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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
- 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 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 does workflow mean?
- What are Appearances?
- What are Actuators & Invocations?
- What are Automations?
- What are Guides?
- What are Actions?
- 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 move stuck tickets
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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
How to publish/unpublish tickets
When tickets have an appointment on the Timeline they are usually ready to be forwarded to the Fieldcode FMA app of the engineer(s). This process is called publishing. Tickets normally need to be published, when the color of a ticket is orange (ready to dispatch, refer to Ticket colors).
When the ticket is waiting for an appointment, it should not be published yet.
You can configure various Publishing settings inside the Admin panel -> Dispatch -> Groups
- Inside the Work place go to Timeline and search for the Loudspeaker button.
- Click on the arrow to reveal the menu for Publishing and Unpublishing.
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The Publish appointments and Unpublish appointments buttons
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If the ticket is blue, the tickets has already been published to the engineer with the help of the Publish button. In the case on the left side the ticket is blue-striped, which indicates the engineer hasn’t synchronized the ticket on his Fieldcode Mobile App just yet.
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If the ticket is orange, it is scheduled and ready to be published to the engineer. The Publish button for this ticket hasn’t been pushed just yet.
How to publish tickets
If you want to publish a ticket or ticket(s), proceed as follows:
- Expand the Publish menu by clicking on the down-pointing arrow.
- Click on Publish ticket(s).
You will be prompted with a popover to select the engineers which should be tasked with the tickets. You can either select all engineers at once by clicking the Select All checkbox (which will select all engineers in the list) or select individual engineers, which should be tasked.
After that click on PUBLISH again. The tickets will be transferred to the mobile application and should change their status.
Click UNDO. The transmitted tickets will move back into the state and will be removed from the engineers’ FMA app.
The for the PUBLISH selected tickets will (by default) move from APPOINTMENT status to PENDING WAIT ONSITE status.
How to unpublish tickets
Unpublishing removes selected tickets from engineers’ FMA app. Proceed as follows to undo the publishing:
- Expand the Publish menu by clicking the down-pointing arrow.
- Click on Undo Publishing.
You will be prompted with a popover to select the engineers which should be not tasked with handed-over tickets. You can either select all engineers at once by clicking the Select All checkbox (which will select all engineers in the list) or select individual engineers, which should be not tasked with handed-over tickets.
After that click on UNDO. The transmitted tickets will move back in status and will be removed from the engineers’ FMA app.
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