Welcome to the Fieldcode Manual

Tip: Start typing in the input box for immediate search results.

  1. Click on the plus button to open the New User form.
  2. Fill in or edit the following tabs: Contact, Location, Working Hours & Availability, Roles, Skills.
  1. (Optional) Click on the pencil button to upload a picture of your new or existing user.
  2. (Optional) Decide if your new or existing user should be set to active in the system.
  3. Insert the business email address or Login name for your new or existing user.
  4. (Optional) Insert the company name of your new or existing user.
  5. (Optional) Select the salutation of your new or existing user.
  6. (Optional) Insert the business phone number of your new or existing user.
  7. Insert the first name of your new or existing user.
  8. (Optional) Insert the business mobile number of your new or existing user.
  9. Insert the last name of your new or existing user.
  10. (Optional) Insert an alternative email address of your new or existing user.
  11. (Optional) Check the “Is the user an engineer?” box if your new or existing user acts as an engineer in your company.
  12. (Optional) Check the “Is the user an External Partner?” box if your new or existing user is under subcontract.
  13. (Optional) Insert an alternative phone number of your new or existing user.
  14. (Optional) Insert a fax number of your new or existing user.
  15. (Optional) Insert a note about your new or existing user which will be visible for other users of the system.
  1. Insert the address of your new or existing user.
  2. (Optional) Insert the ZIP of your new or existing user.
  3. Insert the city of your new or existing user.
  4. Select a country from the drop down for your new or existing user.
  5. (Optional) Insert a room for your new or existing user.
  6. (Optional) Insert a floor for your new or existing user.
  7. (Optional) Insert a building for your new or existing user.

By default there will be working hours set from 08:00 AM to 16:00 PM from Monday to Friday. However, you are free to change the working hours for your existing or new user.

On the right side you will find a preview of the working hours you configured.

Let’s say your user works from Monday to Friday from 08:00 to 17:00 and has free on the weekends.

  1. Set the time from 08:00 to 17:00.
  2. Click on Save.

Let’s say your user works Monday to Wednesday from 8:00 AM to 12:00 AM and from Thursday to Friday from 08:00 AM to 17:00 PM.

  1. Set the time from 08:00 to 12:00 for Monday to Friday.
  2. Remove the checkbox Thursday and Friday.
  3. Click on Add working hours.
  4. Set the time from 08:00 to 17:00.
  5. Turn on checkboxes for Thursday and Friday.
  6. Click on Save.

If your user has different working hours for different days, this is the proper way to configure this, so all eventualities are covered.

Let’s say your company works from Monday to Friday from 06:00 AM to 15:00 PM and on Saturday from 18:00 PM to 19:00 PM.

  1. Set the time from 06:00 to 15:00 for Monday to Friday.
  2. Click on Add working hours.
  3. Set the time from 18:00 to 19:00.
  4. Turn on the checkbox for Saturday.
  5. Click on Save.

Let’s say your user works from Monday to Friday in night shifts from 23:00PM to 05:00 AM.

  1. Set the time from 23:00 to 05:00 for Monday to Friday.
  2. You will get an information prompt that selected time periods affect two working days, but that is fine, as we want it that way in our case.
  3. Click on Save.

In the absences and availability tab you can configure planned and unplanned absences and configure on-call duty for your new or existing user. You can also import public holidays into the system (currently USA only!).

  1. Click on the Plus button in the Absence tab.
  2. Insert a date from where the Absence starts and insert it in the From field.
  3. Insert a time from where the Absence starts and insert in in the time field.
  4. Select a substitute who should be in charge for the work instead from the drop down.
  5. Select a reason for the absence from the drop down.
  6. Insert a description for the absence, where the reason you selected is described.
  7. Click Save.
  8. The absence will be displayed in the Timeline in Fieldcode work place.

Delete absences

  1. Search for an item in the list that you want to delete.
  2. Scroll to the right to find the trash button.
  3. Click on the trash button and the item should disappear from the list.

How to import public holidays

  1. Click on the Import public holiday button.
  2. You will be asked if you want to import the public holidays for your location for the next 12 months.
  3. Confirm.

How to configure on-call duty

  1. In the On-call-duty tab click on the plus button.
  2. Insert a date in the From field from where the On-call-duty starts.
  3. Insert a time in the From field from where the On-call duty starts.
  4. Insert a date in the To field from where the On-call duty ends.
  5. Insert a time in the To field from where the On-call duty ends.
  6. (Optional) Select an All day on-call duty for a certain time span. The engineer in question will be available for on-call duty on all the selected days all-day.
  7. Click Save.

In the roles tab you can decide what users are allowed to do inside the applications. Currently by default we have three roles available for you. Just toggle the role you want to apply for your user to the right in order to decide, what the user can do.

Engineer role

Users with this role can view tickets and report them.

Manager role

Users with this role can view tickets, dispatch and report them for all dispatch groups.

Admin role

Users with this role can view and edit all available data of the account and additionally can configure all system settings.

If you have Skills enabled, you can assign them to your engineer under Users. Skills ensure tickets are solved with the best suitable engineer in mind to delight the customer.

  1. Set the skills you want to assign to your engineer to active.
  2. Select a level of importance from the drop down of a skill. Level 1 is the lowest, while Level 3 is the highest skill level.
  3. Click on Save.

If you cannot find the skill, feel free to use the keyword search on the top of the list to find the matching skill in the list.

If you cannot find the skill, because it wasn’t created yet, feel free to create it under Dispatch -> Skills.

The delivery tab gives you an easy option to quickly assign users as dispatchers or engineers.

It is only visible when editing users, not when creating new users.

Be advised that engineer assignment only works if the toggle “Is the user an engineer?” is enabled in the Contact tab.

  1. Change the toggles according to your requirements.
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