History Tab

The History tab allows the user to view completed tasks that have been carried out on the current asset.

This tab contains four screens. One is known as the History Task List screen, the next as the History Task Details screen, the next as the History Inventory Display screen and the last as the History File Display screen.

History Task List screen in detail

This screen allows the user to view all of the historical tasks that have been performed on the selected task’s asset.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Search text field	To allow the user to type in a search query to force the History Task list to only show a subset of the total number of historical tasks for the current asset.	When the user enters the search query and then presses Enter on the mobile device keyboard Field Service Mobile will then download from the cloud a subset of the total number of historical tasks for the current asset and show the results in the History Task list.	When the Search button has been pressed and the user has not pressed on the Hide Search Text Field button.	None	2
Search button	To allow the user to display the search text field.	Displays the Search text field.	When the Search text field is not visible.	None	3
Hide Search text field button	To hide the Search Text Field button and then show the total number of historical tasks for the current asset.	Hides the Search text field then Field Service Mobile will download from the cloud the total number of historical tasks for the current asset and show the results in the History Task list.	When the Search text field is visible.	None	4
History Data Download indicator	To inform the user that Field Service Mobile is downloading data for the history from the cloud.	None	From when the History Task List screen is first displayed until the data for the history has completed downloading from the cloud. Or, when the user has entered a search query into the Search text field and presses Enter on the mobile device keyboard the History Data Download indicator will be shown until the data returned from the query has completed downloading.	None	5
History Task list	To show the user all of the historical tasks for the current asset.	None	Always	None	6
History Task list item	To show the user the Details and Date of a particular historical task within the History Task list. Also, to function as a button where, when the user presses on it, the History Task Details screen is displayed.	Shows the History Task Details screen with the fields filled with the values for the current historical task.	Always	None	7

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Search text field

To allow the user to type in a search query to force the History Task list to only show a subset of the total number of historical tasks for the current asset.

When the user enters the search query and then presses Enter on the mobile device keyboard Field Service Mobile will then download from the cloud a subset of the total number of historical tasks for the current asset and show the results in the History Task list.

When the Search button has been pressed and the user has not pressed on the Hide Search Text Field button.

None

Search button

To allow the user to display the search text field.

Displays the Search text field.

When the Search text field is not visible.

None

Hide Search text field button

To hide the Search Text Field button and then show the total number of historical tasks for the current asset.

Hides the Search text field then Field Service Mobile will download from the cloud the total number of historical tasks for the current asset and show the results in the History Task list.

When the Search text field is visible.

None

History Data Download indicator

To inform the user that Field Service Mobile is downloading data for the history from the cloud.

None

From when the History Task List screen is first displayed until the data for the history has completed downloading from the cloud.

Or, when the user has entered a search query into the Search text field and presses Enter on the mobile device keyboard the History Data Download indicator will be shown until the data returned from the query has completed downloading.

None

History Task list

To show the user all of the historical tasks for the current asset.

None

Always

None

History Task list item

To show the user the Details and Date of a particular historical task within the History Task list.

Also, to function as a button where, when the user presses on it, the History Task Details screen is displayed.

Shows the History Task Details screen with the fields filled with the values for the current historical task.

Always

None

History Task Details screen in detail

This screen allows the user to view details for the selected historical task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the History Task List screen.	Shows the History Task List screen.	Always	None	1
Toggle Selected Task Screen Visibility button	To allow the user access to functions on the Selected Task Details screen. To allow the user access to functions on the Selected Task Details screen. Inside this button the task number of the selected task is shown.	Shows the Selected Task Details screen.	Always	None	2
Date text display field	To show the user the task start date for the selected historical task.	None	Always	None	3
Assigned text display field	To show the user the primary assigned technician field for the selected historical task.	None	Always	None	4
Phone text display field	To show the user the phone number field for the selected historical task. Also works as a button where, if the user presses it, the phone number will be sent to the mobile device’s default phone dialling app.	Launches the mobile device’s default phone dialing app.	Always	None	5
Details text display field	To show the user a job summary for the selected historical task.	None	Always	None	6
Actions text display field	To show the user the actions field for the selected historical task.	None	Always	None	7
Inventory Items list	To show the user all of the inventory items used for the selected historical task.	None	Always	None	8
Inventory Items list entry	To show the user the Item and Quantity fields of a particular inventory item for the selected historical task. Also work as a button where, when the user presses on it, the History Inventory Items screen is displayed.	Shows the History Inventory Items screen with the fields with the values for the selected inventory item for the selected historical task.	If there are one or more inventory items saved for the selected historical task.	None	9
Files list	To show the user all of the files saved for the selected historical task.	None	Always	None	10
Files List entry	To show the user the name, description and file size of a particular saved file for the current historical task for the current asset. Also, to function as a button where, when the user presses on it, the History File Item Details screen is displayed.	Shows the History File Item Details screen with the fields showing the values for the current file item for the current historical task for the current asset.	If there are one or more files saved for the current historical task.	None	11

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the History Task List screen.

Shows the History Task List screen.

Always

None

Toggle Selected Task Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Inside this button the task number of the selected task is shown.

Shows the Selected Task Details screen.

Always

None

Date text display field

To show the user the task start date for the selected historical task.

None

Always

None

Assigned text display field

To show the user the primary assigned technician field for the selected historical task.

None

Always

None

Phone text display field

To show the user the phone number field for the selected historical task.

Also works as a button where, if the user presses it, the phone number will be sent to the mobile device’s default phone dialling app.

Launches the mobile device’s default phone dialing app.

Always

None

Details text display field

To show the user a job summary for the selected historical task.

None

Always

None

Actions text display field

To show the user the actions field for the selected historical task.

None

Always

None

Inventory Items list

To show the user all of the inventory items used for the selected historical task.

None

Always

None

Inventory Items list entry

To show the user the Item and Quantity fields of a particular inventory item for the selected historical task.

Also work as a button where, when the user presses on it, the History Inventory Items screen is displayed.

Shows the History Inventory Items screen with the fields with the values for the selected inventory item for the selected historical task.

If there are one or more inventory items saved for the selected historical task.

None

Files list

To show the user all of the files saved for the selected historical task.

None

Always

None

Files List entry

To show the user the name, description and file size of a particular saved file for the current historical task for the current asset.

Also, to function as a button where, when the user presses on it, the History File Item Details screen is displayed.

Shows the History File Item Details screen with the fields showing the values for the current file item for the current historical task for the current asset.

If there are one or more files saved for the current historical task.

None

History Inventory Display screen in detail

This screen allows the user to view all of the inventory items that are saved for the selected historical task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the History Task Display screen.	Displays the History Task Display screen.	Always	None	1
View Previous Historical Inventory Item button	To allow the user to view the details for the previous historical inventory item.	Replaces the value of the Item display text field and the Quantity display text field with the stored values for the previous historical inventory item.	If the currently displayed historical inventory item is not the first in the list.	None	2
View Next Historical Inventory Item button	To allow the user to view the details for the next historical inventory item.	Replaces the value of the Item display text field and the Quantity display text field with the stored values for the next historical inventory item.	If the currently displayed historical inventory item is not the last in the list.	None	3
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen. This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned. Inside this button, once the transfer order has been saved, the transfer order number is shown.	Shows the Selected Task Details screen.	Always	None	4
Item display text field	To show the user the item name of the selected historical inventory item.	None	Always	None	5
Quantity display text field	To show the user the quantity of the selected historical inventory item.	None	Always	None	6

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the History Task Display screen.

Displays the History Task Display screen.

Always

None

View Previous Historical Inventory Item button

To allow the user to view the details for the previous historical inventory item.

Replaces the value of the Item display text field and the Quantity display text field with the stored values for the previous historical inventory item.

If the currently displayed historical inventory item is not the first in the list.

None

View Next Historical Inventory Item button

To allow the user to view the details for the next historical inventory item.

Replaces the value of the Item display text field and the Quantity display text field with the stored values for the next historical inventory item.

If the currently displayed historical inventory item is not the last in the list.

None

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned.

Inside this button, once the transfer order has been saved, the transfer order number is shown.

Shows the Selected Task Details screen.

Always

None

Item display text field

To show the user the item name of the selected historical inventory item.

None

Always

None

Quantity display text field

To show the user the quantity of the selected historical inventory item.

None

Always

None

History File Item Details screen in detail

This screen allows the user to view details of the selected file item saved for the selected historical task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the History Task Details screen.	Displays the History Task Details screen.	Always	None	1
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen. This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned. Inside this button the file name for the selected file item is shown.	Shows the Selected Task Details screen.	Always	None	2
View History File button	To allow the user to view the historical file.	The file will be launched into a new browser tab. Depending on the operating system of the mobile device being used the file, and depending on the file type, this file will either display in the new tab or be saved into the device’s permanent storage so that another app may be able to display the file.	Always	None	3
History File Size text display field	To show the user the size of the historical file.	None	Always	None	4
History File Description text display field	To show the user the description of the historical file.	None	Always	None	5

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the History Task Details screen.

Displays the History Task Details screen.

Always

None

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

This button, positioned in the Control Bar, spans the entire width of the screen except where any other buttons are positioned.

Inside this button the file name for the selected file item is shown.

Shows the Selected Task Details screen.

Always

None

View History File button

To allow the user to view the historical file.

The file will be launched into a new browser tab. Depending on the operating system of the mobile device being used the file, and depending on the file type, this file will either display in the new tab or be saved into the device’s permanent storage so that another app may be able to display the file.

Always

None

History File Size text display field

To show the user the size of the historical file.

None

Always

None

History File Description text display field

To show the user the description of the historical file.

None

Always

None

General Notices