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Author: Peritus

Contacts

PFIM contacts are used to manage, allocate and associate work. On selecting contacts you are presented with the contact filter with types (on the right). Selecting and deselecting contact types will restrict your search to only the selected contact types. When there is a cross next to a contact type, that means that once it […]

Suppliers

List On selecting Suppliers you get the first page list of suppliers. The number of records per page can be edited, on Suppliers the default is set to 10.You can see the records you are viewing,¬†for example, below is showing that I am on Page 2 with 10 results per page, showing results 11 to […]

Standardised Look and Feel

We have taken a firm approach to ensuring you get a consistent experience thorough out the PFIM V5 platform. Here are some of the standards you should find throughout the platform. In the top right corner you will find your Profile this will enable you to make updates to certain personal information. The Filter is […]

Service Desk

The Service Desk launches with a filter allowing you to edit the parameters of what you wish to display. The default for the filter is all calls logged in the past month where the statusID is Prospect(1-10) or Current(11-89), it excludes all Complete(90-99) statuses. Lines are coloured based on a semi transparent version of the […]

Service Desk Dashboard Map

The Service Desk Map dashboard is based on the longitude and latitude being set for the customer under whom the call has been raised. This can be found under Dashboards > Service Desk > Map The map shows as a pin map highlighting areas where the service desk cases where raised with highest priority. From […]

Service Desk Dashboard Events

The Service Desk Events dashboard is based on the Priority of Calls being set for the customer under whom the call has been raised. This can be found under Dashboards > Service Desk > Events The grid shows as a customer list highlighting the number of cases logged arranged by the service desk case priority. […]

Customers

On selecting Customers you get the customer filter. List Once you have filtered you will get the customer list. The number of records per page can be edited, on Customers the default is set to 10.You can see the records you are viewing, for example, below is showing that I am on Page 2 with […]

Service Desk Dashboard Reports

We have created the Dashboard Reports to enable data extraction for further analysis and manipulation. This can be found under Dashboards > Service Desk > Reports The grid shows customers where service desk cases where raised this can be expanded to show all cases included in the selected filters. You can update the data by […]

Service Desk Dashboard

The Service Desk dashboard is based on sites containing Service Desk case. This can be found under Dashboards > Service Desk By selecting the filter on the bottom right you can access the filter options. The filters enable you to choose the dataset to work with in the Service Desk Dashboards. Defaults:sets From date to […]

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