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

I am new to FSM and currently enrolled in the IFS Academy. What advice and resources would help me learn the product faster and better service my future clients? There is a lot of information to digest, and not all of it can be covered by the course.

I am new to FSM, when we have a Person, we can define Places connected to this person. In Place record, we can also connect persons to it. Why we need to define it in two places? What are the difference between those two connections?

In the IFS FSM Foundation training class.    I created 3 new places. When I go to My Customer screen, why are only 2 places are displaying?        

RUnning FSM 5.7 (UPD 7) Looking for a way to track user interaction with the system. Within the User record we can see when they logged in and last logged out but we need more. They could be logged in but IDLE all day and not actually working. Any suggestions on how we could pull this data or track it?

I’m trying to write an expression in a business rule that checks the currently logged in user (User_log_in.person_id) against a team table.  However, the team table is not a “related table” to the one used in the rule.  Can an expression reference a table that the business rule/process is not related to?    

Hi  All, Is there any feature to create hotkeys to do custom action? Thanks, Shankar

When having an additional resource for a task (task screen > resource tab) how does that alerts the technician he has been added as an additional resource not a main responsible ? Since as it seems currently the task gets displayed to their devices in the to do list and not able to distinguish among main jobs and additional jobs? Also is there a way we could freeze the job for the additional resource until authorized to work on it?.

The business rule input validation   TASK.TASK_ID   EQUAL    some  table and column  in  VALUE_TABLE_NAME and VALUE_COLUMN_NAME field doesn’t work. I am expecting it would verify if the new task_id exists in the VALUE_COLUMN_NAME of VALUE_TABLE_NAME.  Is it wrong expectation?

When it tries to login to the FSM 5.7 Mobile, it shows an error message as “UserNotAuthforDev”. No body can login to Mobile client. it works. but suddenly face this issue

Customers cannot see the IOS executable in Mobile service as usual. How could they get it? does it related to VPP process?

Are we using IFS PSO in IFS FSM Solution for WO Scheduling.? 

We need to confirm that if, IFS FSM have been implemented for Oracle RODOD integration, we need to get experience/references, Also, any implementation  with Siebel CRM.    

When registering a new FSM MPM, even after configuring all the parameters in "Perform Definitions" correctly, MPM throwing the following error when invoking. "Metadata not found for YourMPMName Contact your system administrator for assistance."

What is the difference between the FSM Smart Client User and Portal Client user ? IS it possible for a user to perform all type of tasks in both the FSM Smart Client and portal client. For example , if a dispatcher user role is there , whether dispatcher user can schedule  the task in both FSM Smart Client and FSM Portal Client.    

Any idea what values the column internal_type in table attachment resides? Which is not a UI column. So far only noted the value SIGNATURE which comes for technician/customer signature attachments. Was not able to confirm the remaining values that may exist in the ATTACHMENT.ITERNAL_TYPE column (apart from signature). I could see an entity ATTACHMENT_INTERNAL_TYPE which resides under FSM codes, that has only SIGNATURE as a code value. Could this be it though the column names slightly differ, any thoughts please?

Thought of sharing the following upon some recent questions received from a project regarding task attachments. Could be helpful if anyone has the same doubts, also to please contribute to the discussion as there are still few doubts unconfirmed as mentioned in latter. The situation was that customer have had around seven attachments attached to a task with INTERNAL_TYPE = ‘SIGNATURE’ and there was a doubt why they could not see those seven attachments in the device and how the INTERNAL_TYPE gets fetched. And whether they can manually add attachments which has INTERNAL_TYPE = SIGNATURE. See inputs below, It is correct the customer signature attachments should not be visible in mobile for the technician. The reason is technician should not have the authority to edit/remove the customer signature. The customer/technician signatures will be stored in attachments having value as ‘SIGNATURE’ in INTERNAL_TYPE column in database (not visible in UI). This is not controlled in sync rules but fr

I am attempting to get the Mobile app to update the TASK.ACTUAL_TRAVEL_START_DTTM field with the current time when the task status is changed from Assigned to En-route via the mobile app. I can update the value via client scripting, however I cannot figure out how to trigger it ONLY when the task status changes from  Assigned to En-route. I had thought about updating via a business rule however I would not catch the exact time of when the status is changed on mobile, only when it is synced. Thanks in advance for advice!

Hi All,   In the FSM Mobile Application there are baseline CUSTOM fields, as well as the ability to create CUSTOM fields for any screen.   Some of the existing Custom fields are;  CUSTOM.FULL_NAME DebriefOverview Screen  CUSTOM.FORMATTED_TIME JobList Screen Displays a concatenated view of task.plan_start_dttm and task.plan_end_dttm CUSTOM.FULL_ADDRESS JobList Screen Displays a concatenated view of address, city, state, zip etc. There is the capability to add Custom Fields, which you then have the ability to configure limitedly.   My question;   It seems that all allowed configuration through designer is limited to the source and description, as present in the mm_field  table.       Nowhere in the mm_field table, or any other mm_field_** tables, can I figure out where the real source of these custom fields is defined.   Ref guide seems limited to the statement “If the field you want to add is not bound to a specific table and column, select Custom Field”   Where, if at all, in the da

Could it be, that Client Script Sql in FSM does not work yet? I can not get it up and running and there is no documentation for it.  

We have a question on Oracle version support for FSM 6. As, the mainstream support for the Oracle databases 12.1 was already ended in July 2018; and the extended support will be until Jun 2021. we currently use 12.1.0.2. Hence, we need to know by when IFS is planning to support the newer Oracle versions for FSM 6? As the latest available oracle versions are 12.2.0.2 (18c) and 12.2.0.3 (19c); and 19c is highly recommended by Oracle and due to longer support. Hence, would want to know when these will be compatible with FSM 6.

We have observed IFS Field Service using unsecure functions on android. The mobile application is using com.aviary.android.feather.common.utils.IOUtils.unzipEntry in an unsecure way. See https://support.google.com/faqs/answer/9294009 for specs on how to fix the issue. We are using FSM 5.7. update 6. Do you have any idea if this has been looked in already?

Hi, Can anyone please enlighten me with the difference among the below Cache Refreshing methodologies used in IFS FSM? Refresh Cache Refresh Integration Cache Refresh Cache (Full) As well as, if we do a Refresh Cache (Full) will it refresh all the active smart client's cache or just the smart client which triggers the function?

Is there a new functionality in FSM 6.1 where tasks updates in FSM which thow an error are propagated to the Mobile aplication ,We didn’t see this when we were using FSM 5.6 and is there any way to stop this in 6.1?

Hi All,How to limit the IIS Worker Process so that we do not get any slowness in FSM 

I need to import data into the the tables PLACE, PLACE_ADDRESS and ADDRESS from a single table in an excel file containing 1429 rows. I have set up an Import map for the task, and defined the appropriate fields in the map, aligning the relevant columns from the excel file and the columns for PLACE and ADDRESS, this works pretty well. Final step in the same map is to connect the PLACE and ADDRESS rows to the PLACE_ADDRESS table, definingPLACE_ADDRESS.PLACE_ID → Parent table/column PLACE.PLACE_ID PLACE_ADDRESS.ADDRESS_ID→ Parent table/column ADDRESS.PLACE_IDI have tried many different setups, but without success. Furthermore the import always fail with a message saying ‘Import results are incomplete as a timeout was encountered during import. details logged…..’ Log file is empty.Another “Alert” is displyed in the lower right corner of the screen: ‘Performing Import Batch 1 Succes count 0 Error Count 15000.’The error message does always NOT result in empty tables after import, but the pla