Designing Your Field Activity Profiles and Types

A field activity is a task that takes place at a service point. Every field activity references a field activity type. The field activity type defines the steps involved in the execution of the activity.

Most field activities are created:

  • When a customer service representative starts or stops service at a premise, the system automatically creates field activities to perform the necessary fieldwork based on the type and state of the service point.
  • When service is cut due to lack of payment.

If you set the system up correctly, your CSR's won't have to create these field activities. Rather, the system creates field activities based on the information you set up in your field activity type profiles. You typically have a different field activity profile for every major category of service point. We recommend that you familiarize yourself with the following documentation before you set up your field activity type profiles:

The topics in this section describe how to design your field activity profiles and field activity types.