Job/Ticket Log
FieldFX has specific objects called Job Log and Ticket Log where mobile users can create log entries on a specific job or ticket.
Field users can capture activities that are happening on a job or ticket throughout the length of a job. Some customers require their users to track their activities at the job level.
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Before the addition of Job Logs, a system admin creates a custom FX Form or uses a customized ticket log object. The user, on the other hand, who makes the ticket log goes inside the job’s ticket and tracks the activities related to the ticket.
With the old FX Forms, values in the log entry can’t be forward to a new log entry. Using the new job logs, values can be brought forward to a new job log entry.
A job can consist of multiple tickets:
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where a ticket could be created for each day on the job
or -
where a ticket could be created for any activity performed on the job, or both).
The job can be active over multiple days.
Features
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Job Log Entries can be captured either in Back Office or Mobile
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If there are many job entries, the user can collapse the log entries by day
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In Mobile, a user can see if there is a missing entry for a day
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When copying a job log entry to a new log entry of the same type,
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The field values are copied from the original except for the start and end times so the job entries have the same information
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New copies of existing job log entries have the start date which is the end date of the latest previous job log entry
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A mobile user can quickly add new log entries
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Job Log supports multiple record types after the System Administrator configures the layouts and assigns the appropriate picklist values for each record type
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The system administrator can build custom fields for each record type
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A report designer can pull job logs into the parent job PDF report
Logs Tab Layout
If a job or ticket have log entries, they are grouped by date and individual log entries are shown underneath the date. They are organized in a table with columns. Swipe to the right to show more fields (if they are on the Job Record).
| Callout | Name | Description | ||||||||||||||||||
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1 |
Back Arrow |
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2 |
Status |
Status of the job or ticket. |
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3 |
Tabs |
These are the same if you are on a job or ticket. |
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4 |
Header |
The header is different if you are on a job or ticket and contains these items:
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5 |
Tab sections |
The order of the tabs varies whether you are looking at a job or ticket.
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6 |
Sort List View |
You can sort the log entries differently depending if you are on the Job or Ticket tab.
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7 |
Search |
If there are many job entries for a job log or ticket log, enter a term and the list automatically sorts to match. |
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8 |
Number of entries |
Log entries are shown by date and if there are multiple for the date, the total number appears in parentheses. |
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9 |
Log entry |
The log entry for that date. |
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10 |
No Date |
If the log entry doesn’t have a start date, it is shown in a separate group. |
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Log Entry Action Buttons |
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Log Entries Grid
In a Job or Ticket there can be multiple log entries. The layout of these records are the same for Job or Tickets.
| Callout | Name | Description |
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1 |
Job/Ticket Name |
Shows the name of the ticket the log entries are attached to. |
2 |
Status |
Shows the status of the job or ticket. |
3 |
Show by eForms attached to the Job or Ticket Object |
Use the dropdown menu to show all the log entries or just those by the eForm connected to the object. |
4 |
Search |
Enter text in the field to have the job/ticket entries automatically sort to what was entered. |
5 |
Sort dropdown |
You can sort by the fields shown in the list. |
6 |
Ticket Log Entries |
Ticket Log Entries are displayed by date. |
7 |
Job Log Entries |
If you are viewing the log entries in a ticket, Ticket log entries are selectable while Job Log entries are not. If viewing the log entries in a job, those same entries can be selected. |
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Horizontal scroll bar |
Scroll to display additional columns |
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Action buttons |
Add a new entry using the eForm or select one or more entries to copy or delete them. |
Step-by-Step Guides
After Job Logs are set up, a Mobile user can:
Edit a Mobile Job / Ticket Log Entry to a New Entry
Click to expand - Edit a Job / Ticket Log Entry
Items that are included in a Ticket Item grid, eForm Child records, or Job Logs can be edited inside the grid and the values in the cell can be changed.
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Enter a ticket/job log/child eForm.
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Tap the ITEMS menu.
A list of ticket items for that ticket appears.
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Tap
to enter the Edit mode. -
Edit directly in an editable cell.
Field columns with a gray background are not editable and those with a white background can be edited. -
Tap
to save the changes.The new value appears for that cell.
Select One or More Log Entries
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Tap ✓ Select to open checkboxes before each of the log entries.
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Tap either ✓ Select All to select all the log entries that appear.
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Once one or more log entries are selected, tap Copy to make a copy.
A copy appears in the list with the same attributes as the source log entry.
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Tap 𐄂 Cancel to exit the selection mode.
Add a Mobile Job / Ticket Log Entry Quickly
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Tap + Add to open the New Log screen.
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Click on the record type that is at the top of window.
The Record Types differ from org to org. See Sync Engine Record Types for more information. -
Complete the fields in the log entry.
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Tap Save.
The new entry appears in the job entries list.
Recommended Reading
For more information, see:
| FieldFX Documentation | PTC ServiceMax Help Center | Salesforce Documentation |
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