Tip: You can use filters for better results
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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 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 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
- How to clone tickets
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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 custom forms
- How to customize the Customer Portal
- How to create & edit lists
- 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 move stuck tickets via Ticket Workflow Monitoring
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FMA
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- Fieldcode Mobile App
- 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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Customer Portal
How is this Manual structured?
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
In the different components you will encounter terms like:
- Workflow buttons
- Interaction buttons
- Tabs
You can customize the whole Fieldcode Work Place experience with the help of:
- Admin Panel
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Fieldcode Work Place header
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Fieldcode Work Place sidebar
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Ticket Pool
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Timeline
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Map
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Ticket Details
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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...
- Configure users, accounts, permissions, and partners -> Access configuration
- Configure your custom company workflow -> Process configuration
- Configure your dispatch network -> Dispatch configuration
- Configure system connections -> Interface configuration
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.
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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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Fieldcode Admin Panel header
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Fieldcode 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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