Inventory Tab

The Inventory tab allows the user to record inventory used in the completion of the selected task.

This tab contains two screens. One is known as the Add/Edit/Delete Inventory Item screen and the other as the Inventory Item List screen.

Add/Edit/Delete Inventory Item screen in detail

This screen allows the user to add a new inventory item. It also allows the user to edit or delete a previously added inventory item.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the Inventory Item List screen.	If there are already one or more saved inventory items for this task, then Field Service Mobile shows Inventory Item List screen. If there are no saved inventory items for this task, then this button has no effect.	Always	None	1
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	2
Delete Inventory Item button	To allow the user to delete an inventory item that has already been saved to the cloud.	Deletes the current inventory item from the cloud and then shows the Add/Edit/Delete Inventory Item screen with default values.	When viewing an inventory item that has been saved.	None	3
Saving To Cloud indicator	To inform the user that the inventory item is being saved to the cloud.	None	After the Save button has been pressed until the data has been saved to the cloud.	None	4
Discard Changes button	To allow the user to clear any changes that have been made within the Add/Edit/Delete Inventory Item screen.	Shows the alert below. If the user presses OK on the alert, then Field Service Mobile reverts the contents of all data entry fields back to the previous values. If no data has been saved to the cloud for the current inventory item, then all data entry items will be set to default values. If data has been saved previously for the current inventory item, then all values revert to their previous values when the inventory item data was last saved. If the user presses Cancel on alert, then the alert is hidden, and no changes are made.	Once changes are made to any of the data entry fields within the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	To allow the user to save any changes that have been made within the Add/Edit/Delete Inventory Item screen.	Saves all the data entered within the Add/Edit/Delete Inventory Item screen for the selected task.	Once both the Item dropdown list and the Quantity text field contain valid values.	None	6
Item Search button	To show the normally hidden Item Search text box to allow the user to type in a search query.	If the user presses on the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button allowing the user to type in a search query.	Always	None	7
Item Search text box	To allow the user to enter a search query which will be used to show only matching items in the Item dropdown list making it easier and quicker to find the desired item.	As the user types the search query text in the Item Search text box the Item dropdown list changes to show the user how many items match the search query. Once the user has typed the query, they should press on the Item dropdown list to show the matching items.	After the Item Search button has been pressed but the user has not pressed anywhere on the screen except for the Item Search button or Item Search text box.	None	8
Item dropdown list	To allow for the user to select from a list of items. The list will be either the full list of all items in the system if the user has not entered a search query using the Item Search text box or, or a subset of all items in the system matching the search query if they have entered a search query.	None	Always	None	9
Barcode Scanner button	To allow the user to use the camera on their mobile device to scan a supported barcode. If the barcode scanned matches the information for a particular item, then that item is selected in the Item Search text box. Note: The supported types of barcodes are EAN, EAN 8, Code 128 and UPC.	Displays a live feed from the mobile device’s camera in a window that covers part of the device’s screen. If the user places the mobile device such that a valid barcode can be read by the system then the barcode is scanned, the live feed window is hidden, and the number read is placed in the Item Search text box. If the user presses either inside or outside the live feed window before a valid barcode is read the window is closed.	If the mobile device being used is running the iOS operating system from Apple and Field Service Mobile is being run as a home screen shortcut, rather than within a tab in a web browser app, then the Barcode Scanner button will not be available. The Barcode Scanner button will be visible in all other circumstances.	None	10
Quantity text field	To allow the user to add a quantity for the current inventory item.	None	Always	None Note: This field only allows the user to type numerals, decimal points or the letter “e”. To be considered valid the value entered must not have a decimal point preceding another character or contain the letter “e”.	11
Item text display field	To display to the user the name of the inventory item selected in the Item dropdown list.	None	Always	None	12
Location text display field	To display to the user the location of the inventory item selected in the Item dropdown list.	None	Always	None	13
Bin text display field	To display to the user the bin location of the inventory item selected in the Item dropdown list.	None	Always	None	14
Serial/Lot display field	To display to the user the serial number or lot details of the inventory item selected in the Item dropdown list.	None	Always	None	15

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the Inventory Item List screen.

If there are already one or more saved inventory items for this task, then Field Service Mobile shows Inventory Item List screen.

If there are no saved inventory items for this task, then this button has no effect.

Always

None

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

Delete Inventory Item button

To allow the user to delete an inventory item that has already been saved to the cloud.

Deletes the current inventory item from the cloud and then shows the Add/Edit/Delete Inventory Item screen with default values.

When viewing an inventory item that has been saved.

None

Saving To Cloud indicator

To inform the user that the inventory item is being saved to the cloud.

None

After the Save button has been pressed until the data has been saved to the cloud.

None

Discard Changes button

To allow the user to clear any changes that have been made within the Add/Edit/Delete Inventory Item screen.

Shows the alert below.

If the user presses OK on the alert, then Field Service Mobile reverts the contents of all data entry fields back to the previous values.

If no data has been saved to the cloud for the current inventory item, then all data entry items will be set to default values.

If data has been saved previously for the current inventory item, then all values revert to their previous values when the inventory item data was last saved.

If the user presses Cancel on alert, then the alert is hidden, and no changes are made.

Once changes are made to any of the data entry fields within the screen.

Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.

Save button

To allow the user to save any changes that have been made within the Add/Edit/Delete Inventory Item screen.

Saves all the data entered within the Add/Edit/Delete Inventory Item screen for the selected task.

Once both the Item dropdown list and the Quantity text field contain valid values.

None

Item Search button

To show the normally hidden Item Search text box to allow the user to type in a search query.

If the user presses on the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button allowing the user to type in a search query.

Always

None

Item Search text box

To allow the user to enter a search query which will be used to show only matching items in the Item dropdown list making it easier and quicker to find the desired item.

As the user types the search query text in the Item Search text box the Item dropdown list changes to show the user how many items match the search query. Once the user has typed the query, they should press on the Item dropdown list to show the matching items.

After the Item Search button has been pressed but the user has not pressed anywhere on the screen except for the Item Search button or Item Search text box.

None

Item dropdown list

To allow for the user to select from a list of items.

The list will be either the full list of all items in the system if the user has not entered a search query using the Item Search text box or, or a subset of all items in the system matching the search query if they have entered a search query.

None

Always

None

Barcode Scanner button

To allow the user to use the camera on their mobile device to scan a supported barcode. If the barcode scanned matches the information for a particular item, then that item is selected in the Item Search text box.

Note:

The supported types of barcodes are EAN, EAN 8, Code 128 and UPC.

Displays a live feed from the mobile device’s camera in a window that covers part of the device’s screen.

If the user places the mobile device such that a valid barcode can be read by the system then the barcode is scanned, the live feed window is hidden, and the number read is placed in the Item Search text box.

If the user presses either inside or outside the live feed window before a valid barcode is read the window is closed.

If the mobile device being used is running the iOS operating system from Apple and Field Service Mobile is being run as a home screen shortcut, rather than within a tab in a web browser app, then the Barcode Scanner button will not be available.

The Barcode Scanner button will be visible in all other circumstances.

None

Quantity text field

To allow the user to add a quantity for the current inventory item.

None

Always

None

Note:

This field only allows the user to type numerals, decimal points or the letter “e”.

To be considered valid the value entered must not have a decimal point preceding another character or contain the letter “e”.

Item text display field

To display to the user the name of the inventory item selected in the Item dropdown list.

None

Always

None

Location text display field

To display to the user the location of the inventory item selected in the Item dropdown list.

None

Always

None

Bin text display field

To display to the user the bin location of the inventory item selected in the Item dropdown list.

None

Always

None

Serial/Lot display field

To display to the user the serial number or lot details of the inventory item selected in the Item dropdown list.

None

Always

None

Inventory Item List screen in detail

This screen allows the user to view all inventory items that have been added for this task.

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
Add New Inventory Item button	Allows the user to display the Add/Edit/Delete Inventory Item screen so that they may add a new inventory item.	Shows the Add/Edit/Delete Inventory Item screen with default values for all data entry fields.	Always	None	2
Inventory Item list	To show the user all of the saved inventory items for the selected task.	None	Always	None	3
Inventory Item List entry	To show the user the name, bin location, serial number or lot information and quantity used of a particular item within the Inventory Item list. Also, to function as a button where, when the user presses on it, the Add/Edit/Delete Inventory Item screen is displayed.	Shows the Add/Edit/Delete Inventory Item screen is displayed with the data entry fields pre-filled with the saved values for the current inventory item.	Always	None	4

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

Add New Inventory Item button

Allows the user to display the Add/Edit/Delete Inventory Item screen so that they may add a new inventory item.

Shows the Add/Edit/Delete Inventory Item screen with default values for all data entry fields.

Always

None

Inventory Item list

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

None

Always

None

Inventory Item List entry

To show the user the name, bin location, serial number or lot information and quantity used of a particular item within the Inventory Item list.

Also, to function as a button where, when the user presses on it, the Add/Edit/Delete Inventory Item screen is displayed.

Shows the Add/Edit/Delete Inventory Item screen is displayed with the data entry fields pre-filled with the saved values for the current inventory item.

Always

None

General Notices