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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to partners
- How to manage parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer from the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to lock/unlock engineers
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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- How to manage parts
- How to assign/unassign tickets to partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
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Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- How to create & edit automated actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit custom forms
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to move stuck tickets via Ticket Workflow Monitoring
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FMA
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- Fieldcode App (FMA)
- How to download the Fieldcode App
- How to login to Fieldcode
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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FMA 1
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Customer Portal
Admin Panel
This application is devised for administrators of the system, who adapt the system to the business needs.
The more configuration is applied in the Admin Panel, the smarter Fieldcode Work Place becomes. In the Admin Panel, you can configure for example your user base for Fieldcode Work Place, you can configure projects for Fieldcode Work Place, can configure dispatch groups for Fieldcode Work Place, can customize Optimizer settings, can customize the Customer Portal experience for your end users, and much more.
- Configure accounts, users, permissions, and partners -> Access configuration
- Configure your custom company workflow -> Process configuration
- Configure your dispatch network -> Dispatch configuration
- Configure system connections -> Interface configuration
Admin Panel has corresponding sub-menus like:
- Users, permissions, partners…
- Workflows, projects, forms, automated actions, conditions, indications…
- Groups, skills, service delivery, ticket scoring, PUDOs..
- Account, system connections…
The Admin Panel homepage clusters different sections that admins are going to configure in order to achieve a customized Fieldcode Work Place experience.
- You are going to manage user accesses for your engineers, dispatchers, partners, etc.
- You are going to manage process-related options such as eg. workflows.
- You are going to manage dispatch-related options such as managing dispatch groups.

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Access configuration
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Process configuration
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Dispatch configuration
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Interface configuration
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Sidebar to quickly access all the sections and sub-sections

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Fieldcode Admin Panel header
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Fieldcode Admin Panel sidebar
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List view of an opened menu
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Tabs inside an selected item
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Menu for configuration
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