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Quick Start
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Release Notes
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Short Overview
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Work place
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- What is the Ticket Pool?
- Ticket Pool Walkthrough
- How to use the Clipboard tab
- How to use the Ticket info tab
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- What can be done in the Ticket Pool?
- How to search for tickets
- How to link & unlink components together
- How to filter for tickets
- How to fine-search for tickets
- How to download ticket data as an .xls sheet
- How to copy filters / queries for colleagues
- How to email filters / queries to colleagues
- How to customize the Ticket Pool
- How to interact with 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
- Automated Actions Walkthrough
- How to setup Custom Automated Actions
- How to setup preconfigured Automated Actions
- How to create & edit Conditions
- How to create & edit Indications
- How to setup Email templates
- How to create & edit the ticket duration
- How to setup Custom fields
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Mobile App
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Live Tracking
Default views
The default views are integrated in work place by default. There are currently five useful default views available to use for you:
- Analytics view
- Backoffice view
- Dispatch view
- Dispatch view – Multi-screen
Each of those views is tailor-made on a job role and can help you to directly get into your personal workflow. The different views consist of different components, which are the: Ticket Pool, Timeline, Map, Ticket Details and the Analytics. The Dispatch view with Screen 1 and 2 allows a Dispatcher to do his work on two (or even more) different screens to be even more efficient.
Analytics view
The Analytics view helps you to quickly get statistical insights about tickets, it consists of the Ticket Pool and Analytics. The Analytics give you an overview of the selected tickets in the graphical form. You can use left-hand side panel to choose from a few available statistics options. On the right-hand side you can see the list of tickets with more details and you can adjust the list by using Ticket Pool views and filters if needed.
This view will be extremely useful for Team Leads or Managers, who need an insight into the project statistics.

Backoffice view
The Backoffice view helps you to quickly gain information of the Ticket Pool. It consists of the Ticket Pool and a big space for the Ticket Details. It focuses on the tickets list, which can be adjusted using various Ticket Pool views and filters and at the same time gives a quick insight into the details of a selected ticket.
This view will be particularly convenient for backoffice agents or all those working directly with tickets and interested in their details.

Dispatch view
The Dispatch view helps you to fill in the Dispatch role. It consists of the Ticket Pool, Timeline and Map and Ticket Details so you are directly ready to dispatch tickets. Apart from a quick insight into all available tickets in the Ticket Pool and Ticket Details, you can see the list of engineers together with their Timeline and assigned tickets as well as the Map, where you can see selected tickets and engineers when using a left-hand side panel for filtering.
This view is particular convenient for all dispatchers that want to keep track of their tickets.

Dispatch view - Multi-Screen
If you like to work on more screens as a Dispatcher, the default views Dispatch view – Screen 1 and Dispatch view – Screen 2 might be the views of your choice. They consist of a large Ticket Pool and Timeline and Ticket Details. The second screen can be used for a large Map overview if you are a data and overview enthusiast, for example.

