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Quick Start
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Release Notes
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Short Overview
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Work place
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- What is the Ticket Pool?
- Ticket Pool Walkthrough
- How to use the Clipboard tab
- How to use the Ticket info tab
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- What can be done in the Ticket Pool?
- How to search for tickets
- How to link & unlink components together
- How to filter for tickets
- How to fine-search for tickets
- How to download ticket data as an .xls sheet
- How to copy filters / queries for colleagues
- How to email filters / queries to colleagues
- How to customize the Ticket Pool
- How to interact with tickets
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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
- Automated Actions Walkthrough
- How to setup Custom Automated Actions
- How to setup preconfigured Automated Actions
- How to create & edit Conditions
- How to create & edit Indications
- How to setup Email templates
- How to create & edit the ticket duration
- How to setup Custom fields
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Mobile App
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Live Tracking
What is automated dispatching capable of?
Admin panel -> Groups -> Basic tab
The first decision admins will face is to decide how the system will treat tickets. You are able to decide if you want to let the system auto-dispatch tickets or if tickets should be dispatched manually. Further you can decide if you want to let the system also let just-in-time publish tickets to engineers’ mobile app. Tickets will then be automatically transferred to the engineer without the need of manual actions, in case they have been scheduled by dispatcher.
Automated Dispatching
Comes in handy if you want to automatize processes in your company and highly rely on Automatization (best suited for big projects, big companies).
Manual Dispatching
Comes in handy if you want to fully control the dispatching process in your company and rely on human decisions (best suited for smaller projects, small companies).
Just-in-time publishing
Comes in handy if you want inform your engineers automatically about new tickets.
Project behavior toggles explained
By default both toggles are set to active, so the system takes smart decisions.
Setting | What happens? |
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Activate fully-automated dispatching | Optimizer takes tickets automatically from the Dispatch tab and auto-adds them to the Timeline with no further user-interaction. |
Activate just-in-time-publishing | Optimizer publishes tickets automatically to engineers mobile app with no further user-interaction. An advanced just-in-time method is used. |
Outcome possibilities
Setting | Switch combination | What happens? |
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Schedule Appointments; Direct Publish | OFF - OFF | Optimizer is not active - Tickets need to be forwarded to engineer manually |
Schedule Appointments; Manual Publish | OFF - ON | Optimizer is not active - Tickets are forwarded to engineers automatically |
Auto-Schedule; Manual Publish | ON - OFF | Optimizer is active - Tickets need to be forwarded to engineer manually |
Auto-Schedule; Direct Publish | ON - ON | Optimizer is active - Tickets are forwarded to engineers automatically |