Tip: You can use filters for better results
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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 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 custom forms
- 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 to configure service delivery preferences
Service delivery preferences help you to get the best optimization results for tickets inside the Fieldcode Work Place adapted to your business goals.
1. Optimizer Preferences tab
Configuration of the Optimizer is actually pretty straightforward. You should consider these four steps in our system for the best results.
What are the goals of my company? -> Fieldcode Admin Panel: Select Preset
Is an LSDT breach allowed for this project? -> Fieldcode Admin Panel: Recommended settings
Should skills be considered for this project? -> Fieldcode Admin Panel: Recommended settings
How to benefit from service delivery preferences -> How to benefit from service delivery preferences
Fieldcode Admin Panel: Select Preset
Fieldcode Admin Panel: Recommended settings
- Go to the Fieldcode Admin Panel.
- Go to Projects.
- Select a project.
- Go to the Basic tab.
- Toggle on Skills consideration.
- Toggle on LSDT breach is not allowed.
2. FMA Delivery tab
The FMA Delivery tab gives you the option to let engineers start working on multiple tickets simultaneously.
By flipping the toggle to the right engineers are allowed to start appointments at the same time opposed to be forced to work from ticket to ticket.
If functionality is enabled the engineer can:
- Drive to an appointment and note it down in the app as usual.
- Start working on the ticket and note it down in the app as usual.
The engineer can also get back to the Home screen and can additionally:
- Drive to another appointment or appointments in parallel and note it down in the app as usual.
- Start working on another ticket or tickets in parallel and note it down in the app as usual.
If functionality is disabled the engineer can:
- work on tickets only one by one
How to benefit from service delivery preferences
- Go to the Fieldcode Work Place.
- Select a dispatch group in the Timeline.
- Click on the magic wand.
- Select the optimization interval.
- Click on Optimize Now.
- Wait for desired results (Optimization results may improve with time passing).
- Click on Take Over.
- (Optional) Click on Minimize and Continue optimizing in the background (Optimization results may improve with time passing).
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