Return Tab

The Return tab allows the user to create and save a list of warehouse items that are currently in their local (van) warehouse and send them back to the technician’s default warehouse.

This tab contains two screens. One is known as the Return Item List screen, the next as the Add/Edit/Delete Return Item screen.

Return Item List screen in detail

This screen allows the user to view all of the returned items for the selected 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
Saving To Cloud indicator	To inform the user that the return 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	2
Discard Changes button	To allow the user to clear any changes that have been made within the Return 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 return item, then all data entry items will be set to default. If data has been saved previously for the current return item, then all values revert to their previous values when the return data was last saved. If the user presses Cancel on alert, then the alert is hidden, and no changes are made.	When there are unsaved changes in the Return Item list.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel.”	3
Save button	To allow the user to save any changes that have been made within the Return Item List screen.	Saves all the data entered within the Return Item List screen for the selected task.	When there are unsaved changes in the Return Item list.	None	4
Add New Return Item button	Allows the user to navigate to the Add/Edit/Delete Return Item screen to add a new return item.	Shows the Add/Edit/Delete Return Item screen with the data entry items set to default values.	Always viewable but not active when the Saving To Cloud indicator is not visible.	None	5
Return Items list	To allow the user to see all return items that have been added for the selected task.	None	Always	None	6
Return Item List entry	To show the basic information for each return item that has been added and to function as a button which, when pressed, allows the user to navigate to the Add/Edit/Delete Return Item screen so that they may view more detailed information about the return item.	Shows the Add/Edit/Delete Return Item screen.	When there are one or more return items added for the selected task.	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

Saving To Cloud indicator

To inform the user that the return 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 Return 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 return item, then all data entry items will be set to default.

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

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

When there are unsaved changes in the Return Item list.

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 Return Item List screen.

Saves all the data entered within the Return Item List screen for the selected task.

When there are unsaved changes in the Return Item list.

None

Add New Return Item button

Allows the user to navigate to the Add/Edit/Delete Return Item screen to add a new return item.

Shows the Add/Edit/Delete Return Item screen with the data entry items set to default values.

Always viewable but not active when the Saving To Cloud indicator is not visible.

None

Return Items list

To allow the user to see all return items that have been added for the selected task.

None

Always

None

Return Item List entry

To show the basic information for each return item that has been added and to function as a button which, when pressed, allows the user to navigate to the Add/Edit/Delete Return Item screen so that they may view more detailed information about the return item.

Shows the Add/Edit/Delete Return Item screen.

When there are one or more return items added for the selected task.

None

Add/Edit/Delete Return Item screen in detail.

This screen allows the user to add, edit or delete a returned item.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the Return Item List screen.	Displays the Return Item List screen.	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 Return Item button	To allow the user to delete a previously saved returned item.	Shows the alert below. If the user presses OK, then the current new task for the current case is deleted and all values on the Add/Edit/Delete Return Item screen are reverted back to default values. If user presses Cancel, then the alert is hidden, and no changes are made.	If the user has just saved the data for a received item or has just navigated to the Add/Edit/Delete Return Item screen by pressing on a Return Item List entry within the Return Item list and has not yet made any changes to the data entry fields on the Add/Edit/Delete Return Item screen.	Shows the alert “Are you sure you want to Delete? OK. Cancel”.	3
Saving To Cloud indicator	To inform the user that the new returned item details are 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 Return 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 new return item data has been saved previously for the selected received item, then all data entry items will be set to default values. If new return item data has been saved previously for the selected return item, then all values revert to their previous values when the new return 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 items within the Add/Edit/Delete Return Item 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 Return Item screen.	Saves all the data entered within the Add/Edit/Delete Return Item screen.	Once the Item dropdown list and the Quantity text field both contain valid data.	None	6
Item dropdown list	To allow the user to select an item to return.	None	Always	None	7
Quantity text field	To allow the user to enter a quantity value.	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”.	8

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

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

Displays the Return Item List screen.

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 Return Item button

To allow the user to delete a previously saved returned item.

Shows the alert below.

If the user presses OK, then the current new task for the current case is deleted and all values on the Add/Edit/Delete Return Item screen are reverted back to default values.

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

If the user has just saved the data for a received item or has just navigated to the Add/Edit/Delete Return Item screen by pressing on a Return Item List entry within the Return Item list and has not yet made any changes to the data entry fields on the Add/Edit/Delete Return Item screen.

Shows the alert “Are you sure you want to Delete? OK. Cancel”.

Saving To Cloud indicator

To inform the user that the new returned item details are 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 Return 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 new return item data has been saved previously for the selected received item, then all data entry items will be set to default values.

If new return item data has been saved previously for the selected return item, then all values revert to their previous values when the new return 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 items within the Add/Edit/Delete Return Item 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 Return Item screen.

Saves all the data entered within the Add/Edit/Delete Return Item screen.

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

None

Item dropdown list

To allow the user to select an item to return.

None

Always

None

Quantity text field

To allow the user to enter a quantity value.

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”.

General Notices