How to delete a plan

 

As part of the development of the new rights management for ISPadmin, the Delete button has been removed from the task editing page.


Now you can delete a task (plan):

 

  • in Scheduling Overview - Click on icon delete btsp
  • in Scheduling Calendar - When you hover over a given task, click on Delete.

How to move tasks from Calendar to Unscheduled

 

Currently, it is not possible to do that. But here are a few tips that might help you:

 

  • If you do not know what day to move a task to, let the task where it is. You can search for it in Client card / Interventions.
  • If you do not know what day to move a task to, let the task where it is. You can search for it in Scheduling Overview (with the help of many filters).
  • If you do not know what day to move a task to, use the Unspecified time option. You can arrange for the system to automatically move such tasks from one day to another. If you set the planning_auto_change_tasks key in Settings Syst. settings Scheduling to 1, the system will go through all tasks at 2:00 and move those that are unfinished to the next day. This function is only available for those tasks that have the Unspecified time option checked.

 

 

Technicians´ interface

There is a special interface for technicians that helps (not only) bigger companies to better manage the work and schedule of individual technicians: Technicians do not have unlimited access to the system. They have access to this interface only. In it, they can see all the work that has been assigned to them, along with all the details that are necessary for them to complete the assigned tasks.

In the full installation of ISPadmin, you can set access credentials for your technicians in Settings Administrators Technicians.

In the Rights section, you may specify to which tabs and options individual technicians have access.

Technicians can log into their interface in the same way that they can log into the ISPadmin installation - using their username and password.

After login, the following tabs are available (if they are allowed in the Rights section):

 

Tasks

Tasks assigned to the logged-in technician. If a particular client service is assigned to a task, its name, IP address, MAC address etc. will be displayed. Additionally, detailed traffic graphs icon graph will be displayed in the case of an Internet service.

icon edit Edit a task

Contracts and documents are displayed that the administrator adding the task to ISPadmin appended to it. A technician may fill in the Note field and then   close a task. If any documents are requested, a technician has to insert them into the Requested documents field before closing a given task.

 

Clients

Technicians may fulltext search in this tab. You can set the minimum number of characters that must be entered before it is possible to use the function. If a technician is allowed to accept cash payment, they can match a given payment with a particular unpaid invoice by clicking on icon money accept.

 

Cash box

Here you can see a list of cash payments received by the logged-in technician.

 

CONTACT

NET service solution, s.r.o.
Žerotínova 3056/81a
787 01 Šumperk
Czech Republic