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XOi Support

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Latest activity by XOi Support
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    XOi Support created an article,

    Vision Product Release 11/21/2022

      Workflow Searching Admin users now have the ability to search and quickly locate workflow templates. In the Administration tool, a search bar is located at the top of the Workflows page where use...

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    XOi Support created an article,

    Vision Product Release 11/15/2022

    Select Existing Equipment When a technician is assigned a new job from a Field Service Management (FSM) software, XOi will look at that location and display all existing equipment dataplates. In a ...

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    XOi Support created an article,

    Filtering Reports with Custom Date Ranges

    Reports can be filtered with custom criteria to help you narrow down and analyze data. Follow the steps below to create a custom date filter:  Open the Reporting along the top of Vision Web Select...

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    XOi Support created an article,

    Workflow Step Types

    With our latest update, 1.42, we introduced new workflow step types to provide a more efficient, customizable way to use workflows.  Each of these steps shown below:        Multichoice            ...

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    XOi Support created an article,

    Why can't I see all the text in my note?

    If you can't see your note or it appears that a portion of the letters are chopped off, like the picture below, you should check the following: Zoom - zoomed into the screen causing text to someti...

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    XOi Support created an article,

    Why can't I see the Create Job button?

    If you find that you cannot see the Create Job button on Vision Web, your computer screen is most likely zoomed in. This often removes the Create Button from view.  To zoom out, you can easily use ...

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    XOi Support created an article,

    Why is my password reset stuck?

    Did you recently create a new password and things got stuck? Generally, this indicates that you did not create a password that meets all the required password criteria.  When you create your passwo...

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    XOi Support created an article,

    How to stop unwanted workflow notifications

    Is one of your employees receiving unwanted notification about job completions? This is typically caused by their contact information being listed on a workflow or a step within a particular workfl...

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    XOi Support created an article,

    The app keeps freezing

    If your mobile Vision application is freezing up or becoming frozen when you try to use it, there are a couple simple steps we recommend in order to fix this:  Force close the application Go into ...

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    XOi Support created an article,

    How to create a collection in the Knowledge Base

    Creating unique collections of items within the Knowledge Base can easily be done.  Navigate to the Knowledge Base Locate the items you would like to put into a collection Check the box to the lef...