Details Tab

The Details tab lets you make final notes about a task, add your signature, capture the client's name, email and signature to record completion of the task.

This tab has one screen known as the Details screen.

Even after you save data to the cloud, you can still edit and the updated data may be saved over existing data.

Details screen in detail

This screen lets you record final information for the selected task. By default, the Details tab is set to mandatory completion and you cannot save information in the Details screen until there is data in the Technician Signature drawing box. This means that you should sign on this screen and save the data before the Status of the task can be set to Complete.

Optionally, you can also record actions taken, close the entire case of tasks if necessary, and add the customer representative's name, email address and signature.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	2
Discard Changes button	Lets you clear any changes made in the Details screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values. If no details data has been saved previously for the selected task, then all data entry items are set to default values. If details data has been saved previously for the selected task, then all values revert to their previous values when the details data was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry items in the screen.	Shows the alert “Are you sure you want to discard your changes?"	3
Save button	Lets you save the entered values for each data entry item.	Save the values into a new details record, showing the Saving To Cloud indicator while this happens. When the data has been saved, either locally or in the cloud the Saving To Cloud indicator is hidden.	When the Actions Taken text box and the Technician Signature drawing box both contain data.	None	4
Actions Taken text box	Lets you record text comments regarding the task.	None	Always	None	5
Case Closed checkbox	Lets you mark the entire case as closed. If you check this box when the data is saved and the selected task is completed, then other tasks in the case are set to Closed.	None	Always	None	6
Clear Technician Signature button	Lets you clear the contents of the Technician Signature drawing box.	Clears the contents of the Technician Signature drawing box.	When the Technician Signature drawing box has data in it.	None	7
Technician Signature drawing box	Lets you sign on your mobile device and show completion of the task.	None	Always	None	8
Name text field	Lets you enter the customer's name.	None	Always	None	9
Email text field	Lets you enter the customer's email address.	None	Always	None	10
Clear Customer Signature button	Lets you clear the contents of the Customer Signature drawing box.	Clears the contents of the Customer Signature drawing box.	When the Customer Signature drawing box has data in it.	None	11
Customer Signature drawing box	Lets you sign on your mobile device's screen and accept that the task has been completed.	None	Always	None	12

General Notices