Quick Actions

Quick Actions lists Add New forms, Scheduler, task-related options, reminders, asset-groups, and other options. Although these operations can be performed in their respective modules, Quick Actions serve as an instant alternative mode that can be accessed from any page in the application.

To view Quick Actions, click icon on the header.

Add New forms 

You can add a new announcement, create different types of requests across all module, add assets, users, maintenance, etc. The keyboard shortcuts to perform the operations are also displayed.

You cannot add a new incident or service request using Quick Actions. To raise a incident or service request, click here

Schedule 

Scheduler

Access your scheduler where the number of open requests and open/pending problems, changes, projects, tasks, and reminders assigned to a technician for a given month are displayed in a calendar view. To learn more, click here.

Technician Availability Chart

View the chart that displays the list of technicians, along with the number of open requests assigned to them and their availability for a given month. To learn more, click here.

Logged-in Technicians

View the currently logged in technicians by entering the name, email address or the phone number. To learn more, click here.

Broadcast Message

Communicate important messages to all technicians or to those of a particular site or group. Click here to know more.

Mark Unavailability

This option opens the Mark Unavailability pop-up where mark your absence for a particular day or a range of days. To learn more, click here.

Tasks 

My Tasks

View the list of tasks assigned to you. Click here to know more.

All Tasks

View the list of all tasks added across the application. Click here to know more.

New Task

Create a new task and assign it using the Add New Task form. Click here to know more.

Reminders 

My Reminder(s)

View the list of reminders you set. Click here to know more.

Add Reminders

This option will let you add a new reminder to track your daily tasks. Click here to learn more

Asset-Groups 

Manage Groups

Edit or delete the asset groups in your organization. Click here to know more.

New Group

Create a new group of assets to suit the needs of your organization by following the instructions given here.

Others 

Go to Request

Go to the request details page of any request by entering its request ID. You cannot access archived or merged requests using this option.

My Assets

From this tab, you can view assets assigned to you and report issues related to them. This section will be visible even if the user doesn't have access to the asset module.