Working with Projects and Assignments
Working with the Planning Board
Coloured flags in the Resource Planning
Creating and editing of flags
Use in the CRUD masks
Working with flags
Filtering the Planning Board
Worklist filter
Create Filters as Favorites
Filtering in the Planning Board - Technical Information
Navigation in the Planning Board
Navigation Options for Assignments within the Planning Board
Navigation in the Planning Board - Technical Information
Interactive Slot Search
First Steps with Assignments
Comprehend Changes to Assignments
Attach Documents to an Assignment
Creating Assignments
Group Assignments
Record Assignment Times
Release Process of an Assginment
Plan Machines for an Assignment
Plan Material for an Assignment
Planning of an Assignment Period
Sending Documents to the Field Service
Allocation of an Assignment to a Resource
First Steps with Projects
Project Assignment list
Set Approval Levels in a Project
Add Material to a Project
Overview Material Consumption
Process diagram for Project
Allocation of Contact Persons to a Project
Allocation of Machines to a Project
Working with Technical Reports
Editing a Technical Report
Creating a Technical Report
Selecting Report Templates
Selecting Report Questions
Reworking Report Questions
Creating a new Report Question
Edit Header and Footer
Overview of the reports
Working with Travel Reports
Editing a travel report
Creating a travel report
Search travel report
Working with Service Reports
Edit Service Reports
Times
Cash Expenses
Machines
Material
Accomplished works
More Sections and Actions in the Service Report
Checking Service Reports
Working with Tickets
First Steps with Tickets
Prioritizing of Tickets
Classification of a Ticket with Fault Codes
Fault Codes - Technical Information
Tracking of Ticket Levels
Forwarding of a Ticket
Continuing a Ticket with a Project
Planning of an Assignment for a Ticket
Managing the Ticket Status
Linking Tickets
Assigning machines to the ticket
Working with Weekly Reports
First Steps with Weekly Reports
Checking of Weekly Reports
Time Stamp Clock for Weekly Reports
Geographical Planning
Geographical Planning - Technical Details
Basics
Perform Actions on Objects
Attachment of Documents
Editing documents
Display of Context Information
Dashboard
Navigating in Objects
Search for Objects
Tracking Changes to Objects
Follow Objects
Use of Skills
Preliminary Planning of Material
Edit Material
E-mail Dispatch
E-mail Dispatch - Technical Information
Component for Selection of E-mail Addresses
Settings of the component
Attaching documents
Additional URL-Parameter
E-mail History
Cockpit
Working with Tables
Tasks
Select Colour
Interval Planning
Search for Interval
Editing an Interval
Create Work Packages
Interval Structure
Pre-schedule Intervals
Show Executions
Intervall-Planung - Technische Details
Maintaining Master Data
Address Data Management
Contact Person
Geocoding
Opening hours
Address Data - Technical Details
Contact Person Management
Edit Contact Person
Contact Person - Technical Details
Article Data Management
Article Data - Technical Details
Machine Data Management
Machine Data - Technical Details
Resource Data Management
Edit Skills of a Resource
Visa
Training sessions
Vaccinations
Passports
Tools
Work permit
Social insurance
Relocations
Skill changes
Holiday Management
Resource Data - Technical Details
Managing tabular additional data
Additional Data Managment
SLA Management
Service Level Agreement
Service Level
Service Times Schema
SLA in Tickets
SLA in Planning Board
Using Evaluations
First Steps with Evaluations
Standard Evaluations
Active Orders
Active orders: Technical details
Analysis of Assignment Times
Analysis of Assignment Times: Technical details
Workload per Group and CW
Capacity utilization per group and CW: Technical details
Project Evaluations
Project evaluation: Technical details
Faults
Faults: Technical details
Faults: Causes
Faults: Causes: Technical details
Ticket Turnaround Time
Ticket processing time: Technical details
Overview of Tickets
Overview of tickets: Technical details
Overview Proposals/Orders
Overview Proposals/Orders: Technical details
Sales per Customer and Code
Sales per Customer and Code: Technical details
Turnover Overview
Turnover overview: Technical details
Comparison of Target, Planned, Actual Hours
Comparison of Target, Planned, Actual Hours: Technical details
Administration
Application Administration
Administration of Users
User Settings Resource Planning
Bar label
Display Settings Resource List
Display Settings
Assignment tooltip
Assignment sorting
Scheduler Units Settings
Sequence of bar label/tooltip
Start-up Settings
Loading Options Planning Board
Legend of Identifying Codes
Navigation
Sorting of Resources
Other
Additional Filters
User Settings GeoMap
User Settings Interactive Slot Search
User Configuration
Address Type Permissions
General Information
Creation Rights for Main Groups
Login Data
Service Report
Required Skills
Select User
DGF-Rights
Resource Planning
External Users
Basic Rights
Group Rights
Interval Planning Permissions
Code Rights
Main Group Rights
Project Plan
Ticket System
User Settings Modules
Action Locks
Editing an exception
Editing an action lock
General Settings
Addresses
General
Edit calender
Article
Automatic assignment distribution - General Settings
Documents
Edit categories
Edit folder structure
Edit subcategories
Units
Edit units
Edit quantity
Resource Planning - General Settings
Edit group
Edit Icon
Edit Kendo-Template
Edit identifier code
Edit flags
Edit Main group
Edit transmission status
Professional Experiences (Skills)
Fault Codes
Geocoder
GeoMap
Interval Planning Settings
Commercial
Customer-Portal
Login Security
Machine
Send Look-Up Values And Rights To All
Projects
Resources
Edit vaccinations
Edit resource type
Edit Tools
Weekend schema
Service Reports
Edit Cash Expenses
Edit Time Types
Edit Time Type Schema
Expenses
Edit expenses
Search
Tickets
Editing the ticket status
Edit ticket types
Weekly reports
Connection of Innosoft Mobile
Activation of a Mobile Client for a Resource
Update Application
Data Exchange Module
Send files
Send Files: Edit Settings
Data Exchange Protocol
Edit template
Execute Template
Database
Individual Field Editing
E-mail
Edit Data Source
Search Data Source
Create an e-mail template
Search E-mail Template
Geographic coordinate
Infotool jobs: Search
Infotool jobs
Update Licence
Module Rights and Licence Information
Edit Number Ranges
Edit number ranges
Roles
Assign role to user
Edit role settings
Reports
Search Reports
Edit Reports
Report Parameters
Report Files
Document Links
Report E-mail
Print Jobs Review
Locks
Style
Style edit
Translations
Configuration
Customize Application
Adjusting the interface
Other adjustments
Tables (Ingrid)
Dynamic Search
File system
Structure of the user interface
Structure of a XML file
Dynamic Services
Implementation Dynamic Services
IsRowId
Languages
SQL Dynamic Search - integrate services
Calling up Statistics via Resource Planning
Installing the Application
Setting up a compatible database
Installieren des Innosoft Datenbankschemas
Innosoft FSM Main Application
Innosoft FileSender
Innosoft GeoCoder 2.2 (Innosoft.CRM.Core 1.9.x - 14.07.2022)
Creating a connection string and associated configuration files
Setting up the Server Scheduler Service
Mobile App
Mobile App - Print jobs
Mobile App - Assignments
Mobile App - Assignment view
Mobile App - Settings
Mobile App - Installation and set-up
Mobile App - Contacts
Mobile App - Materials
Mobile App - Unfinished reports
Mobile App - Service reports
Mobile App - Start
Mobile App - Time tracker
Mobile App - Weekly reports
Imprint
Login
Password
Shortcuts
Create Support ZIP
Troubleshooting
FSM Update Version 1.10
FSM Update Version 1.9