Preparing for Customer Visits

Siebel Field Service representatives prepare for meetings and customer visits by reviewing all the information associated with the activity. Typical tasks they perform for each activity include:

• Review the activity information. For more information, see Review Activity Information.

• Review the tasks or instructions for the activity and other information (such as service requests, asset details, contact information, account information, and documentation) associated with the activity. For more information, see View Activity Details.

• Review the inventory in the trunk. If parts aren't available in the trunk, then order them. For more information, see Verify and Order Parts and Tools for an Activity.

• Confirm the availability of substitute parts. For more information, see View Substitute Information for a Part.

• If you've the skills to complete an activity, then accept the activity to work on it otherwise decline the activity. For more information, see Accept an Activity.

• Review the tasks needed to complete the activity. For more information, see Record Task Completion for an Activity.