Fieldcode Manual

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Here you can learn how this manual is structured and about the terms we use.

We structure this manual by...

  • Header
  • Sidebar
  • Component names
  • Menus
  • Tabs

Therefore, it is helpful for users if they know where they are in the app to find exactly the right help in the manual in the left navigation.
But of course, we are also constantly striving to further optimize the search in the top bar so that finding topics always remains uncomplicated.

Work Place is structured by terms like...

  • Ticket Pool -> often also referred to as Ticket Pool component
  • Timeline -> often also referred to as Timeline component
  • Ticket Details -> often also referred to as Ticket Details component
  • Map -> often also referred to as Map component
  • Analytics -> often also referred to as Analytics component / PowerBI/ Forecasting
  • Scheduling Assistant -> your choice to smartly schedule tickets as a dispatcher
  • Workload Calendar ->your choice to keep the workloads of your engineers on track
  • Quicklaunch  -> your choice to edit ticket details fast one-by-one
Components are parts of Fieldcode Work Place that can be resized anytime (except the Scheduling Assistant which acts as a global system part). Components can be shown or hidden anytime and have a dedicated focus on your work.

In the different components you will encounter terms like:

  • Workflow buttons
  • Interaction buttons
  • Tabs
You will be searching particular tickets with the help of:

You can customize the whole Fieldcode Work Place experience with the help of:

  • Admin Panel
  • Fieldcode Work Place header

  • Fieldcode Work Place sidebar

  • Ticket Pool

  • Timeline

  • Map

  • Ticket Details

  • Scheduling Assistant

    How to open the assistant

    Option 1: By double-clicking on a particular ticket in the Ticket Pool.

    Option 2: From the context menu of a ticket in the Ticket pool in the Dispatch view.

    Option 3: From the Timeline  by right-click (opening the context menu) on Schedule ticket.

    Option 4: From the Ticket Details by clicking on the corresponding 
    workflow button.

Admin Panel is structured by terms like...

There are a lot of sandbox options to customize the Work Place experience exactly to your special business requirements with the help of the Admin Panel:

They have corresponding sub-menus like:

  • Users, permissions, partners…
  • Workflows, projects, forms, automated actions, conditions, indications…
  • Groups, skills, service delivery, ticket scoring, PUDOs…
  • Account, system connection…

The terms describe affected parts of the system you are going to configure for Fieldcode Work Place. 

  • 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, projects, forms, automated actions etc.
  • You are going to  manage dispatch-related options such as assigning dispatch groups, skill assignment, service delivery preferences, ticket scores etc.
  • Access configuration

  • Process configuration

  • Dispatch configuration

  • Interface configuration

  • Sidebar to quickly access all the sections and sub-sections

  • Fieldcode Admin Panel header

  • Fieldcode Admin Panel sidebar

  • List view of an opened menu

  • Tabs inside an selected item

  • Menu for configuration

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