Learn the Basics

Learn how to navigate Vision using the repeating functions and icons across pages. 

Icons help to visually designate available actions or information. 

Logging In


 Enter your login information, then select LOG IN

Click on Don't remember your password? if you need assistance resetting your password

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To bookmark Vision on your preferred web browser, make sure that the URL entered is yourcompany.fibersmith.systems. 

Bookmarking the login page, rather than the dashboard page after login, will usually result in the following message. Make sure that your base URL is correct before trying to login again. 

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Menu


The menu-24px.svg button is the main menu from which you can access the different components of Vision. 

The menu icon will be displayed across all pages and is always accessible in the upper lefthand corner, however, the options displayed under the menu will change depending upon the user's permissions. 

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Overflow Menu


The overflow menumore_vert-24px.svgis accessible across all pages in Vision in the upper righthand corner. 

Click on help-24px.svg Help to view instructions and tips about how to use Vision that are unique to that specific page. Each Info box also contains a link to the corresponding support site information. 

Click on the  icon to access User Settings. Here you can change things such as your password and notification preferences.

Select create-24px.svg to view the homepage Dashboard, and click on ​​​​dashboard_1.svg to save the Dashboard layout.

The account-circle.svg button allows you to log out of Vision. 

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Header Navigation


The header functions are featured on every page and are not Subscriber specific. The map icons control the information that is displayed on the base map. To learn more, visit the map layers page. 

The searchmagnify.svg is an easy way to search sitewide for things like a ticket, event or specific Subscriber.  

The dashboard_1.svg icon takes you to your Dashboard, where you can do things like view your tickets, open a ticket, take a payment and add a Subscriber. 

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Click on the account_circle_black_24dp.svg icon to view your tasks and tickets, as well as any tasks or tickets assigned to your group.

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The history_black_24dp.svg icon shows the most recent Subscriber accounts that have been accessed in the system. Click on a name to be taken to the Subscriber's account. 

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View new notifications under thenotifications_black_24dp.svg icon. Click on a notification to view more details (like a specific ticket) and click on the X to clear notifications (if applicable). 

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Search


The Super Search magnify.svgicon searches data from subscribers, locations, circuits and hardware. A successful search will have a string of at least three characters. The super search function is geared towards searching for subscriber information and will typically look at that data first. The super search will return IP addresses or MAC addresses if the character string matches that format. 

The search function on the dashboard entitled Search Subscribers will search for subscriber information. 

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To improve your search results, you can edit your personal search standards in your User Settings. To set your search settings, go to the Overflow Menu or the 3-Dot Menu in Vision. Click on User Settings, then click on the Search Tab. Then you can select or de-select from the search types. Once you select your search preferences be sure to save your preferences. Those settings will be saved going forward unless you updated your selections. These settings will improve your Super Search results.

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In Super Search, the advanced search compass.svg icon allows you to narrow your search by choosing from page-specific categories.  

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Choose a search category from the drop-down menu.  

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The additional filters will change based upon the selected category. 

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Click on the settings-24px.svg icon to change the information displayed in the columns. Select or de-select to change the displayed column information.  

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Filter and Sort


The settings-24px.svg button in the upper righthand corner allows you to filter the column display on pages. Select or deselect the corresponding boxes to change the information that is displayed.

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The filter_none_black_24dp.svg icon allows you to maximize the current window. 

The magnify.svg icon allows you to search the entire website, while the advanced search compass.svg icon allows you to narrow your search with different filtering categories. 

Click on the sort arrow (shown next to DUE DATE) next to a column to change the order in which the information is displayed.

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Click on the dropdown arrow (as seen next to SUBCATEGORY) to filter what information is displayed.   

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The ITEMS PER PAGE is displayed in the bottom righthand corner of each page containing a list of items. 

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This is a quick way to see the total number of results from a search, like the number of Subscribers, tickets or addresses.  

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Click on the dropdown menu to make changes to the number of items displayed.  

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Floating Action Button (FAB)


The Floating Action Button plus-circle (1).svg allows you to take action on the current account.

Subscriber Account 

Click on the plus-circle (1).svg button to view potential additions to an account.

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For example, when viewing a Subscriber, the plus-circle (1).svg button allows you to take the following actions: open a ticket, take a payment, add service, add contact, add tag, add note, add attachment and add portal user. 

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Change Workflow Process 

Make changes to a completed Workflow under the Services tab. Click on the black chart-timeline-variant.svg button next to a Service to view the Workflow process. 

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TIP: Select the SHOW HIDDEN box to view all Services. 

View the Workflow status under the STATUS tab. Changes can only be made to Workflows that are shown as COMPLETE, rather than IN PROCESS.

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Click on the plus-circle (1).svg button in the bottom righthand corner to make changes to the Workflow processes tied to that specific Service. 

The plus.svg button will Start Subscriber Package Workflow Process.

The close.svg  button will Start Cancel Subscriber Package Workflow Process.

The shopping_cart-24px.svg button will Start Change Subscriber Package Workflow Process.

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