Selected Task Details Screen
The Selected Task Details screen allows the user to see more detail about a task selected in the Task List screen.
A user can have more than one task set to in progress. In this document where a reference is made to the “selected task” this refers to the task that was last selected for viewing in the Task list on the Task List screen.
From this screen the user can:
-
Start a task.
-
Complete a task.
-
View a map showing the user’s current location and the location of the task.
-
See basic travel distance and time to get to the task.
-
Launch the mobile device’s default GPS mapping app to see the route from their current location to the location of the task with more advanced information such as live traffic information.
-
Navigate to any of the available tab screens to record or view other data for the selected task.
Selected Task Details screen in detail
The Selected Task Details screen is where the user can view more detailed data about the selected task. From this screen the user can start a task, complete a task, view a built-in map or launch an external GPS mapping app, navigate to all available tab screens to record or view other data for the selected task.
|
Section |
Task |
Effect |
Availability |
Errors/ |
Highlighted in Screenshot |
|---|---|---|---|---|---|
|
Back buton |
To allow the user to navigate to the Task List screen. |
Displays the Task List screen. |
Always |
None |
1 |
|
Toggle Map View Display button |
Low to medium resolution mobile device:
High resolution mobile device:
|
On a low or medium resolution mobile device pressing this button will slide all screen items below the Control Bar downwards to reveal the Map panel. Clicking the Toggle Map View Display button again will slide the screen items back up, hiding the Map panel. On a high-resolution mobile device pressing this button will slide all screen items below the Control Bar and to the left of the Map panel so that the Map panel may take up more of the screen left-to-right. Clicking the Toggle Map View Display button again will slide the screen items back to the right, shrinking the Map panel. |
Always |
None |
2 |
|
GPS App Launch button |
To allow the user to use the default GPS mapping app on their mobile device so that they can use the advanced mapping capabilities, including live traffic information, of that app. |
Launches the mobile device’s default GPS mapping app to show the route from the user’s current location and the location for the selected task. |
On a low or medium resolution mobile device this button is only shown when the Current Task Map panel is also displayed. On a high-resolution mobile device this button is always shown. |
None |
3 |
|
Task Detail panel |
To allow the user to see more detailed information about the current task as detailed. This panel is made up of quite a few text display fields, these are detailed in Selected Task Detail Panel explained below. Also, on low or medium resolution mobile devices, functions as a button to allow the user to show or hide the Map panel. On a high-resolution mobile device this panel does not function as a button. |
On a low or medium resolution mobile device pressing this button will slide all screen items below the Control Bar downwards to reveal the Map panel. Clicking the Toggle Map View Display button again will slide the screen items back up, hiding the Map panel. |
Always |
None |
4 |
|
Start button |
To allow the user to mark the current task, if it has not yet been started before, as started. |
Sets the Status of the current task as In Progress and changes the button to an inactive state (as shown by the change of display style. |
Always displayed but may be displayed differently depending on the status of the current task as shown in the Start button availability styles and statuses below. |
None |
5 |
|
Complete button |
To allow the user to mark the current task as completed. |
Sets the Status of the current task as Completed and changes the display style of the Complete button to Completed. |
Always displayed but may be displayed differently depending on the status of the current task and the recording to data in any tabs marked in the configuration as Mandatory as shown in the Complete button availability styles and statuses below.
Note:
If there are no tabs marked as mandatory then, when the Status of the current task is set to In Progress, the Complete button will be set to Started And Able To Complete. |
None |
6 |
|
Tab list |
To show the user all tabs that have been made active in the configuration.
Note:
In addition to the tabs shown for the asset that the selected task is for, Field Service Mobile can show child assets of that asset. Each of these child assets will have one or more of its own tabs. See Child Asset Tabs explained below for more detail. |
None |
The task list is hidden until all of the data for the selected task has been downloaded from the cloud. |
None |
7 |
|
Tab List entry |
To show the user the name, current/not current status and mandatory/not mandatory status of a particular tab. Also, to act as a button that, when pressed, displays the Tab screen for that particular tab. There are a number of display styles for Current Task Tab List entry. These are detailed below in Selected Task Tab list display styles explained. |
Displays the appropriate screen for the particular tab. Which screen is opened may depend on whether the user has been into that tab previously for this task and saved data. For example, if the user presses on the Quote Tab List entry and has not saved any quote data previously for the current task then the Add/ Conversely if the user has previously saved quote data for the current task and presses on the Quote Tab List entry then the Quote List screen will be shown. |
As long as one or more tabs are made active in the configuration. |
None |
8 |
|
Map panel |
To allow the user to see their current location and the location of the task on a map. Pressing on the Task Location button will display the Task List screen in Map View so that the user may see more detail about their assigned tasks. |
If the user presses on one of the Task Location buttons, then the Selected Task Details screen will be displayed in Map View. See Selected Task Detail Screen Map Panel explained below for more detail. Displays the alert below if the user attempts the pan the map with only one finger. |
For low and medium resolution mobile devices the map is only visible when the user presses on the Toggle Map View Display button or on the Task Detail panel. |
“Use two fingers to move the map”. |
9 |
Start button availability styles and statuses
|
Display Style |
Status |
Effect |
|---|---|---|
|
Not started |
Not started |
If pressed this button, then changes the Status of the current task to In Progress. Also, the Start text on the button is replaced with the time at which the Status of the current tab was set to In Progress. |
|
In Progress |
In Progress |
When the status of the current task is In Progress then this button, while displayed, becomes inactive. |
|
Completed |
Completed |
When the status of the current task is Completed then this button, while displayed, becomes inactive. |
Complete button availability styles and statuses
|
Display Style |
Status |
Mandatory tab completion |
Effect |
|---|---|---|---|
|
Not Complete |
Not Started |
— |
When the status of the current task is Not Started then this button, while displayed, becomes inactive. |
|
Started But Not Yet Able To Complete |
In Progress |
Incomplete |
When the status of the current task is In Progress but there are one or more mandatory tabs which have not yet had data saved for them, then this button, while displayed, becomes inactive. |
|
Started And Able To Complete |
In Progress |
Complete or there are no mandatory tabs |
|
|
Completed |
Completed |
— |
When the status of the current task is Completed then this button, while displayed, becomes inactive. Also, the Complete text on the button is replaced with the time at which the Status of the current task was set to Complete. |
The following is a screenshot of the Selected Task Details screen in a low or medium resolution mobile device:
The following is a screenshot of the Selected Task Details screen in a high resolution mobile device:
Selected Task Detail Panel explained
|
Section |
Description |
Highlighted in Screenshot |
|---|---|---|
|
Selected Task Customer Name display text field |
This field displays the name of the customer for the selected task. |
1 |
|
Selected Task Projected Start and End Time display text field |
This field displays the projected start time and projected end time. This time is shown in the time zone of the user (rather than the scheduler, should they be in different time zones). The format of this field is a concatenation of the following database fields and display items: [START TIME]+{am | pm | blank}+” – “+[END TIME]+{am | pm}
Note:
For the first am/pm label, if the second am/pm label matches the first, then the first am/pm label is set to blank. |
2 |
|
Selected Task Asset Details display text field |
This field displays the name of the asset for the selected task. |
3 |
|
Selected Task Purpose display text field |
This field displays information that is designed to inform the user of the purpose of the field. |
4 |
|
Selected Task Details display text field |
This field displays a number of details about the task including, but not limited to, the task number and the case number. |
5 |
|
Selected Task Address display text field |
This field displays the address of the asset for the selected task. |
6 |
The following is a screenshot of the Selected Task Details panel:
Selected Task Tab list display styles explained
The items in the Selected Task Tab list have a number of visual styles that inform the user of the status of the particular tab. These are explained below.
|
Tab Status |
Description |
Explanation |
|---|---|---|
|
Standard |
Light text |
The name of the tab being shown in light gray text shows that the tab contents are viewable, editable and, as long as all requirements within that tab have been met, able to be saved to the cloud. |
|
Not Editable |
Dark text |
The name of the tab being shown in dark gray text shows that the tab contents are viewable but not editable or able to be saved to the cloud.
Note:
Field Service Mobile can be configured so that a tab is not editable until:
|
|
Current |
Light green bar at left plus white text |
A light green bar at the very left-hand side of the list shows that this tab is the last one that the user has selected by pressing on its entry in the tab list. If the tab is not set as not editable then the name of the tab will be displayed in white text. |
|
Current and Not Editable |
Light green bar at left plus dark text |
A light green bar at the very left-hand side of the list shows that this tab is the last one that the user has selected by pressing on its entry in the tab list. If the tab is not set as not editable then the name of the tab will be displayed in dark text. |
|
Mandatory Completion |
Dark green bar at left |
A dark green bar at the very left-hand side of the list entry shows that this tab must be appropriately filled out and its content saved before the Status of the selected task may be set to Complete.
Note:
If a tab is set to the Mandatory Completion setting but the task has not yet been marked as started then the display style will be set to Not Editable until the Status of the selected task is set to In Progress. |
Child Asset Tabs explained
In addition to the tabs shown for the selected task, Field Service Mobile can show child assets in the Tab list as well.
An asset can have one or more child assets shown for a particular task. Each of these child assets in the tab list will have their own tabs.
To see the Tab list entries for a child asset simply press on the Tab List entry for that child asset and the child asset’s tabs will be shown.
These child asset tabs will be indented to the right of the standard tab entries.
Selected Task Detail Screen Map Panel explained
The map panel below shows the user a symbol signifying their location as well another signifying the location of the selected task.
Similar to many GPS mapping apps the user can zoom in, zoom out and pan around the map so that the can see the location and level of detail required.
Technician Symbol
The location of the technician is signified by an instance of the Technician Symbol.
If the technician’s information in Field Service includes a photo of them this will be shown as part of the symbol.
Task Location Symbol
The task location is signified by an instance of the Task Location icon.
Pressing on any one of these icons will display the Selected Task Detail screen in Map View allowing the user to see more detail for the selected task.
Fastest Route indicator
Running between the Technician symbol and the Task Location symbol is shown the fastest route between the two points. The distance and estimated travel time are shown in the Control Bar at the top of the screen.
The estimated travel time is based on data that is not taking into account live traffic information. If the user wants an estimate that takes into account live traffic data, they should load the route into their mobile device’s default GPS mapping app, such as Google Maps, by using the GPS App Launch button.
Splay Zoom In gesture
To zoom in on the map the user should splay two fingers apart on the screen of the mobile device in the location that they want to zoom in to.
Double Press Zoom In gesture
Double pressing quickly in one location on the map will also zoom in.
Zoom Out gesture
To zoom out of the map the user should use pinch two fingers together on the screen of the mobile device anywhere on the map.
Pan North/South/East/West gestures
To pan around the map the user should place two fingers on the mobile device screen anywhere on the map and slide up, down, left or right.