Displaying the Task-Based Screen Flow for an Activity
Here's how to view the task-based screen flow for an activity by using the Calendar on the home page.
For more information about the home page, see Use the Home Page in Siebel Field Service.
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 Record Task Completion for an Activity.
Readings. See Capture Asset Readings for an Activity.
Photos/Videos. See Attach Media to an Activity.
Part Tracker. See Change Part Tracker Information for an Activity.
Time & Expense. See Change Time Data for an Activity and Change Expense Data for an Activity.
Finish. See Generate a Service Report for an Activity, Create an Invoice from an Activity, Print an Invoice for an Activity, and Capture a Signature for an Invoice.
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 Configure 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.