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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
What is the Attachments tab?
The Attachments tab displays attached files to the ticket. You can add files, download ticket attachments, and/or create notes in this tab.
Inside the Fieldcode Work Place go to Ticket Details → ATTACHMENTS
How to add files
Files can be added to a ticket by clicking add files in the Attachments tab of the Ticket Details. This is useful for providing work orders and other important notes for a ticket. The add file option is especially useful because it supports any file type.

Inside the Fieldcode Work Place go to Ticket Details → ATTACHMENTS → ADD FILE
The explorer will open and you will be able to select a file from your computer.
How to download ticket attachments
Files can be downloaded by clicking the Download button after selecting and ticking a file. It may come in handy when you want to check on a file eg. a work order.
Inside the Fieldcode Work Place go to Ticket Details → ATTACHMENTS → CHECK A FILE → CLICK DOWNLOAD

The Download Ticket Attachments button is context sensitive - which means - no file uploaded - no download button available.
You can also download multiple files at once by simply selecting multiple ones or ticking the box left to the File name to automatically select all files.

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Option to select all files at once.
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Option to select individual files that should be downloaded.
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The Add file button gives you the option to add new files to the ticket
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The Download button gives you the option to download selected ticket attachment files
How to create notes
Notes being displayed inside the Fieldcode Mobile App is currently not supported.
Notes can be added to a ticket by clicking Create Note in the Ticket Details. Notes are especially useful for leaving a message for engineers (eg. location-specific information like floor or room numbers). Once clicked it is possible to enter the title of the note and the body message.
Inside the Fieldcode Work Place go to Ticket Details → ATTACHMENTS → CREATE NOTE.


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Enter the title of the note.
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The toggle lets you decide to whom your note should be visible. Private Note: Only creator can see the comment. Public Note: All users can see them.
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Enter the message of the note in the body field.
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Click on the Add button to add the written note.
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With the refresh button, you can check for new notes.
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With the trash button, you can delete the current note.
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With the edit button, you can edit notes.
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