Designing Field Activity Type Profiles

The number of field activity type profiles is dependent on a variety of factors:

• If your field crews (i.e., dispatch groups) are highly specialized, you'll need more profiles than when your crews can perform a variety of activities. For example, if you have electric installers who just install electric service and gas installers who just install gas service, you'll need a different profile for electricity versus gas.
• If the field activities you perform differ based on the type of service point, you'll need more profiles than if you have standard activities. For example, if you turn off residential service differently than you turn off commercial service, you'll need a profile for each type of customer.
• If you have meters and item-based service, you'll need a separate profile to distinguish the field activities for these two types of service.
• If more than one of the above points applies to your organization, you'll need a separate profile for the superset.

The easiest way to design your profiles is to pick an SP type and design its profile by filling in matrices similar to those defined below (choose either meter or item-based as per the SP type). After you've designed the profile, determine how many other SP types on which it can be used. Then design the next SP type's profile and determine where it can be reused. Repeat this process until all your SP types have a profile.