Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

This will include questions related to FSM and PSO.

  • 1,362 Topics
  • 3,544 Replies

1362 Topics

J
Do Gooder
João MartinsDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Fsm WebClient- Modify a field by script as soon as it detects a change

Hi, Is it possible in the Webclient, when you modify one of the task's search fields, to immediately detect that modification and run a script? Right now the script we have only runs after deselecting the field, the event we are using is the "AfterValueChanged", all the other events didn't work, like the "TextChanged".What our script does is, if it detects a blank space, it replaces it with "|".We want the script to run as soon as it detects a modification because if before deselecting the field, we press the SEARCH button, it gives the following error: Best regards

0
J
Do Gooder
1 hour ago
C
Do Gooder (Partner)
Carlos123Do Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Smart Client- Fsm Maps

Hello,In the project I am involved with, we communicate with a backend system to create tasks with coordinates and address. Sometimes, tasks don't come with coordinatesI would like to know, if it is possible to click on a map of the fsm, to obtain automatically the latitude and longitude of that place? Knowing that fsm uses the provider Bing behind.

0
C
Do Gooder (Partner)
1 hour ago
S
Do Gooder (Partner)
seedaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

deletion of attachment orphan

whenever we are deleting attachments from FSM UI and physical attachment still exist in //M5attachments  folder.  how can we identify and cleanup orphan records from //M5attachment folder ?

0
S
Do Gooder (Partner)
4 hours ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Where are the image library files stored?

Hi Experts,Quite a trivial question. When we upload files to the image library where are these stored? In a cloud hosted system are these stored in the attachment blob container? Or is it some other database table? Cheers,Miraj

1
R
Hero (Employee)
4 hours ago
A
Sidekick
AsterixSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Hosting FSM Mobile to IOS device - Query

Hi All,Could anyone please help me by providing the user guide to host the IFS FSM Mobile application to IoS device?I need step by step process to install IFSM Mobile App for  IoS users.

1
R
Hero (Employee)
5 hours ago
H
Do Gooder (Customer)
HDZRISHABHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Notification to technician for the work task assigned

 when we create a work task and try to allocate the task to a technician he should get notification or say email notification. How can we configure this functionality.

3
R
Hero (Employee)
5 hours ago
J
Do Gooder
Jafar_AliDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

A116 errors for Mobile App

I cant access IFS account on Mobile  i get A116 errors “Invalid user name and password pair ,pls try again   but when using webpage in my laptop i can access successfully  

1
R
Hero (Employee)
5 hours ago
H
Do Gooder (Customer)
HDZRISHABHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Connecting Address ID in map

 While creating scheduling resource type ,after saving it we get the following error{check the attachment}. How to connect address ID start and end in the map?   

0
H
Do Gooder (Customer)
7 hours ago
Ruchira Jayasinghe
Hero (Employee)
Ruchira JayasingheHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM "Address" configuration

In the FSM Smart Client, we can insert an address to the system using the “Address” window.The mandatory fields are only the “Address” and “City”. Once we provide those data and save, we could see that the FSM automatically, updates the Latitude and the Longitude. It locates the specific location in the map as well. Could you please let me know how these data is being filled? Further, I noticed that different customers/environments hold different data for the below 4 (auto filled) fields. Would like to know how to do this configuration as well. Thank you for any help you can offer.!

2
L
Do Gooder (Customer)
7 hours ago
eqbstal
Superhero (Partner)
eqbstalSuperhero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

WO Work Type missing - problems with financial transactions

For my customer I look to a solution for the following.A work order was entered and the work type was not entered. The work type is one of the aspects using in posting control. Error message in ‘Distribution and Manufacturing Posting Analysis’ is as follows: 'Value is missing or has an invalid time interval for posting type M50 control type C54 code part A in company x’. Historic WO has been reopened and WO has status Work Done. Transaction are sitting and waiting.Trying to update the work type gives the following: Generated customer order has status Invoiced/Closed.How to commence and change the work type in the WO?

0
eqbstal
Superhero (Partner)
7 hours ago
S
Do Gooder (Partner)
SuryaSenDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Using unicode characters in FSM Mobile

How can we display Unicode characters on FSM Mobile joblist? 

2
S
Do Gooder (Partner)
10 hours ago
S
Do Gooder (Customer)
Shamika_EluxDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to avoid crossing State/ Country Boundaries for a PSO Resource

We have a requirement where technician from one country should not be able to cross boundary and move to another country to work on a task near the border area of another country. We are not using Division or teams/ skills. Can we use Barrier functionality in PSO to achieve this? If yes how should we configure the barrier points? Any idea/ suggestion?

4
AdrianEgley
Hero (Customer)
1 day ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Travel Barriers

Hi,I have view and watched the video on the KB Article below.But I am still having issues trying to get some of the bridges to be blocked along the River Thames in London. For anyone UK Based who have an Operations Team who don’t like to send Field Service Technician North or South of the water, have you implemented anything? I’m looking at specifically from Dartford Crossing through to the bridges in Central London, so the DSE isn’t using them. I have in the past queried barriers and believe some have been successfully implemented. I was instructed to use the Blockages section too, shown below.   Which then results in the map looking like;Note the red marker on the point I want to block, and also the tail of the barrier going out to sea. Again I was instructed in the past to do this.  Getting into central London that is a little bit more complicated, however it’s more steps than what is shown on the video. I wish the barriers were that simple. I have tried that, but we’re still seeing

0
AdrianEgley
Hero (Customer)
1 day ago
J
Do Gooder (Employee)
JasperDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6 Contract Selection screen is blank in web client?

My FSM6 contract selection screen is blank in the web client. It works just fine in the Smart Client. I have Update 21 installed since last Friday, but I noticed this defect just today.The issue shows consistently on the request, rma, request line, request unit and repair center screen. My workaround is to create the rma in the smart client first and continue in the web client for my presentation. All entitlements are applied correctly.Any recommendations how to fix this issue?Please advise.

3
J
Do Gooder (Employee)
1 day ago
J
Sidekick (Customer)
jdrexSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How can you Close Work Order not just conclude work in Retrospective Reporting?

How can you Close  Work Order not just conclude work in Retrospective Reporting? thanks,j

8
Thommy
Hero (Employee)
1 day ago
T
Sidekick (Partner)
Timmermans RoelSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile Work Order versus Cloud application

Dear All, I’ve noticed that the standard IFS Cloud has a lobby called ‘Service Technician’ that seems to be using similar functionality as the Mobile Work Order application. When you click on ongoing Work Orders you get the possibilities to start travel, start work, complete work and do a report in. But I am still missing some things like: issueing parts, a service report BEFORE customer signature (so my customer can read what I’ve done - similar to the MWO). Is this functionality present in the IFS Cloud application, if yes, where can I found it? Or is it still under development or how is this moving forward? Best RegardsRoel Timmermans

2
T
Sidekick (Partner)
1 day ago
H
Do Gooder (Customer)
HDZRISHABHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to create Address ID

While scheduling resource we need to make Scheduling Resource Type but when try to create , field like address ID we do not find anywhere to fill . Attached is the screenshot .  In which module we can find address ID end and start.

2
A
Superhero (Employee)
1 day ago
T
Do Gooder (Customer)
TDCMANIRULDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Use of Additional attribute in FSM 6.9

We want to use the newly introduced additional attribute feature for sending some additional attribute to PSO. While creating the addition attribute, I could see I have to choose PSO Table name and FSM Table name along with some other fields. If I choose “Activity” in PSO Table Name I am allowed to choose only “Task” or “Request” as FSM Table. We have an extension table called “TDC_TASK_EXT” of Task table in FSM. While trying to choose the table “TDC_TASK_EXT” as FSM Table, I am getting some error. Please find the attachment for more detailsCan anyone knows what I am doing wrong here?

5
Lee Pinchbeck
Ultimate Hero (Employee)
1 day ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Additional attributes and formatting datatype

Hi!When using the “Additional Attributes” in FSM6, there is currently a limitation in regards to the data-type being sent to PSO.As of now it is possible to send columns from the tables which has a datatype of DateTime, but this is not sent to PSO (which does not “understand” the datatype DateTime) and datatype field is omitted when the xml towards PSO is created.Is there a way to override this, other than changing it in metadata (which also would make this an issue when viewing the field on a screen/changing it/performing logic(BR/Scripts etc))?Baseline datetime field request_dttm is sent as marked up in the image, baseline : Since there are datatypes selectable on fields in FSM, would it not be beneficial to also be able to choose the datatype to be sent to PSO when creating an Additional Attribute?At least have it default to “STRING” when parsing the xml… 

1
tomgreenwood
Superhero (Employee)
1 day ago
S
Do Gooder (Partner)
Subhagato RoyDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Engineer relocation in FSM

How can we achieve engineer relocation in FSM, that means an engineer who is tagged to base location A relocates to a new location B for a certain number of days. He will be assigned tasks for location B for that certain number of days and upon completion of that period he will again be assigned tasks for location A. How can we achieve this in FSM? Please help.

0
S
Do Gooder (Partner)
1 day ago
A
Do Gooder (Partner)
AWLFDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile: Part Used record of parts not present in Stock

Hello everyone, The client we are working for has the need to record what parts are installed or uninstalled and their serial numbers by their Field Engineers even if these are not originally in their Stock.Is it possible to do it through the Parts Used screen? The Miscellaneous Tab requires to indicate Place and Location.Thanks in advance, AWLF 

0
A
Do Gooder (Partner)
4 days ago
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Send SMS button in task screen disabled in web client

Hi All , I raised this question as per customer concern . As shown in Send SMS image this send SMS feature only enabled in Smart client and it is hidden using below FSM client script Send SMS client scriptSo can you please provide is  there any specific  reason behind this as I see this is not implemented for web client comment in description also can you able to suggest me any other solution to achieve this since customer needs alternative way . Thanks and Regards Shobana 

0
S
Sidekick (Employee)
4 days ago
B
Do Gooder (Customer)
BSiemundDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Create new Product Status in FSM6

Hi,we like to create an new product status in FSM 6. In the FSM Codes → PRODUCT_STATUS are two entries. Installed (Code Value 1) and Uninstalled (Code Value 2).We´ve created a global code for the PRODUCT_STATUS and changed the lookup in the product screen in the UI Designer. The new code was displayed as expected.BUT: If we try to save the new product-status we get the following error-message.“Column(s) Status To in table Product Tranlog have invalid values.”So i think there is a validation to the FSM Codes for PRODUCT_STATUS. Does anybody know were this validation is located?If i user one of the already existing codes, erverthing works fine.Maybe somebody can tell us where to find the validation or tell us how to set up an new product-status.Thanks  

0
B
Do Gooder (Customer)
4 days ago
A
Sidekick (Employee)
AbhinavcSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Google Map in FSM

Hi Can someone please clarify if the Google Map works for FSM Web Client Schedule Board and Address Screen. and Geocoding. The Reason is its not clear if the Google Maps are supported in the FSM Web Client . OR the customer will require to purchase the Bing map key as well. 

3
A
Do Gooder (Partner)
4 days ago
A
Do Gooder (Customer)
anushakhDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobilization checklist before dispatch

HiIs there any way in work task in service request management where technician can fill a checklist before he starts work that can be authorized by his manager? What is this sign off requirement?  

0
A
Do Gooder (Customer)
4 days ago

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