Welcome to the Fieldcode Manual
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Quick Start
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- What is Fieldcode?
- Definitions
- What are tickets, projects and workflows?
- How to log in to Fieldcode
- What is the Fieldcode Support Panel?
- What are components?
- What are views?
- Ticket statuses and their meaning
- Ticket colors and their meaning
- Map symbols and their meaning
- Frequently Asked Questions
- Setting up Fieldcode
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Release Notes
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Short Overview
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Fieldcode Work Place
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- How to schedule tickets
- How to search for tickets
- How to expert-search for 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 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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- How to use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- How to use the Ticket info button
- How to use the Email button
- How to use the Comment button
- How to schedule tickets
- How to use the Remove Pending button
- How to cancel a ticket
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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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- Articles coming soon
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Fieldcode Mobile App
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Fieldcode Customer Portal
Last updated:
Release Notes for Fieldcode Work Place
December
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Type | Area | Explanation |
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Improvement | Ticket Details | • Comment input field limited to a max of 250 characters |
Fix | Analytics | • Fixed display and scroll bar issues on the productivity tab for the Analytics component • Analytics page responsiveness improved |
Fix | General | • New and improved yellow warning message preventing you from burning your eyes out |
Fix | Map | • Tickets can be dragged from the Ticket Pool onto the Map to an engineer • Searching for engineers is no longer case sensitive • Timezones have been corrected in order to always show available engineers on the map • Dispatch groups are now sorted alphabetically • Map zoom and position stays the same all the time • Clicking enter will trigger the search • When you click on an email link on the Map it will open into your email program |
Fix | Parts | • Zip code is no longer mandatory to fill out when filling the PUDO form on the Parts form |
Fix | Scheduling assistant | • Unneeded scrollbars removed • Remove show more option when it is not needed • Update LSDT dropdown text is no longer cut off • Calendar dates after LSDT are disabled ONLY if LSDT breach is not allowed for project • Time preference chips are only displayed in the Scheduling assistant which end before LSDT time • Calllog notes have been updated for fixed or proposed appointments • Inactive engineers will no longer be displayed on the Scheduling assistant |
Fix | Search areas | • Letters qpgjy will no longer be cut off on the bottom of some input fields |
Fix | Ticket Details | • Unnecessary warning message removed from parts form • Long Ticket Info messages will display with line breaks no longer running off the page • Forms open after first click • Comments added to the ticket from the Ticket Details component will be displayed without the need to refresh • Font updated in some sections |
Fix | Ticket Pool | • Ticket info counter updates in realtime • Fixed appointments will now show correctly TO - FROM • Fixed to date displayed in the Ticket Pool will be the same in the Fixed date on the Intervention tab on the Ticket Details component • Empty columns in the Ticket Pool will display "-" • Random empty column removed from the Ticket Pool • Grab it/ungrab selection in 3 dot menu corrected • Hovering over the Part icon in the Ticket Pool will show a tooltip displaying the number of parts assigned to the ticket |
Fix | Timeline | • Timeline engineer availability color coding corrected • Ticket dispatch status changes are reflected in ticket color coding properly • End time indicator is now showing even when another engineer has an On-call duty scheduled to start at the same time • Timeline slider will display the selected time period correctly • Timeline start time will stay persistent when changing days • Dragging a ticket onto an on-call duty slot will display green instead of yellow which caused confusion • Performance enhancements • Tickets displaying on the Timeline issues corrected • Text color has been updated on the pop up when you hover your mouse over a ticket in the Timeline |
November
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Type | Area | Explanation |
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Feature | Ticket Pool | • Parts are now visible on the Ticket pool with a new parts icon in Info/Alert |
Feature | Timeline | • The initial LSDT and all following LSDT updates are now displayed in the Ticket Details header |
Improvement | Ticket Details | • Timezone of the affected user will now be visible on the Ticket Details component |
Improvement | Timeline | • Inactive engineers will be grayed out for past dates in the Timeline however, they will not be visible at all for any future dates. You can remove them completely from the Timeline by simply removing the engineer from the Dispatch group |
Fix | Analytics | • Adjustments to Analytics queries: Sort order fixed and queries not working fixed |
Fix | Analytics | • Query redefined • Icons removed |
Fix | Asset Management | • The scroll bar will only be displayed when you hover over the Asset Management component |
Fix | Map | • Ticket appears on map right after creation without the need to refresh |
Fix | Parts | • Parts form - Timezone - ETA date not properly converted before, now working as expected |
Fix | Parts form | • Edit/add part form has been adjusted to fit the whole screen in order to reduce scrolling |
Fix | Scheduling assistant | • Adjusted and renamed header and buttons on Scheduling assistant • Update LSDT button has been made more visible • Contact details added to main view next to calendar • Timezone and timestamp corrections in Scheduling assistant • Save button disabled when no engineers are available |
Fix | Ticket Details | • Appointment creation date no longer appears • Redundant fields have been removed from the intervention tab • Removed duplicate tooltips when hovering over the history • Dropdown options have been cleaned up • Local timezones and offsets considered when using forms in order to close tickets correctly |
Fix | Ticket Pool | • Corrected what is displayed under the Info/Alert/Part column • Dropdowns on the Ticket Info tab are now working |
Fix | Timeline | • Appointment no longer saved if End user not reached/Callback required selected when using the Scheduling assistant • Optimizer button colors corrected when auto dispatching is active • Tickets cannot be assigned to deactivated users, new warning message • Workload indicator is no longer visible has been fixed |
October
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Type | Area | Explanation |
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Feature | Timeline | • PUDO's will now be displayed on the Timeline when parts are present on a ticket |
Feature | Map | • The map now displays the current live location of the engineer in the selected dispatch group |
Improvement | Parts form | • Added additional fields and improvements to the parts form |
Improvement | Ticket Details | • Show Dispatch group in Ticket Details component • Now displays all the Dispatch groups the ticket is in |
Improvement | Ticket Details | • You can now view the escalation reason in form of a tooltip in the Ticket Details component |
Improvement | Ticket Details | • Clickable Hyperlinks are now supported for the Description field in the Ticket Details component |
Improvement | Ticket Pool | • Dispatch group dropdown is now sorted from A-Z |
Improvement | Ticket Pool | • Visual improvement for Dispatch group Linked Icon - shows black when its linked and gray when it is not |
Improvement | Timeline | • Tickets will automatically be locked when manually adding them to the Timeline or when moving them around in the Timeline |
Fix | Ticket Details | • Search option by CNE has been fixed (Magnifier icon now works) |
Fix | Ticket Details | • LSDT display corrections |
Fix | Ticket Pool | • Sorting indicators now works as expected in the Ticket Pool |
Fix | Timeline | • The whole address is now displayed in the ticket tooltip |
Fix | Timeline, Map, Ticket Pool | • All linked components now work as expected when changing the date or group |
September
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Type | Area | Explanation |
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Feature | Ticket Details: Parts tab | • You can now add parts and the shipping information for all your tickets |
Improvement | Sidebar: Create ticket | • Project selection and form redesigned |
Improvement | Ticket Pool | • Help text has been added to show the dispatch group is set to auto dispatch |
Improvement | Timeline | • Overhauled the look and feel of the tickets display and tooltip on the Timeline |
Fix | Analytics | • UI corrections |
Fix | Asset Management | • Saving after editing asset has been fixed |
Fix | Browser: Firefox | • Copying text areas on the Ticket Details has been made easier |
Fix | Ticket Details: COMS>Email | • Aliases used for emails will display the real values when using the preview button |
Fix | Ticket Pool | • Scheduling assistant: Performance improvements |
Fix | Ticket Pool | • All user created queries are available to choose in the PREDEFINED tab query dropdown |
Fix | Ticket Pool: Ticket Info | • Counter automatically updates without refreshing the page |
Fix | Timeline | • Optimizer button: clicking on the dropdown option now opens the menu as expected |
August
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Type | Area | Explanation |
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Feature | NEW: Asset Management | • You can now add all your projects assets into one list with the new Asset Management component • You can also create a maintenance plan that will automatically create reoccurring or one-time only tickets |
Improvement | Analytics | • UI improvements: Incorrect data visualization on the ticket volume and progress today reports have been improved |
Improvement | Ticket Pool | • UI improvements |
Improvement | Timeline | • Optimize button will be grayed out when the Dispatch group is set to Automated dispatching |
Fix | Browser | • Work place is now accessible with Firefox 68.2. |
Fix | Scheduling assistant | • Datetime is now displayed properly with optimized results |
Fix | Ticket Details | • Email templates won't cut off from now on when you try to use them in Work place |
Fix | Ticket Details | • Timelogs will display in the correct order without the need to refresh |
July
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Type | Area | Explanation |
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Feature | Analytics | • Productivity dashboard has been added to the Analytics component |
Improvement | Analytics | • UI corrections |
Improvement | Map | • UI corrections |
Fix | Ticket Details | • All uploaded attachments can be downloaded |
Fix | Ticket Pool | • Ticket info counter corrections |
Fix | My Settings | • List of countries is now available in greek language |
June
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Type | Area | Explanation |
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Improvement | Create ticket | • New field (short description) and phone number validations have been added to the Create & Edit ticket forms |
Improvement | Import tickets | • Backend and frontend mapping improvements |
Improvement | Scheduling Assistant | • Backend & UI improvements |
Improvement | Timeline | • Alert will be triggered for when a ticket is moved outside the agreed customer time UI corrections & improvements |
Improvement | General | • UI improvements |
Fix | Import tickets | • You can no longer save a configuration with the same name |
Fix | Map | • Canceled tickets will no longer show on the Map |
May
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Type | Area | Explanation |
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Improvement | Ticket Details | • Ticket details always display with the local date and time but now there are specific areas where you can hover your mouse over to view your local time: LSDT; Ticket creation/imported; History tab timestamps |
Fix | Browser | • Safari: Performance improvements |
Fix | General | • Times for the 12 hour format have been improved - Changing to some languages caused sliders to appear |
Fix | Ticket Details | • COMS: Email templates performance improvements - Improved handling of longer names in the component |
Fix | Ticket Pool | • Inactive groups are no longer listed in the dropdown |
Fix | Timeline | • Close date picker acts now pragmatically when timeline picker is opened |
April
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Type | Area | Explanation |
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Improvement | General | • Various UI improvements |
March
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Type | Area | Explanation |
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Feature | Ticket import | • Ticket creation by Excel-Import is now available |
Improvement | Ticket Details | • Extend Edit form by allowing to edit all device details |
Fix | Analytics | • Tooltip corrections |
Fix | Browser | • Copy to clipboard now works in Firefox |
Fix | Components | • Components now only show what the user has access to |
Fix | General | • Aligned tooltips styles • Mouse cursor corrections for non-input fields |
Fix | Map | • Corrected fonts and line breaks for longer inputs |
Fix | Scheduling assistant | • Corrections to the resolution settings |
Fix | Ticket Details | • Cancel ticket confirmation corrections • Device: No longer shows an x if there is no warranty date in the system • View adjusts accordingly when a form is open • Mobile numbers now display under contact • COMS: Inactive email templates are no longer displayed in the dropdown • History: The body of the sent email can now be viewed via download • Text for notes are now visible • Private notes are now visible • Corrected style of memos and links |
Fix | Ticket Pool | • Column size corrections |
Fix | Timeline | • Prevent mouse cursor changes for published tickets • Avatars of engineers are updated immediately when picture is uploaded • Ticket Popovers now expand based on text size |
February
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Type | Area | Explanation |
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Feature | Analytics | • Analytics were improved and redesigned |
Fix | Components | • Fix width of main components |
Fix | General | • Buttons expand for translations |
Fix | My settings | • Avatar is no longer overwritten when updating My settings • Form behavior changes |
Fix | Ticket Details | • Font corrections • Alias usage corrections |
Fix | Ticket Pool | • Layout corrections • Filtering by status has been corrected |
Fix | Translations | • Various translations added and updated |
January
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Type | Area | Explanation |
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Fix | Browser | • Mozilla Firefox: incorrect displaying of element |
Fix | General | • Removed useless scrollbars |
Fix | Ticket Details | • Fixed button positions on forms • Forms can now be closed with the "Cancel" button |
Fix | Timeline | • Corrected status change issues when dragging and dropping tickets • Fixed styles for date picker • Avatar image overlap issues corrected |
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