Service Activity Templates and Activity Plans

Users select activity templates to create activity plans. Activity templates contain a set of activities to complete a service request. Activity plans can include schedule requirements for completing these activities.

In the Activity Plans views on the Service Requests, Accounts, and Repairs screens, only the activity templates for specific types of activities are visible. For example, when you generate an activity plan for opportunities, only activity plans of the Opportunity type are visible. When you select a template, all of the activities in that template and the child records of those activities (for example, Service Details, Items, Skills, and so on) are also selected.