Associating Activity Plans with Service Requests

In the Activity Plans view, you can select an activity template to automatically associate the activities in the template with a service request. Engineers work on these activities to resolve the service request. For more information about activity plans and activity templates, see Service Activities

To associate an activity plan with a service request

1. Navigate to the Service screen, then the Service Request List view.

2. Drill down on the SR number (#) field for a selected service request, and click the Activity Plans view tab.

3. Create a new activity plan record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Planned Start	Select the date and time to begin the activities to resolve the service request. The default value is the date and time that the record is created.
   Template	Select a template that contains a set of activities for recurring tasks.
   Lock Assignment	Select this check box to indicate Assignment Manager cannot assign activities created as part of this activity plan.