Cockpit

You can use the cockpit to obtain a quick overview of previous incidents at a customer's site and display, for example, all sales and support inquiries made there or reported malfunctions. You can also create tickets and change address or machine data directly from the cockpit.

List of objects with cockpit

  • Address

  • Contact person

  • Machine

  • Ticket

Opening the cockpit

You can access the cockpit by calling up the search function for the respective object. If you click on the button images/download/thumbnails/378767261/Objekt_Dreipunkt_Button_img.png at the beginning of the line, the buttonimages/download/thumbnails/378766432/Cockpit_img.png appears. After clicking on the button, the cockpit for the respective object opens. In theimages/download/thumbnails/378766367/Tickets-Text_img.png area, all tickets for this object are displayed. If you entered the cockpit via the machine search, only tickets for the selected machine are displayed. Otherwise you can now reduce the ticket list to tickets for a specific machine by clicking on the machine.

Switch to the areaimages/download/thumbnails/378766434/Monitor-Bereich-Cockpit_img.png to display information for a limited period of time. You determine the type of information by means of the selection listimages/download/thumbnails/378766439/Please-select_img.png . After specifying the time period, open the general view by clicking the buttonimages/download/thumbnails/378767100/Alle-aufklappen_img.png . You can reduce or increase the number of levels displayed by changing the value using the arrow keys and clicking the button images/download/thumbnails/378767119/Aufklappen-bis-Ebene_img.png afterwards.

Create new ticket from out of the cockpit

You can transfer a contact person and a machine into a new ticket by clicking on the appropriate lines. After selecting the data, click on the actionimages/download/thumbnails/378766436/New-ticket-Action_img.png . For more information on ticket processing, see the section Working with Tickets.

Edit data for an object

To change data of an address, a contact person or a machine, click on the link of the object. Specify the changes and finally save by clickingimages/download/thumbnails/378767266/image2019-12-5_16-27-48.png .