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Hi ExpertsOne of our oil and gas clients is currently working exclusively with functional objects, without any serial objects in their system. However, they’re now interested in converting some of these objects into serial objects while preserving all past transactions linked to them. I’d like your expert feedback on the approach we're considering for this request and to know if any of these options should be reconsidered. We’re looking at around 40 objects, all of which include measurement details, PM actions, and WOs, but no financial transactions. Here are my proposed options:Create manual serial objects: Reuse the same functional object ID and migrate historical transactions from functional objects via DR script. Scripted Conversion: Develop a script to directly convert functional objects to serial objects (uncertain about feasibility). Migration Script: Use a comprehensive migration script to transfer data (though I feel this could be more complex than the above options, given the
In IFS Cloud 26R1, a prospect has raised a question regarding Resource Allocation on Work Tasks.The proposed process is as follows:Work Tasks are generated from a Preventive Maintenance (PM) Action (potentially hundreds of Work Tasks). Resource Requirements are defined in the PM Action Template by Trade (e.g. Electrician, Mechanical Fitter, Instrument Technician). Named Resources for the Trade then need to be allocated to the generated Work Tasks based on the required Trade and available capacity.Assuming that PSO (Planning and Scheduling Optimization) is not included in the solutionWhich screen / function in IFS can be used to ensure that named Resources can be easily allocated to work tasks and also not be over utilised ? (without having to drill into each Work Task.)(example : Work Tasks require an Electrician for 60 hours in this week - how can this be allocated to Mr.X who only works for 40 hours in the week - the maximum capacity of 40 hours should be visible when allocating wor
Need Inputs, once the 27R1 is introduced service related functionality are removed, functions removed like Service request can be handled in Prepare work order screen.Dispatch → which functionality to be continued in Work Management ?Appointment Booking -->which functionality to be continued in Work Management ?and also need to know when is the 27R1 is expected
I am trying to understand the Maintenance Change Request in 25R2. Would appreciate some help in understanding the way of working. How to use the second step in the assistant? Looks to be reporting fields, are these supposed to be used on the current task or why should I add data in for example “action taken” when I create a new MCR? As a technician I would like to report that the work report and interval for the job is incorrect, how would I go about to do that? Without adding any of the toggles in the first page I am not able to create the MCR. I would only like to report duration and work descripton changes, not anything related to material, resources or object. Is this a bug? Why is the object updates limited to test points and parameters?
Hi,I have seen some posts here mentioning APM functionality in IFS. Is this a new component in IFS Cloud? Are there any docs, ppt etc describing the functionality?B RAnders
Hi, Is it possible to modify the planned value in the Maintenance Plan even after a Work Order has been generated and completed?We updated the condition value, but the Maintenance Plan did not regenerate as expected.Do you have any suggestions on how to proceed? Thanks!
Dear All,I came across something that I never noticed before. On the Work Task Template - Work List. For each Work task that we define we have 4 tabs where we can add lines. The 4 tabs being:Work Task Steps Resources Materials PlanningBut I seem to be missing the ‘Return’ tab. After all - with certain Preventive Maintenance it might be logical that a component is always returned to stock for repair. So it would be useful for a return line to be automatically present on the Work Task after creation through a PM action/from the Work Task Template. Is there any specific reason why it is not there?Could this be a permission set issue?How did other people solve this problem? Best RegardsRoel
Hi community,I am currently preparing FMECA, and an error occurs when trying to generate MTBF within the failure mode screen using AI generation.Error Message: "No available work tasks found in the class and process class."Could you please advise how I can register or save the work tasks into the class and process class data so that the MTBF generation works properly?
Dear All, I was working with Work Orders, Permits and Isolation orders. The whole idea was to create Work Task Templates and Pm actions involving Permits and Isolation orders so that 1 Work Order would suffice. I want to create 1 Work Order where 2 Work Tasks need to be done (with a dependency Start after Finish).The 1st Work Task involves welding so the machine has to be 100% electrically isolated - and will be performed by a Welder. The 2nd Work Task is a calibaration mode, so the machine must have power, but still be isolated from the normal production. Conveyor belts (that are powered separately) are not allowed to be running. So different kind of permitThe thing is, apparently to be able to start the 1st Work Task, both permits need to be released. Despite the fact that the Work Task are 2 completely separate things that are performed after each other, by different people, maybe even with a day in between due to scheduling conflicts. So this does not seem to making sense to me. I
Hi everyone. Just wondering whether it is possible to use a *.csv file with the relevant information in to bulk upload Business Activities into IFS cloud, rather than have to enter each one individually. Thanks
According to the customer scenario, I created 3 PM Actions with the same starting value and intervals for 3 different objects, and then grouped them using a PM Group.After that, measurements were entered for all 3 objects.For PM 1 and PM 2, the entered measurements exceeded the threshold value. However, for PM 3, the measurement was below the Planned Value.After running the condition generation job:For PM 1 and PM 2, the same Work Request was created due to the PM Grouping. For PM 3, no Work Request was created since the valid measurement was not met, which seems correct.However, my concern is that since all 3 PM Actions are grouped together, is this the expected standard behavior? Should the system also create the same Work Request for the 3rd PM Action because it belongs to the same PM Group?Could someone please clarify the standard system behavior in this scenario?Thanks.
Has anybody configured Maintenance Technician Portals to use scanning? For example, to select the object by scanning a barcode or qr?IFS Cloud
https://community.ifs.com/ifs-cloud-26r1-updates-ea-employees-partners-only-508/ifs-cloud-26r1-deprecation-log-66886?tid=66886&fid=508With related to Depreciation post above Customers are no longer possible to schedule resources for for Work Order connected work task using dispatch console. In previous releases it also depreciation Allocate resource Gantt. Now customers only have Assigned work to plan resources. For customers with considerable amount of maintenance staff it’s difficult to plan without visible support of technicians schedule. For Resource planning and assignments in maintenance will there be coming a new solution for this?
Hello,We have a requirement to create two separate permission sets in IFS Cloud 25R1 for Functional Objects.One permission set should allow users to create and modify Functional Objects without delete access, while another permission set should allow users to view and modify existing Functional Objects without create or delete access.During our analysis, we observed that in Entity Action Grants, the CRUD permissions appear to be bundled together (Create, Update, Delete). Because of this, it seems that Create/Delete and Update/Delete access cannot be separated individually.Could you please suggest if there is any recommended approach or best practice to achieve this requirement?
Hi Team,We are looking for clarification regarding the PM Calendar Generation process and the WO Generation Lead Time field.The field description for WO Generation Lead Time indicates that it is included during Work Order generation. We would like to understand whether this lead time is also considered when calculating or evaluating the PM Due Date used by the PM Calendar Generation database task (SYSDATE). For example, if a PM has: - Due Date: 6-Jun-2026- WO Generation Lead Time: 3 days Will the database task effectively consider the PM as due from 3-Jun-2026 (Due Date minus Lead Time), or is the Due Date calculation unaffected and the lead time only used during Work Order generation? Could you please clarify the expected behavior? Thank you.
A. What is your idea?1) ClassificationOpportunity for improvement2) Brief descriptionProduct documentation/ page help is missing for Service Technician and Maintenance Engineer portal functionality and for underlying pages B. Context and scope1) Who is affected?Internal users Customers Partners2) FrequencyDailyC. Value and impact1) What is the business outcome?Enhances user experience2) Impact scale5 — Enterprise-wide3) WorkaroundIf there is a workaround, describe it briefly. Otherwise write “No workaround”.Write here: D. Evidence and examplesAttach screenshots, documents, or examples using the buttons below. If helpful, summarize key supporting evidence here.Write here:No workaroundE. Additional details1) Enter support ticket ID reference (If applicable)Write here:CS04536722) Would you like to participate in validation or early testing?Answer “Yes/No”.Write here:Yes
Community,Testing in IFS Cloud (25R2), Service Request, but I am not able to find the Create Receive Order/Customer Order, which is to bring/ship Customer Owned object back from/to customer. Any idea?
Hello,Does anyone have a use case where a Functional Object or structure can remain In Operation however it has limited capability until the relevant objects below it are returned to full service. How is this handled in IFS Cloud? Many thanks.
Basically, I want to update a custom field on the Work Task (JtTask) page, from the Tech Portal Work Task Detail page. I notice that some fields on the JtTask are updated when you update the fields on the Work Details screen, e.g. Long Description.How can I add the custom field that is on JtTask to be updated from the Work Task Detail (JtExecutionInstance) page? We thought a workflow may be the solution, but given how the long description is updated, I wondered if there was any other way?? (Even something like, having the same custom field name on both entities… does it then map it?)Thanks for any ideas.
Dear All, I am learning more about Permits and Isolation Orders but I run into a weird phenomenon that I can’t seem to explain. I created some basic data (Permit Type, Isolation Type, Isolation Template, Allowed Connections Permit/Isolation...).From there I created a Work Task Template and connected a Permit Type and Isolation Template ID to the work task template, selected ‘YES’ for the ‘Generate’ Column. And I activated the Work Task Template. Next I wanted to see the effects when creating a new Work Order. So I started from ‘New Fault Report’ with a random Object and selected ‘Earliest Start’ and ‘Latest Finish’ date. After that I used ‘Jobs and Templates’ to select my Work Task Template. That was correctly ingrated and my permit was copied into the Work Order. I dod however notice that the ‘Valid From’ and ‘Valid To’ date of my permit did not match the ‘Earliest Start’ and ‘Latest Finish’ date. Rather, the “Valid From Date” seems to be set to the sysdate at the moment of creation a
Hi All, Question about setting a structure of connected objects ‘Out of Operation’. We have various methods of connecting our Functional and Serial Objects:Main Structure (‘Function’ = Parent / Child connection) Additional Structures (Location /From / TO / Process / Process / Pipesystem / Electrical) Connected Objects With the Main structure we can set the Operational Status of the entire Parent-Child tree to ‘Out of Operation’ using the action button ‘Operational Status’ > ‘Set Structure Out of Operation’ When I check the other Object Structures, that function does not seems to be present. I can set the selected Object in ‘Out of Operation’, but to disable the objects connected through the ‘Electrical’ structure, I need to select them as well and click ‘Out of Operation’ again. And if I want to continue down the path I have to click ‘Next level’ to go deeper into the structure. Is there no option to set the entire structure to ‘Out of Operation’? When I take it when step further
What are the consequences or risks if we hide certain field views from the global context via visible checkbox? Is that recommended way or do you have a better suggestion?We would like to hide certain fields from view so that page visitors do not see all the content on the page.
My organization has recently moved to IFS and i am hoping that there are a couple fleet managers out there that are managing multiple sites and equipment types and have some good insights into object hierarchies.
Community,We are on APP10/UPD9, We are using Create Repair Work Order Assistant to create repair work order when it is requested. One thing quite annoying is, Work Type is automatic fetched into Repair Work Order and we must manually enter both on header and task level.For normal work order or service request, we are using Service Contract so system auto fetch the work type to work order.Kindly advise where we could set up default work type for Repair Work Order?Thank you.
Hi Team,I am looking to understand the standard procedure for configuring Special Price and Fixed Price logic across multiple positions within an IFS Cloud Complex Assembly Service Contract. Despite initial attempts to set these up, the results are not accurate. Can anyone provide the specific configuration steps or documentation detailing how to correctly apply these pricing rules?Thanks
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