Futura                               Forums     Virtual Campus    Support   Training Request   Upgrade Requests  Course Login

  Virtual Campus

Home Admin Catalyst Indigo AM Mapping Reporting Support

    Flex

      Topics


Indigo Flex Dispatch


   Connection Status 

    Your connection status may change as you are working. Watch this video to learn more about the various status indicators you may encounter.

         1 min, 06 sec

   Dispatch Grid Buttons and Menus   New

     Use the grid buttons or right click menus to interact with workitems.

         4 min, 44 sec

   Using the Dispatch Toolbar  

     Get up and running quickly with this comprehensive video covering the basics of using the Flex dispatch toolbar.

         4 min, 32 sec

   Indigo Flex and FieldPro Flex - Assign vs. Dipatch  

     Do you need to know more about the differences between assigning and dispatching work items? This short video will help you out.

         3 min, 21 sec

   Assign or Dispatch Work Items By Area  

     Did you know you can assign or dispatch and even bulk assign or dispatch items from Indigo Flex? Improve your process by watching this video.

         2 min, 14 sec

   Setting Work Item Locations   Good to know!

     There are times when work items may be created without associated locations. Learn to set locations for those items with this short tutorial.

         2 min, 35 sec

   Working from the Map View  

     Did you know you can assign or dispatch and even bulk assign or dispatch items from Indigo Flex's Map? Learn how by watching this video.

         2 min, 53 sec

   Completing Work Items in Indigo   New

     Would you like to complete some work items from your web browser in Indigo Flex? Check out this video to learn more.

         2 min, 44 sec

    Filtering and Sorting Workitems


   Filtering and Sorting Work Items  

     Filtering and sorting are great ways to find and group work items.  Learn to use both with this video. 

         2 min, 18 sec

   Grouping by Columns   New

     Grouping workitems by columns can help you sort items and simplify subsequent tasks.

         2 min, 44sec

   Show Inactive Items   Good to know!

     Need to see your inactive items? Use the toggle to quickly display them.  

         1 min, 13 sec

   Creating Saved Filters   New

     Filters are great, but if you frequently filter by specific criteria a saved filter will make switching between types of items even easier.  

         2 min, 14 sec

   Creating Field Rep Filters   New

     Do you need to filter field reps, crews, or buckets? This video will get you started.  

         2 min, 10 sec

    FieldPro Flex


   FieldPro Flex - Searches and Sorts  

     Learn to quickly search and sort work items with this tutorial.

         3 min, 33 sec

   FieldPro Flex - Item Lists  

    Item lists help keep work items sorted. This quick overview will help you learn more.

         2 min

   FieldPro Flex - Completed Items Calendar Filter   New

     There are times when you may need to see your completed items. This demonstration will help you find the completed item records you need.

         1 min, 59 sec

   FieldPro Flex - Optimizing Routes  

     Did you know that you can optimize your routes to save time and gas? Learn how with this video.

         2 min, 47 sec

   FieldPro Flex - Viewing and Deleting Attachments 

     Do you have many photos for a work item? In this video you'll learn how to view all the attachments and delete the ones that are not needed. 

         1 min, 16 sec

    FieldPro Flex Workitem Buckets


   FieldPro Flex - Workitem Buckets  

     Learn how to view bucket workitems with this short tutorial.

         1 min, 24 sec

   FieldPro Flex - Returning WorkItems to Buckets  

     There are times when a workitem may need to be returned to a bucket rather than dispatch. In this short video you'll learn how to send workitems back to buckets.

         1 min, 41 sec

   Enabling the Manual Refresh Bucket Items Option  

    Would you prefer to manually refresh bucket items? Use this guide to learn how.

         1 page document

Configurations and Settings


   Setting Application Preferences 

     Set your landing page preferences so that when you login you are immediately taken to the part of Flex you find most helpful.

         1 min, 45 sec

   Indigo Flex Dispatch Delayed Processing  

     Would you like to change the rate at which your dispatch screen updates from changes others make? Learn how to adjust the processing on your screen with this document.

         1 page document

   Configuring Notifications  

     There are many ways to receive notifications about Flex work items. Learn to subscribe, modify, and configure your Flex notifications.

         6 min, 58 sec

   Configuring Dispatch Screen Layouts  

      Did you know you can configure the layout of your dispatch screen? Learn to create layouts to fit your needs.

        3 min, 38 sec

  Exporting and Distributing FieldPro Settings  Hot Topic!

     If you need to share settings or configure many iPads, this video is a must-see video. 

         4 min, 36 sec

  Importing FieldPro Settings from an Email   New

     If you need to import settings you received through an email, this video will show you how. 

         1 min, 09 sec

CIS Integrations

   Create Flex Service Orders from Meridian  

    Are you new to Indigo Flex and need to create a service order from Meridian? This document will help you out.

         5 page document

   Create Flex Service Orders from UPN  

     Are you new to Indigo Flex and need to create a service order from UPN? This document will help you out.

         5 page document

Indigo Flex Admin

   Add Active Directory Users to Indigo

      Follow these steps to add users with Active Directory accounts to Indigo.

        Three Page Guide
   Add Local User to Indigo

      Follow these steps to add a Local user to Indigo.

        Three Page Guide
   Add or Remove a User's Role

      Follow these steps to add or remove an Indigo user's role.

        Two Page Guide
   Creating Work Item Buckets from Indigo

      Follow these steps to create buckets.

        Two Page Guide

   User Conference and Group Presentations


   What's New in Flex

     Here's a handy presentation of all that is new in 2022.


   Flex User Group 2023 First Quarter Presentation

     View this document to learn about the items discussed in the First Quarter of 2023.


 

Request a Resource

  VirtualCampus@futuragis.com

 



 

Futura Courses

Did you know that Futura offers virtual

Winter Training Courses?

 View the Schedule