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
Filtering in the Planning Board - Technical Information
Navigation in the Planning Board
Navigation in the Planning Board - Technical Information
Interactive Slot Search
Allocation of an Assignment to a Resource
First Steps with Assignments
Attach Documents to an Assignment
Creating Assignments
Group Assignments
Record Assignment Times
Release Process of an Assginment
Plan Material for an Assignment
Planning of an Assignment Period
Sending Documents to the Field Service
First Steps with Projects
Set Approval Levels in a 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
Creation of Reports for an Assignment
Edit Header and Footer
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
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
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
Display of Context Information
Dashboard
Navigating in Objects
Search for Objects
Tracking Changes to Objects
Follow Objects
Use of Skills
Preliminary Planning of 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
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
Address Data - Technical Details
Contact Person Management
Contact Person - Technical Details
Article Data Management
Article Data - Technical Details
Machine Data Management
Machine Data - Technical Details
Resource Data Management
Resource Data - Technical Details
SLA Management
Service Level Agreement
Service Level
Service Times Schema
SLA in Tickets
SLA in Planning Board
Troubleshooting
Holiday Management
Using Evaluations
First Steps with Evaluations
Standard Evaluations
Active Orders
Analysis of Assignment Times
Capacity Utilization per Group and Week
Project Evaluations
Faults
Faults: Causes
Ticket Processing Time
Overview of Tickets
Overview Proposals/Orders
Sales per Customer and Code
Turnover Overview
Comparison of Target, Planned, Actual Hours
Administration
Application Administration
Administration of Users
Action Locks
General Settings
Addresses
General
Fault Codes
Article
Documents
Units
Resource Planning - General Settings
Professional Experiences (Skills)
GeoMap
Commercial
Login Security
Machine
Send Look-Up Values And Rights To All
Tickets
Resources
Service Reports
Search
Interval Planning Settings
Weekly reports
Connection of Innosoft Mobile
Activation of a Mobile Client for a Resource
Update Application
User Configuration
Address Type Permissions
General Information
Creation Rights for Main Groups
Login Data
Service Report
Required Skills
Select User
Resource Planning
External Users
Basic Rights
Group Rights
Interval Planning Permissions
Code Rights
Main Group Rights
Project Plan
Ticket System
User Settings Resource Planning
Bar Labelling Display
Display Settings Resource List
Display Settings
Assignment View
Scheduler Units Settings
Sequence of Bar Labelling/Info
Start-up Settings
Loading Options Planning Board
Legend of Identifying Codes
Navigation
Sorting of Resources
Additional Filters
User Settings GeoMap
User Settings Interactive Slot Search
Database
Individual Field Editing
E-mail
Edit Data Source
Search Data Source
Create an e-mail template
Search E-mail Template
Update Licence
Module Rights and Licence Information
User Settings Modules
Edit Number Ranges
QuickReports
Search QuickReports
Edit QuickReports
QuickReport Parameters
QuickReport Files
Document Links
QuickReports E-mail
Print Jobs Review
Locks
Style
Create Support ZIP
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
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