Recording Task Completion for an Activity

Complete the following procedure to view and record task completion for an activity. You record task completion to keep track of your work progress on the activity.

To record task completion 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 Tasks to Complete in the side pane.

   A list of the tasks associated with the activity appears in the main pane.

3. Record task completion for each activity task as follows:

   Note: Field service technicians need only complete the tasks that are relevant to the job in hand.

   1. Tap the empty switch next to a task to record the start time for the task.

      The switch starts to close or fill up indicating that the task is in progress.

   2. Tap the same switch next to same task again to record the end time for the task.

      The switch closes indicating that the task is complete.

   3. (Optional) Tap the closed switch next to a task to reopen the task.

   4. (Optional) Tap the empty switch next to the last task in the list to record to record completion of all the tasks at the same time.

      The switch next to each task closes, indicating that all tasks are complete.