Welcome to the Fieldcode Manual
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Quick Start
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Release Notes
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Short Overview
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Work place
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- What is the Ticket Pool?
- Ticket Pool Walkthrough
- How to use the Clipboard tab
- How to use the Ticket info tab
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- What can be done in the Ticket Pool?
- How to search for tickets
- How to link & unlink components together
- How to filter for tickets
- How to fine-search for tickets
- How to download ticket data as an .xls sheet
- How to copy filters / queries for colleagues
- How to email filters / queries to colleagues
- How to customize the Ticket Pool
- How to interact with 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
- Automated Actions Walkthrough
- How to setup Custom Automated Actions
- How to setup preconfigured Automated Actions
- How to create & edit Conditions
- How to create & edit Indications
- How to setup Email templates
- How to create & edit the ticket duration
- How to setup Custom fields
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Mobile App
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Live Tracking
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Optimizing
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Optimization behavior
Optimization behavior is configured in Fieldcode admin panel -> Dispatch -> Groups
The Optimizer takes tickets by Default automatically from the Dispatch tab and auto-adds them to the Timeline with no further user-interaction. However, when in the Timeline, you are still able to optimize all tickets in the Timeline. This can come in handy, when situations with tickets have changed. For example it could be the case that you had to manual re-schedule some tickets, lock some tickets for certain customers and you need to re-teach the optimizer about those changes. This is done with the Optimizer buttons.

- In the Timeline search for the Magic stick button.
- Click on the arrow to reveal the menu.
- Click on Optimization.
- Check on the splash screen which timeframe you want to optimize (Check screenshot below).
- Click on the Optimize button.

Clicking on the OPTIMIZER MAGIC STICK will result in tickets smartly moving from the Dispatch Tab to the Timeline.

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