KIX Pro Add-on Modules - KIX 17 User Manual - Field Service Guide

Sep 11, 2026

KIX Pro Add-on Modules - KIX 17 User Manual explains how to use the Field Service add-on modules to manage field operations end to end. It covers prerequisites and conditions, installing the app, configuring the server URL, registering device IDs in KIX, and downloading and working with tours. The manual also guides tour content creation, working time recording and signatures, uploading completed tours, and additional tour-management topics like mobile data sets and ticket handling.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages66

Reading Time23 min

AccessFree to download

Field Service

Field Service – App

Conditions

Installing the App

Configuring the Server URL

Registering Device ID in KIX

Downloading Tours

Working with a Tour

Adding Articles

Working Time Recording and Signature

Uploading Completed Tour(s)

Working with ConfigItems

Working with FAQ Entries

Field Service-Tour Management

Tour State

Creating a Personal Passphrase

Creating a Target Device for the Mobile Data

Creating a New Tour

Adding Objects to a Tour

Creating a Mobile Data Set (MDS)

Adding Tickets to a Tour

Adding Tickets via Drag & Drop

Map View – Kanban Extension

Displaying "My tours"

Kanban Board

Kanban View Configuration

Defining an Individual Kanban View

KPI Dashboard

Creating KPI Dashboard for Export into Microsoft Excel Power Pivot

Configuring the Data Connection to KIX in Microsoft Excel

Add the XLS file to the KPI dashboard in KIX

Viewing a Configured Dashboard

Output in Excel

Output in KIX

Maintenance Planner

Creating a Maintenance Plan

Linking a Maintenance Plan with a ConfigItem

Maintenance Documentation Button

KIX Pro Add-on Modules KIX 17 User Manual-EN Issued on: 25.11.2024 Table of contents 1 Field Service 4 1.1 Field Service – App ....................................................................................................................... 5 1.1.1 Conditions ....................................................................................................................................................................... 5 1.1.2 Installing the App ............................................................................................................................................................ 5 1.1.3 Configuring the Server URL ............................................................................................................................................ 5 1.1.4 Registering Device ID in KIX ........................................................................................................................................... 5 1.1.5 Downloading Tours ......................................................................................................................................................... 6 1.1.6 Working with a Tour ........................................................................................................................................................ 7 1.1.7 Adding Articles ................................................................................................................................................................ 9 1.1.8 Working Time Recording and Signature ...................................................................................................................... 11 1.1.9 Uploading Completed Tour(s) ...................................................................................................................................... 12 1.1.9.1 Working with ConfigItems ............................................................................................................................................ 13 1.1.9.2 Working with FAQ Entries ............................................................................................................................................. 13 1.2 Field Service-Tour Management .............................................................................................. 14 1.2.1 Tour State ...................................................................................................................................................................... 14 1.2.2 Creating a Personal Passphrase.................................................................................................................................. 15 1.2.3 Creating a Target Device for the Mobile Data ............................................................................................................. 15 1.2.4 Creating a New Tour ..................................................................................................................................................... 16 1.2.5 Adding Objects to a Tour.............................................................................................................................................. 18 1.2.6 Creating a Mobile Data Set (MDS) ............................................................................................................................... 20 1.2.7 Adding Tickets to a Tour .............................................................................................................................................. 21 1.2.8 Adding Tickets via Drag & Drop ................................................................................................................................... 22 1.2.9 Map View – Kanban Extension .................................................................................................................................... 24 1.2.10 Displaying "My tours" .........

FAQs

What steps are required to set up the Field Service app in KIX 17?

The manual describes checking conditions, installing the app, configuring the server URL, and registering the device ID in KIX before using the module.

How do users work with tours and upload completed tours?

Users download tours, work with a tour by adding content such as articles, record working time and signatures, and then upload completed tour(s) back to KIX.

How can KPIs be exported using the KPI Dashboard module?

The manual explains how to create a KPI dashboard for export into Microsoft Excel Power Pivot, configure the data connection in Microsoft Excel, add the XLS file to the KIX dashboard, and view the output in both Excel and KIX.

Sep 11, 2026

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