• 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
        • Extended Project 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 Details
      • Interactive Slot Search
    • First Steps with Assignments
      • Comprehend Changes to Assignments
      • Working with the Worklist
      • 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
      • Planning an Assignment for 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
      • Import / Export of Technical Reports
      • 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 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
    • Working with Tables
    • Tasks
    • Cockpit
    • Dashboard
    • E-mail History
    • E-mail Dispatch
      • E-mail Dispatch - Technical Information
        • Component for Selection of E-mail Addresses
          • Settings of the component
        • Attaching documents
        • Additional URL-Parameter
    • Select Colour
    • Navigating in Objects
    • Search for Objects
    • Tracking Changes to Objects
    • Follow Objects
    • Use of Skills
    • Preliminary Planning of Material
      • Edit Material
  • 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
      • Resource Search
      • Resource data general
      • Resource data business
      • Resource data private
      • 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
    • Evaluations (Statistics)
      • 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
          • Reports Permissions
          • 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
        • User Settings Roles
        • User Settings Mobile Field Service
        • User Settings Dashboard
      • Action Locks
        • Editing an exception
        • Editing an action lock
      • General Settings
        • Addresses
        • General
          • Edit calendar
        • Article
        • Automatic assignment distribution - General Settings
        • Dashboard - 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
        • Countries
          • Edit Countries
        • Login Security
        • Machine
        • Send Look-Up Values And Rights To All
        • Projects
        • Resources
          • Edit number of stays per visa
          • Edit work permit type
          • Edit duration of stay for visas
          • Edit vaccinations
          • Edit Passwords for Visas
          • Edit resource type
          • Edit Social Insurances Type
          • Edit Usage of Visas
          • Edit Tools / Tool Types
          • 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
          • Edit activities
        • Update Warning
      • Connection of Innosoft Mobile
        • Activation of a Mobile Client for a Resource
      • Update Application
      • Data Exchange Module
        • Edit Template
        • Execute Template
        • Data Exchange Protocol
        • Send Files
          • Send Files: Edit Settings
      • Database
        • Individual Field Editing
        • Logging of error messages in the database
      • 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
      • Teams integration
        • Edit user mappings
        • Edit Teams-Info
      • FSM neu starten
    • Configuration
      • Customize Application
        • Adjusting the interface
          • General
          • Tab
          • Regions
          • Fields
            • Common properties of all fields
              • Determine the default value with an HTTP query
            • dynamic
            • image-document
            • is-dynamic-grid
            • is-get-next-number
            • is-numeric-text-box
            • is-panelbar-details
            • is-search-field
            • is-sortable-list
            • is-time-text-box
            • kendo-combo-box
            • kendo-date-picker
            • kendo-date-time-picker
            • kendo-drop-down-list
            • kendo-list-box
            • kendo-multi-select
            • kendo-time-picker
            • label
            • statistic
            • textBox
            • Sonstige
            • Kendo-color-picker
            • email
          • Individual Fields
          • Tables
          • Menu options
          • Context info
          • UI-Editor
          • Other adjustments
          • Tables (Ingrid)
        • Embedding Quick Report outputs
        • Create custom API endpoints
      • 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 PrintService
      • Innosoft FileSender
      • Innosoft GeoCoder
        • Innosoft GeoCoder 2.2 (Innosoft.CRM.Core 1.9.x - 14.07.2022)
        • Innosoft GeoCoder 2.3 Oracle (Innosoft.CRM.Core 1.11 master - 27.04.2023)
      • 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
      • Setting up the Windows Mobile Client
    • Mobile App - Contacts
    • Mobile App - Materials
    • Mobile App - Unfinished reports
    • Mobile App - Service reports
      • Times in Service report
      • Cash expenses in Service report
      • Materials in Service report
      • Maschines in Service report
      • Documents in Service report
      • Comments in Service report
      • Closure of Service report
    • Mobile App - Start
    • Mobile App - Time tracker
    • Mobile App - Technical Reports
    • Mobile App - Weekly reports
  • Imprint
  • Help
    • Login
    • Password
    • Shortcuts
    • Create Support ZIP
    • Troubleshooting
  • Information on FSM Updates
    • Mobile App Update – Version 2.5.1
    • FSM Update Version 2.1
    • FSM Update Version 2.0
    • FSM Update Version 1.11
    • FSM Update Version 1.10
    • FSM Update Version 1.9