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

2882 Topics

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

IFS Cloud - Scheduling demystified (24R2)

Scheduling Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. Newcomers will find many new conceptual explanations and How-To’s.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.232 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment Resource Management Integration APIs Appointment Booking Integration API Troubleshooting Don’t f

680

20 hours ago

CKOppBoxHero (Partner)

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

FSM: Billing Generation: Removing option for "Include Contracts"

Hi Team,We are looking for an option to disable the “Include Contracts” option in the Billing Generation Screen. Is there any option for achieving the same.

1091

2 months ago

aishwaryaSidekick (Partner)

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

Getting Error while uploading attachment in mobile application

Hi Team,I’m using the Attachment functionality in mobile to capture attachments for ESCALATION table.From the mobile screen by using the Attachment icon of (user_def13 field inside escalation table).After uploading an attachment and while saving the record , the data inserted in to user_def13 field as a negative integer value such as -1, -2, etc., in the DB instead of the filepath.To solve this issue, we followed the below steps:1-We created a table called "c_escalation_attachment."2-In that, we added columns attachment ID, escalation ID, and c_user_def1.Then, we mapped the relationship, one with the escalation table and one with the attachment table.Then, in the default definition, we mapped c_user_def1 with the attachment_name of attachment table.After that, we also mapped the c_escalation_attachment table in the escalation table.Then, in the mobile version, we added the same c_user_def1 as the attachment field and tried to insert the data again.After filling in the data and submi

44 minutes ago

preethi.a05Do Gooder (Partner)

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

FSM Top Records

Hi,Do we have any way to show top/bottom records and set max rows through UI configuration for a child tab in FSM?

2 hours ago

RTTATOVARDo Gooder (Customer)

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

FSM gotoscreen lossing current reference

Can anyone help me to understand why am I loosing the reference from the lastscreen controlkey ? I’m not sure which one I should use: getcurrentkey or getcontrolvalue. For me is not clear. Anyhow it is not fetching the selected Attribute from the list. Any ideas ?

14 hours ago

Alexander HeinzeSuperhero (Employee)

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

Service Management in IFS Cloud (24R2) - The Service Demystified Trilogy

The Service Management Demystified Trilogy has been updated to 24R2. This is your one-stop shop for:Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders MWO Service (with 90+% of the content applying to MWO Maintenance, too)If you find these documents helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

2012

14 hours ago

Alexander HeinzeSuperhero (Employee)

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

IFS Cloud - Next-Generation Service Management demystified (24R2)

NGSM Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. IFS Cloud newcomers will also find explanations of some common platform capabilities.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.208 pages cover:Introduction to Next-Generation Service Management (NGSM) Request Management Bundle Tasks Request Contracts Warranties Service Organizations, Access Groups, and Resources SLA Management Activity Types Scheduling Activity Types Service Catalog and Standard Tasks Recurring Services Location data Availability Patterns Skills Miscellaneous Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management Request Management Integration APIs Resource Management Integration APIs Appointment Booking Integration API Time Zone Management in

832

14 hours ago

B LavanyaDo Gooder (Customer)

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

Jobs are getting unallocated in PSO

Hi,In a scenario where PSO is offering a slot initially and after job is allocated to a resource, for some reason after some time PSO is unallocating the job. Please help me to understand if PSO is unallocating the job later why it would offer a slot at first go and what might be the reason to make the job unallocated at later stage Thanks in advance,Lavanya Bandaru

224

19 hours ago

Alexander HeinzeSuperhero (Employee)

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

Service Management in IFS Cloud (24R1) - The Service Demystified Trilogy

If you want to learn more about Service Management in IFS Cloud including all the new capabilities in 24R1, then this is your one-stop shop. I have updated the Demystified Trilogy to 24R1 and posted the files here:IFS Cloud - Scheduling demystified (24R1) | IFS CommunityIFS Cloud - Next-Generation Service Management demystified (24R1) | IFS CommunityIFS Cloud - MWO Service demystified (24R1) | IFS Community

10502

20 hours ago

Alexander HeinzeSuperhero (Employee)

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

IFS Cloud - Next-Generation Service Management demystified (24R1)

NGSM Demystified has been updated to 24R1.If you find this document helpful, please consider leaving a 👍 LIKE.164 pages cover:Introduction to Next-Generation Service Management (NGSM) Request Management Bundle Tasks Request Contracts Warranties Service Organizations, Access Groups, and Resources SLA Management Activity Types Scheduling Activity Types Service Catalog and Standard Tasks Recurring Services Location data Availability Patterns Skills MRA - Misc. Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management General IFS Cloud CapabilitiesDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - Scheduling demystified (24R1) and IFS Cloud - MWO Service demystified (24R1).

6452

20 hours ago

Alexander HeinzeSuperhero (Employee)

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

IFS Cloud - Scheduling demystified (24R1)

Scheduling Demystified has been updated to 24R1. It not only includes the updates that came with the latest release, but it was also restructured and enhanced with conceptual explanations.If you find this document helpful, please consider leaving a 👍 LIKE.198 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment TroubleshootingDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - NGSM demystified (24R1) and IFS Cloud - MWO Service demystified (24R1).

7261

20 hours ago

drooijSidekick (Customer)

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

FSM - Nearby Event (ETA)

Hi All,We see some tasks which has a Nearby event, I believe it's related to the ETA field. But I can't reproduce it. Anyone familiar on this one? Regards,

132

21 hours ago

Darshana HerathHero (Former Employee)

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

PSO Standard Installation (6.14.0.27)

Hi All,Issue: “http://localhost/IFSPSOWorkbench” keeps loading.Created a separate user Created separate databases for each service Installed PSO using the installer (Windows Server 2022, SQL Server, Chrome)Has anyone experienced this issue?Thank you in advance.Cheers,

184

22 hours ago

Timmermans RoelHero (Partner)

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

Automated Time Types based on Calendar

Hi All, Could someone share the process to set-up automated Time Type selection based on Calendar?I’m trying some things but I can’t seem to figure it out.The idea is to be able to set ‘Standard Time’ and ‘Overtime’ Automatically based on the Time Repôrted on a Work Task. Best RegardsRoel

1 day ago

VikrantDo Gooder (Partner)

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

Service visit report comes in Landscape instead of portrait

Hi Team, We are currently using FSM Update 25 and we have noticed that the service visit history report comes in Landscape format instead of portrait can anyone confirm if this is FSM new feature. Thanks,Vikrant Singh.

22610

2 days ago

IGMIGMIMXMDSidekick (Customer)

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

FSM Lobby element designer, navigation search criteria

I am trying to add search criteria to the navigation section in a lobby, and am trying to add ‘or’ statments to the value field but it doenst work. Any ideas what I am doing wrong?

252

2 days ago

Timmermans RoelHero (Partner)

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

Service Contract ID not visible for WO

Hi All, I am generating Wo’s from my Service Contract through PM actions. But I noticed that trhe field ‘Contract Id’, ‘Line No’ and ‘Customer No’ are not defined when creating the WO from that Service Contract. That strikes me as odd since that info is easily obtained. Adding the info after creatin is also not possible - IFS will give an error that the Contract ID cannot be edited for WO generated from PM actions. So somewhere in the background, IFS knows the WO was generated from a PM Action/Service Contract ID - but it does not provide the info. Is this a bug of an inconsistency from the application? It seems very strange and I can’t think of any good reason why this info should be missing. Best RegardsRoel Background info:Create Contract ID ‘3’Create PM plan for preventive maintenance for contract ID and generate WO ‘12’ from PM plan Check WO 12 - notice that Customer No, Contract ID and Line No are empty

303

2 days ago

lgiesslerSidekick (Customer)

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

FSM Attachement total storage

Hello Community,I created this topic because I couldn't find what I was looking for in the community. If there is already a post that deals with this topic, please let me know, otherwise here is my explanation:I would like to know how I can access the attachments that are attached in FSM. More specifically, I would be interested in the following questions:Where can i access the attachement storage? Is there a software besides the Smart Client for this? Where can I check, what the total memory size of my attachments is? Is it possible to retrieve this information about the data in FSM without any other programs (apart from the Smart Client or a query via SQL)? Is it possible to adjust the storage capacity (within the sizing specified in the contract) independently?Perhaps one of you has an answer to one or other of my questions.Best regardsLars

192

2 days ago

drooijSidekick (Customer)

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

FSM Mobile - decimal cut off

Hi all,When I fetch a Part (in mobile), it will be cut off if there are more then 8 numbers after the . (dot). The field is a String, adjusting the metadata hasn't been succesfull so far. However the value is correct in a Alert, but when pushing the data via a savadatatransaction the value is cut off again..See screenshot.

110

2 days ago

Miruna MSidekick (Partner)

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

Cannot Cancel WT when clocking exists - error

Hi everyone,I have an issue. I am trying to reject a request work task from IFS Cloud (Apps for page designer) but I receive this error.If I want to cancel it from MWO it works but I want to access the page from the Cloud (to make some changes) and in the Cloud I can't get rid of this error.There is no work task clocking transaction:Do you have an idea how could I fix this? I am using 24R1 release.Thank you in advance!Kind Regards,Miruna

131

2 days ago

FluffyDo Gooder (Partner)

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

Navigating to a survey

Hi all.I need to be able to navigate to a survey using the client script. The goToScreen() function does not seem to allow this and gives a null reference error. Here is the line I am using: goToScreen("DebriefSurvey5");The idea is to press a button to go to an individual survey.Another instance I need to do this is when I want to sometimes not show a mandatory survey that is followed by another survey. I need to be able to navigate to a survey screen in this case.

582

5 days ago

SDNSidekick (Partner)

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

Travel With: capabilities and PSO/IFS Cloud use

Hello,From my understanding, the "travel with" feature in PSO standalone allows for resources that travel together to be managed as a single unit, ensuring they are always at the same location. This is particularly useful when individuals share a vehicle.Is there a way to utilize this same feature in IFS Cloud/PSO? I need to provide PSO with information indicating that certain personnel will be traveling together in the same vehicle to a specific location to perform tasks.Thank you.

6 days ago

CKUMADo Gooder (Partner)

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

Not connecting to server when Configuring PSO

Hi!! I’m trying to configure PSO for an environment. when i finish the configuration wizard the below exception comes. Anybody had this before and any idea how i can resolve this? Thanks a lot!BR,K

304

6 days ago

NEJANOSidekick (Employee)

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

MWO Users connected to more than 1 LTU

One of the customers intend to use HR Time Reporting on MWO using the mobile integrations to connect to IFS Cloud time reporting pages. Of course, adding projections from IFS cloud time reporting will consider it a full license and not a MWO LTU user, however the customer also has a Time and Attendance Reporting Light License. If a user is connected to a MWO LTU and a T&A LTU, does this consider it as a full license, two license usages or a single license usage? Thank you

171

6 days ago

prosenjit9Do Gooder (Partner)

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

Upgrade FSM mobile SDK

Hello all, I am new to FSM mobile, specifically for iOS platform. Can anybody help me to upgrade U28 to U30 version on iOS mobile. Any step by step documentation will be very helpful. I am totally new to this but I have experience in iOS development. Thank you.

468

6 days ago

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

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