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Latest News
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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 use the Ticket Clipboard tab
- 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/from partners
- How to manage parts
- How to show tickets on Map
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer
- How to schedule tickets
- How to publish/unpublish tickets
- 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/from 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
- How to clone tickets
- How to edit private notes
- How to add & remove skills
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Admin Panel
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- How to connect with ServiceNow
- How to create test tickets
- What are aliases?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
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- What is the Process menu?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- 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 value sets
- How to create & edit SLA Profiles
- How to repair tickets with Ticket Workflow Monitoring
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Fieldcode FMA app
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- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- 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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Customer Portal
Admin Panel
This application is devised for administrators of the system, who adapt the system to the business needs.
The more configuration is applied in the Admin panel, the smarter Work place becomes. In the Admin panel, you can configure for example your user base for the Work place, you can configure projects for the Work place, can configure dispatch groups for the Work place, can customize Fieldcode Optimizer settings, can customize the Customer portal experience for your end users, and much more.
- Configure accounts, users, permissions, and partners -> Access configuration
- Configure your custom company workflow -> Process configuration
- Configure your dispatch network -> Dispatch configuration
- Configure system connections -> Interface configuration
Admin panel has corresponding sub-menus like:
- Users, permissions, partners…
- Workflows, projects, forms, automated actions, conditions, indications…
- Groups, skills, service delivery, ticket scoring, PUDOs..
- Account, system connections…
The Admin panel homepage clusters different sections that admins are going to configure to achieve a customized Work place experience.
- You are going to manage user accesses for your engineers, dispatchers, partners, etc.
- You are going to manage process-related options such as eg. workflows.
- You are going to manage dispatch-related options such as managing dispatch groups.
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Access configuration
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Process configuration
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Dispatch configuration
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Interface configuration
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Sidebar to quickly access all the sections and sub-sections
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Admin panel header
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Admin panel sidebar
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List view of an opened menu
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Tabs inside an selected item
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Menu for configuration
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