Welcome to the Fieldcode Manual
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Quick Start
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- What is Fieldcode?
- Definitions
- What are tickets, projects and workflows?
- How to log in to Fieldcode
- What is the Fieldcode Support Panel?
- What are components?
- What are views?
- How the ticket statuses are defined
- How the ticket colors are defined
- How the Map colors are defined
- Frequently Asked Questions
- Setting up Fieldcode
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Release Notes
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Short Overview
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Fieldcode Work Place
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- How to schedule tickets
- How to search for tickets
- How to expert-search for 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 spare parts
- How to show tickets on Map
- How to add tickets to the Clipboard
- How to open tickets in a new tab
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- How to use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- What is the Communications button (COMS)?
- How to use the Ticket info button (Workflow)
- How to use the Email button (Workflow)
- How to use the Comment button (Workflow)
- How to schedule tickets
- How to use the Remove Pending button (Workflow)
- How to cancel a ticket (Workflow)
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Fieldcode Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- Automated Actions in the overview
- How to setup custom Automated Actions
- How to setup preconfigured 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 move stuck tickets via Ticket Workflow Monitoring
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Fieldcode Mobile App
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Fieldcode Customer Portal
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Fieldcode Community
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How to assign tickets to partners
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You have two options to assign a partner engineer inside the Fieldcode Work Place.
Option 1 – Via Ticket Pool:
- Right-click on a ticket in the Ticket Pool.
- Click on Assign partner in the context menu.
- Select the partner company from the dropdown list.
- Click Save.
Option 2 – Via Ticket Details:
- Click on the interaction button Assign partner (handshake button) in the Ticket Details.
- Select the partner company from the dropdown list.
- Click Save.
How to unassign tickets from partners
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Option 1 – Via Ticket Pool:
- Right-click on a ticket in the Ticket Pool.
- Click on Unassign partner in the context menu.
- The ticket should move back to the Ticket Pool.
Option 2 – Via Ticket Details:
- Click on the interaction button Unassign partner.
- The ticket should move back to the Ticket Pool.
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