users must enter data using the following keyboard shortcuts: Ctrl+\(Asset#)Ctrl+\. For example: Control\MASSET1Control\.

      Note: By scanning barcode data, you can update assets belonging to the same product only.

    4. Enter other appropriate field values in the new record.