• 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
        • Create Filters as Favorites
        • 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
      • Project Assignment list
      • Set Approval Levels in a Project
      • Add Material to a Project
      • 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
      • 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
    • Linking Tickets
  • 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
    • Tasks
  • 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
      • Work permit
      • Edit skills of a resource
      • Vaccinations
      • Passports
      • Training sessions
      • Social insurance
      • Relocations
      • Visa
      • Tools
      • 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: Technical details
      • Faults: Causes
        • Faults: Causes: Technical details
      • Ticket Processing 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 documenation
      • Turnover Overview
      • Comparison of Target, Planned, Actual Hours
  • Administration
    • Application Administration
      • Administration of Users
      • Action Locks
      • General Settings
        • Addresses
        • General
        • Fault Codes
        • Article
        • Automatic assignment distribution - General Settings
        • Documents
        • Units
        • Resource Planning - General Settings
        • Professional Experiences (Skills)
        • GeoMap
        • Commercial
        • Customer-Portal
        • Login Security
        • Machine
        • Send Look-Up Values And Rights To All
        • Tickets
        • Projects
        • 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 label
        • Display Settings Resource List
        • Display Settings
        • Assignment tooltip
        • Scheduler Units Settings
        • Sequence of bar label/tooltip
        • 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
      • Geographic coordinate
      • 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
      • Roles
        • Assign role to user
        • Edit role settings
      • Shortcuts
      • 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
    • Innosoft FileSender
  • 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