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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?
- Ticket statuses and their meaning
- Ticket colors and their meaning
- Map symbols and their meaning
- 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 use the Clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer in the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- 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 use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- How to use the Ticket info button
- How to use the Email button
- How to use the Comment button
- How to schedule tickets
- How to use the Remove Pending button
- How to cancel a ticket
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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 pre-configured 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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- Articles coming soon
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Fieldcode Mobile App
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Fieldcode Customer Portal
How to track tickets in web browser
- Click on the tracking link in the received email (https://go.fieldcode.com/otti…).
- The tracking window should open. You are now able to reproduce the progress of a ticket.
How to book appointments
Let’s assume you as the ticket requestor followed the tracking link and you see that the ticket is in status Ticket Scheduling. In this case, you may want to book the appointment as the dispatcher hasn’t set the appointment just yet. Here’s how you do it:
1 Checking the tickets status and booking the appointment
2 Selecting the appointment from the calendar
Select your preferred appointment date in the calendar.
You can see the latest service delivery time for your ticket indicated with a clock (if there is a LSDT for the ticket) which may influence your decision for the booking date.
You will also notice that the system checks for engineer availabilities, while you are trying to select the appointment date.
The Customer Portal Availability Check inspects if an fitting engineer available for the selected date. When the engineer check is completed and a matching engineer is available. Our smart system will automatically check for matching engineer availability more than one month ahead of time.
Click on a date you want to book.
3 What is the Customer Portal Availability Check?
The Customer Portal Availability Check inspects the following acceptance parameters to validate if there is an matching engineer available for the appointment:
- Time interval
- Engineer interval
- Part ETA
- PUDO interval
- Skill check

4 Picking a date from the calendar
Click on your desired date, in our case the 29th September. The expected date of technicians arrival will be displayed und the calendar after clicking.
The selected date will be framed.

5 Checking that the appointment is binding
Confirm that the appointment is binding by checking the corresponding checkbox.

6 Confirming the binding appointment
Click on CONFIRM APPOINTMENT.
Your appointment is now booked.

How to change confirmed/unconfirmed appointments
It might be the case that you want to change unconfirmed or confirmed appointments because of various circumstances. Here’s how you do it:
2 Previous selected date versus new date
You should see your previously selected date highlighted in orange.
Select the new date for the appointment in the calendar.
The Customer Portal Availability Check inspects if an fitting engineer available for the selected date. When the engineer check is completed and a matching engineer is available. Our smart system will automatically check for matching engineer availability more than one month ahead of time.
The selected date will be framed.
3 What is the Customer Portal Availability Check?
The Customer Portal Availability Check inspects the following acceptance parameters to validate if there is an matching engineer available for the appointment:
- Time interval
- Engineer interval
- Part ETA
- PUDO interval
- Skill check

4 Checking that the appointment is binding
Confirm that the new appointment is binding by checking the corresponding the checkbox.

5 Confirming the appointment
Click on CONFIRM APPOINTMENT.
Your appointment should now have changed.
