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What are partners?

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Partners can be divided into two main groups: Account partners and Cooperation partners.

Account partners are a group of partner engineers or partner dispatchers that assist dispatch groups or engineers in fulfilling service within the same account.
Those partner engineers or dispatchers are usually subcontractors and can either rely on the Fieldcode system or alternatively rely on the option of receiving tickets via email and doing the reporting via the Partner Portal.

Cooperation partners are a group of partner engineers or partner dispatchers that cooperate with dispatch groups or engineers in fulfilling service with a separate Fieldcode Account.

With Account Partners enabled, you can assign tickets to your partner engineers/partner dispatchers in an easy manner.

Partner engineers or partner dispatchers are usually a part of partner companies, therefore they need to have a partner company configured which is done inside
Fieldcode Admin Panel -> Access -> Partners.

After that, you can assign users to the partner company under Access -> Users -> and check the user as a partner inside the Contact tab.

Account Partner: Connection inside the same account!
-> Account Partners can either rely on the Fieldcode system OR
-> Account Partners can alternatively rely on receiving tickets via email and doing the reporting via the Partner Portal
Cooperation Partner: Connection between different accounts!
System Connection: Connection between Fieldcode system and third-party system!

Account Partners have the following characteristics:

  • They login into the same Fieldcode Account as the contractor company
  • The tickets are the same tickets as for the contractor company, the main difference is that partners have only view rights for assigned partner tickets
  • They can work on tickets in the same way a contractor company would work on the ticket

Cooperation Partners have the following characteristics:

  • They login into a different Fieldcode Account as the contractor company
  • The tickets are the same tickets as for the contractor company, the rights are self-determined, tickets get synchronized, when work on the ticket starts
  • The cooperation requestor sends a cooperation request to the potential partner via the Partner configuration menu inside Fieldcode Admin Panel
  • The cooperation partner provides the partner business key to the requestor, which can be found below the header inside the Partner configuration menu
  • The cooperation requestor receives an email with a 7-digit PIN code, that code must be entered inside the corresponding Partner configuration menu item
  • They can work on tickets in the same way a contractor company would work on the ticket
System connections have the following characteristics:
  • The system connection requestor uses a third-party accounting system
  • The Fieldcode system and Account is the contractor system
  • The third-party account system is the subcontractor system
  • The purpose of a system connection is to establish a connection from an external system and your Fieldcode Account to pass data between the two systems
  • After a system connection is created it needs to be mapped out so that data gets sent to the correct endpoint.
  • Solution engineers can easily help you with arranging the system connection, NO CODING IS REQUIRED.

Partner Account users are created in the same way as regular users. You have to go to the Fieldcode Admin Panel -> Access -> Users and create the user as usual.
While creating the partner user you just check the checkbox “Is the user an External Partner?” in addition. Select the partner company afterwards.
The Partner company has to be created first inside Fieldcode Admin Panel -> Access -> Partners

Yes, that’s possible.
Select the user you want to convert inside Fieldcode Admin Panel -> Users and check the checkbox “Is the user an external partner?”.
Select the partner company afterwards.

Inside the Fieldcode Admin Panel go to Interfaces -> Cooperations.
You can view your own business key there and share it with potential cooperation partners. The business key is located under the heading in the list view.
From there you can also request a cooperation with another partner.
You can also confirm cooperations by entering a special partner PIN, which you would receive by email.

 

Partners are a group of partner engineers or partner dispatchers that assist regular dispatch groups or engineers
in fulfilling their service (eg. sub-contractors).

  • Partners are able to use and utilize the Fieldcode software.
  • Partners have specific view rights inside Fieldcode that ensure privacy: 
    A partner can be part of a dispatch group, but a partner itself will only see his tickets (not the tickets of the whole group!).
  • Partners are always a part of a customer account (roof company).
  • Partners can be assigned from the Ticket Pool and Ticket Details.
  • Partner engineers can be identified in the Timeline by their names written in: italic typography.
  • A partner has to belong to a specific partner company that needs to be configured inside the Fieldcode Admin Panel
  • Partners are not able to use the Optimizer.
  • Partner users can only view partner engineers of a Dispatch group in the Timeline.
  • Unassigning a partner results in tickets being moved back to the Ticket Pool.

The partner selection is limited to matching partners who are actually inside the area of the dispatch group. 
Partner areas are configured inside the Partner configuration menu inside Fieldcode Admin Panel to make the partner selection for the dispatcher easier.
If you do not define a partner area for the partner it will remain selectable for every dispatch group.
Another reason why groups do not show up could also be related due to wrong configured filters.

Partner areas can be defined inside the Partner configuration menu when you select the Account Partner item and assign an area from there.
It is not done inside the Partners menu. The partner menu only lets you configure the general location of the partner company.

If you define partner areas inside the Partner configuration menu, only location-relevant partners will be displayed to dispatchers.
This will make the partner selection easier for dispatchers.

Partner company location = General definition of partner company, can be assigned to every engineer in the dispatch group
Partner company area (or other filters, eg. project) = Precise definition or partner operation circumstances, can be eg. assigned to overlapping dispatch group areas.

Let’s assume you have Account Partners, Account Partners without Fieldcode system, Cooperation Partners and system connections. Not only is your service network absolutely incredible in this case, but with all those types of “partners” it can be confusing to know what to configure where and how what affects what.
Therefore we would like to give you a brief summary over here:

  1. A user can be converted to a account partner user inside Access -> Users -> by switching the “External Partner” toggle to the right.
  2. Account Partners are configured under Access -> Account Partners.
  3. Account Partners that do not use the Fieldcode system are configured under Access -> Account Partners -> by switching the “Partner Portal” toggle to the right.
  4. Cooperation Partners are configured under Access -> Cooperation Partners.  
  5. Direct connections (=System connections) are configured under Interfaces -> System Connection.
  6. Partner areas are configured inside Partners -> Partners configuration.
    Important: Partner locations are not the same as Partner areas.
  7. The Partner configuration menu also has the purpose to list and edit all your different partners (which can differ by partner type) one-by-one.

1. How to create a partner company for Partner Accounts

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  1. Go to the Fieldcode Admin Panel.
  2. Go to Access -> Partners
  3. Click on the Plus button.
  4. Insert the name of the partner company in the Name field.
  5. Insert the company email address of the partner company.
  6. Insert the location of your partner company (described below).
  7. Click Save.

How to auto-search for a location

  1. In the search field enter an address as you would do in any other map application.
  2. The manual fields will fill in automatically if the system recognizes them.
  3. Click Save.

How to search for a location manually

  1. Insert the address of the partner company in the address field.
  2. Insert the ZIP of the partner company in the ZIP field.
  3. Insert the city of the partner company in the city field.
  4. (Optional) Insert the state/province/region of the partner company.
  5. Select the country from the drop-down, where the partner company is located.

2. (Optional) Assign partner dispatchers

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  1. Go to the Fieldcode Admin Panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as a partner dispatcher. If you have not created users for partner dispatching yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an External Partner?” checkbox.
  5. Select a partner company from the dropdown.
  6. Click Save.

3. (Optional) Assign partner engineers

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  1. Go to the Fieldcode Admin Panel.
  2. Go to Access -> Users
  3. Click on the user in the list that you want to mark as a partner engineer. If you have not created users for partner engineering yet, you have to create a user first.
  4. In the Contact tab check the “Is the user an engineer?” checkbox.
  5. In the Contact tab check the “Is the user an External Partner?” checkbox.
  6. Select a partner company from the dropdown.
  7. Click Save.

4. How to assign tickets to Account Partners

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Dispatchers have two options to assign a Account Partner engineer inside the Fieldcode work place.

Option 1 – Via Ticket Pool:

  1. Right-click on a ticket in the Ticket Pool.
  2. Click on Assign partner in the context menu.
  3. Select the partner company from the dropdown list.
  4. Click Save.

Option 2 – Via Ticket Details:

  1. Click on the interaction button Assign partner (handshake button) in the Ticket Details.
  2. Select the partner company from the dropdown list.
  3. Click Save.
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