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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 are components?
Fieldcode Work Place provides you with a fully customizable experience, adaptable to your technical office setup (supporting single- and multi-display mode), adaptable to different key user roles, and adaptable to different key workflows.
Primary components
Primary and secondary components are toolboxes for certain actions and are powerful software tools to support your daily work when combining them cleverly.
Component | Description |
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Ticket Pool | Search and filter tickets and browse through them. Combine with ticket details for a full picture of the tickets. |
Ticket Details | See all details of a ticket if you need to handle customer requests or maintain/validate ticket information. |
Timeline | Shows availabilities of engineers per Dispatch group and allows zooming in and out for a 2 hrs to 24 hrs view. |
Map | Allows to see the geographical location of tickets and engineers. Allows searching and also dispatching tickets directly on the map. For all who seek live insights into the location of customers and engineers. |
Analytics | Allows you to gain far-reaching statistical insights with the option to configure custom business parameters for yourself. |
Asset Management | Allows you to configure assets and corresponding maintenance plans. |
Workload Calendar | Allows you to check engineer availabilities in a longer time period. |
Quicklaunch | Allows you to quickly edit tickets one-by-one. This component is particularly interesting for back office audience. |
Secondary components
The Scheduling Assistant allows the dispatcher to smartly schedule and assign tickets to engineers.
Since the Scheduling Assistant is a popover that pops up globally across all views, it is not treated as a component inside the views editor and therefore cannot be added to the view when creating a custom view.
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