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FieldLogs

Navigating through the Application

For more information about the Controls used in FieldLogs, read Controls.

Note

The FieldLogs UI differs depending on the device. This documentation refers to the iPad UI.

The main menu on different devices is shown below.

iPad

To collapse or expand the main menu in the iPad, tap on the Field Logs logo icon_fieldlogs.png as indicated below.

With_main_menu_2.png
collapse.png

Android

To collapse or expand the main menu in Android, tap on 3_lines-_android.png the icon.

android-_without_maninmenu.png
android_with_main_menu.png

iPhone

You can access the main menu on iPhone from the bottom of the screen.

Iphone.png

Note

From the main menu, you can access the Templates, the Tech Docs , and the Ad-hoc tasks.

When you tap on any Task in your Inbox, a contextual menu opens.

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The table below lists the options in the menu and whether they are available on a new and/or started Task.

A new Task is a Task that the assignee has neither viewed nor started.

A Started Task is a Task that the Assignee has started.

Options

Description

Condition

New Task

Started Task

Manage

1. Pickup

Picks up the Task.

Any member with access to the Task Queue can pick up the Task, and you become the assignee.

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2. Run

Runs The Task.

For an Open Queue, Run is available for any new Task. Pickup is automatic.

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3. Continue

Continues a Task that is already started.

Available to all assignee/team members.

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right_mark_26.png

4. View Template

View the Template of the Task.

Available to all members.

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5. View Task

View the Task content.

Available to all members.

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6. Preview Task

Provides a preview of the Task.

Available to all members.

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7. Report

Generates a Task report that can be downloaded to your device.

Available to all members.

right_mark_26.png

right_mark_26.png

8. Raise Incident

Raises an incident from the Task.

Available to all members.

right_mark_26.png

right_mark_26.png

9. Locate Task

Shows the starting point of a Task on the map.

Available for all Tasks, whether they are started or not, if a starting point is defined for it.

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wrong_mark_.png

Share

1. Share link

Shares the link to the Task.

Available to all members.

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right_mark_26.png

2. Push to my Inbox

Sends the Tasks to your own Inbox.

Available to all members.

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right_mark_26.png

3. Push to the user's Inbox

Sends the Task to the user's Inbox.

Available to all members.

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right_mark_26.png

4. QR Code

Scan the QR Code from another device to access the Task.

Available to all members.

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right_mark_26.png

Info and Content

Task Info

Opens information about the Task.

Available to all members, only if the Task is in the Inbox.

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right_mark_26.png

Task Details

Gives details about the Task.

Available to all members, only if the Task is in the Inbox.

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View Incidents

View Raised Incidents.

Available for any Tasks. Enabled if there are Incidents.

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View Redo

Displays all Steps that have been marked for redo and are pending to be done.

Available for started Tasks with Redo.

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View Hints

Hints display the next action list to be performed during the Task Execution.

Available for started Tasks with actions left to do.

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View Result set

View the Result Set of the Task.

Available for started Tasks with Result Sets generated.

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Browse Logs

Helps browse Logs.

Available for started Tasks with Blogs.

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Synchronization

Mark for offline work

Downloads the data and picks up the Task.

The action is enabled if you are missing data or not the assignee.

right_mark_26.png

right_mark_26.png

Refresh Task Status

Refresh the information of the Task.

Available to all members, only if the Task is in the Inbox.

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right_mark_26.png

Force Data Sync

Refresh the Task information (like above) and force the Task data to refresh.

Available to all members, only if the Task is in the Inbox.

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right_mark_26.png

Modify

Edit Task

Open a menu to edit information about the Task.

Available to all members.

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right_mark_26.png

Edit Task Details

Open a menu to edit Task details.

Available for Started Tasks.

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Reassign

Assign the Task to another team member or to another queue.

Available to the assignee, team member, or new Task, unless the Task is sealed.

wrong_mark_.png

right_mark_26.png

Bookmark Task

Bookmarks the Task by displaying a star next to the Task.

Bookmark the Task. A star is displayed next to the Task.

right_mark_26.png

right_mark_26.png

Note

If the Task was just created or is still synchronizing, some options will be unavailable until the synchronization is complete.