Welcome to the Fieldcode Manual
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Quick Start
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Latest News
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Fieldcode Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- Automated Actions in the overview
- How to setup custom Automated Actions
- How to setup pre-configured 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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Fieldcode 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 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 spare parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer in the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- 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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Fieldcode Mobile App
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Fieldcode Customer Portal
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How to use the Workflow buttons
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The Workflow buttons appear depending on the status the ticket is in and are therefore very context-sensitive.
Depending on the project and your access level (role), you may see different buttons.
Inside the Fieldcode Work Place go to Ticket Details → Click on the workflow button that is currently required for the ticket to proceed
What is the happy path?
Buttons that are highlighted in orange advise the currently suggested workflow -> called the happy path.
What is the exceptional path?
Buttons that are not highlighted advise exceptional steps in the workflow -> called the exceptional path.
What can be done with the pencil buttons?
Buttons with a pencil button allow you to edit ticket data/appointment data.
Workflow buttons overview
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| Workflow button | Corresponding action |
|---|---|
| COMS | Allows you to put a Info on a ticket (visible in Ticket Info when setup), to send an email or emails to customers (Email templates) or to put a comment on a ticket |
| CANCEL TICKET | Cancels the ticket, no further actions with the ticket will be possible |
| CANCEL APPOINTMENT | Allows you to cancel an appointment for unpublished tickets |
| CLOSE | Closes the ticket, no further actions with the ticket will be possible |
| CREATE INTERVENTION | Creates a PDF file with intervention report and signature (if available) for download on tab attachments |
| CREATE INTERVENTION INFO | Creates a PDF file with relevant service delivery data available for download on tab attachments |
| EDIT | Allows you to edit CONTACT, ADDRESS, DEVICE, DELIVERY data or if intervention is resolved already the REPORT data |
| NEW INTERVENTION | Allows you to schedule another intervention by moving ticket back to APPOINTMENT |
| REPORT | Allows you to report the current intervention for unpublished tickets |
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