Workys are the work orders you’ll be using in the system. We have 2 ways to create a ticket which are worky page and calendar.

Click the “Create Worky” button on the right top corner or drag your mouse on the left sidebar and click “Worky”.

Side bar opens on your right
Subject: This is the name of the ticket, you’ll be seeing a worky by this name in Calendar.
Assignee: Assignee is the person who’ll do the work order.
Due Date: You’ll see the worky on this date in the calendar.
Description: Description may help you to give details about the work order.
Files: Attach the documents that will help to explain the work order.
Definitions: You can create definitions on Definitions page. Definitions are used to defining. i.e. Worky, product, or demand.
States: States shows the progress of the work order.
When you’re done, click the “Create” button on the right bottom corner.

Click the search bar at the top.

Write the ticket number, select the “Worky” and click “Search”

– After you found your ticket on Calendar or Worky List, click on it or click on the edit button.
– If you click on the “Start” button inside ticket or on worky list, it counts automatically your effort.
– Also, you can insert your efforts manually by “Effort Details” section and see your past efforts.

You can see all of the planned work and worky.
– Change the due date by drag and dropping a worky.
– Click on a slot and create a new worky due to the day you clicked.
– Click on a worky and see all the details of the ticket.

– Choose to see your Calendar monthly, weekly, daily.
– Click on “Agenda” and see all of your worky, listed by date.

– Search your own worky by team or person or/and states.

You’ll be seeing the calendar on your home page or you can drag your mouse on the left sidebar and click “Calendar”.

Click the “Create Worky” button on the right top corner or drag your mouse on the left sidebar and click the “Worky” button.

When a new bar opens on your right, write the Subject, Customer, Assignee of the ticket, and choose the due date. You can write a description and attach documents if you choose.

If you’d like to add more details, click the “More detail” button and write the details.

When you’re done, click the “Create” button on the right bottom corner.

You’ll be seeing the calendar on your home page or you can drag your mouse on the left sidebar and click “Calendar”.

Click “Agenda” to see your next work orders/worky.

You can view your work orders monthly, weekly, daily views.

Colors help to see the progress of the worky. You can decide any color and name progress types by your choice.

Definitions help to specialize the work orders

Drag your mouse on the left sidebar and click “Definitions”.

Click “Create Definition.”

Choose a group from the bar. If you need to create a new group, you can write the new group’s name and then click “Create new group.”

Write a name, add custom attributes: key and value. You can click the “+” button and add new custom attributes.   

When you’re done, click the “Create” button on the right bottom corner.

Drag your mouse on the left sidebar and click the “Definition”.

After choosing the definition you’d like to edit, click “Show Details” on its row.

Edit names or states.

Set the states with states toogle.

States help to see a worky’s current situation. 

Drag your mouse on the left sidebar and click “States”.

Click “Create States”.

Write the name, previous state, new state, SLA duration, and choose the color of the state.

You can choose to send an e-mail or SMS

When you’re done, click “Create Role!”

Drag your mouse on the left sidebar and click “States”.

Click the State you’d like to edit.

You can edit the name, write next or previous states, change the color.

Click “Edit States”.

Roles help you to define a person’s position at work. You can determine to give or take back permissions to a Role.
Drag your mouse on the left sidebar and click “Roles”.

Click “Create Role”.

Write a role name.

You can decide what Role can or can’t do on the opening page. Click and choose the Role’s Permissions.

Permissions help you to decide what Role can or can’t do. You can give your Roles permission to create, edit, or delete.

Permission Types

There are three types of Permissions.

ServisSoft Permissions
Portal Permissions
Mobile Permissions

You can give permissions to create, edit, or delete tickets on these platforms separately. i.e. one role can create tickets on ServisSoft and Mobile but can’t create them on Mobile.

Click the profile image on the right top corner.

Click the “Edit my Profile” button on the left top corner.

Change the fields you’d like to.

Click “Save Changes”.

Click your profile image on the right top corner.

Enter your current password to the first bar.

Write your new password to the required fields.

Click “Save Changes”.

Click the profile image on the right top corner.

Click TR or ENG (you will see the language you don’t use in the current version as an option) button and change the language to TR or ENG.

Drag your mouse on the left sidebar and click  “People & Teams”.

Click “Create User” on the right top corner.

Fill the required fields: Name, surname, email, phone number

Select the user’s role and team. If you need to create a new team, you can write the new team name and create a new one.

Click “Save”.

Creating Teams can help you to gather people on the same departments or people who are working on the same projects etc.