PDA Job Confirmation

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Revision as of 13:44, 16 October 2014 by Anw (talk | contribs)

This screen controls the confirmation that the job has been completed satisfactorily, and is used regardless of job type.

The process can be configured for:

  • Customer Signature
  • Driver (or Engineer) Signature
  • Job Photo Capture (also referred to as Document Photo Capture)
  • None of the above


Customer signatures:


The Signatory box defaults to the customer contact name (if present on the job) and also allows free text entry, which will be sent back to the main system if the customer contact is not the person planned for the job.

Windows Mobile:There is also a Check Box allowing the user to agree that the goods were signed-for unchecked. This defaults to the position that the goods were checked.


To clear the signature, click Clear.

For all job types, if configured, the PDA will also display Terms and Conditions, along with up to 3 optional check boxes for entry.

Android:Depending on Job Type and the data, several other tabs may appear in this section:
  • Deliveries/Collections:
    • Jobs - For Delivereies and If many jobs were actioned together, the list of the Job References.
    • Items/Containers - All items delivered or collected, ad-hoc or planned.
    • Products - All products delivered or collected, ad-hoc or planned, with quantity and status.
  • Services:
    • Services - service-level information (the serviceable items and the service ID)
    • Products - All products installed or removed, with quantity and status.


If any of the items being collected or delivered are outside their issue life, the customer signature screen will pop up a warning as the screen is displayed, asking that the customer may need to check them.

The Items/Containers tab can also be used by the customer to Clause delivery jobs.


  • If containers are accepted but the customer wishes to note that the delivery may be queried later, they can enter clause text against specific containers.
  • Click the container in the grid, and a pop-up will be displayed, allowing the user to enter clause information. The information displayed is:
    • ID
    • Package Code and Description
    • Weight
    • Code 1/2/3 (Multi-use fields)
    • Valid To Date and Time
    • The job reference (or job references if this item was for multiple jobs) on which the container was collected or delivered.
  • If any of the items have exceeded their issue life (Valid To Date and Time), the item will be automatically claused with text indicating the contents must be checked.
  • When saved, the Container tab will be redisplayed, showing in the status that the container is claused.



You complete the entry of the signature by clicking Windows Mobile:OK or Android:iOS:Done. This will require a confirmation to continue.


Driver Signatures:

The Signatory will already be populated with your name rather than the customers. There is also no additional tab information, clausing or issue life confirmation on this screen. Otherwise, this screen operates the same as the Customer Signature screen.


Job Photo Capture:

The PDA can also be configured for Document Photo Capture. When configured for this, the PDA will start the Photo Capture dialogue after all signatures have been captured. If this is an optional process, you will be allowed to exit without taking a photo. You can take a photo of a physical document at this point (for example, a delivery docket) or a photo of the completed job, for example.

You will be able to view the captured image or re-take the photo.


Once completed, you will be returned to the Job Menu to pick up the next task.

Android:Several things may then automatically trigger, depending on how the system is configured:
  • If configured this way, and the next task is for the same location (for example, a planned collection after a planned delivery), this job will start automatically, and you will be directed to the Job Details screen.
  • If configured this way, any items on cancelled jobs or undelivered items on completed jobs will be planned for return to the depot, through the creation of a new Depot Unloading task at the end of your load.
  • If configured this way, and when all planned jobs at a location are complete, the application will ask whether you need an unplanned (ad hoc) collection at this location. If confirmed, one will be created for you and will be started. If this is created in error, you can cancel this job in the normal way. This function allows you to pick up any unplanned items at the depot (for example, empty boxes to return).
  • If an Unplanned Ad Hoc Collection is created and completed in this way, a depot unloading job will be created for this job as well.



The completed job will be transferred back to the system with all the details, signatures and photos.

If configured, the customer will receive an automatic email of the generated completion document (that is, the POD, POC or Service Report) in the format set up (PDF or HTML). Any other customer systems can also be updated at this time.


If no tasks are remaining on your current Load/Worklist, you will be prompted to enter any Load End Metrics (for example ODO readings) if configured. Regardless, the device will then request more work from the system - see section PDA New Loads for details.