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

Hi,We are going from 23R2 to 24R2, and have a customisation in RESOURCE_SHIFT_PLAN_UTIL_API, specifically in the procedure Get_Resources_By_Dataset___ which appears to have been removed in later releases. Is anyone able to shed some light on the transition path for this and what it has been replaced with? Any help would be much appreciated!Thanks

Hi I have a potential customer within renovation and waste. They are requesting a demo of IFS possibilities  within route planning. I am planning on showing all the great functionality within IFS and PSO. But they have some specific requirements in regards to the route optimization, which I do not think PSO can handle. Do any of you have any experience with these sort of customers and if so, what kind of systems do they use for their route planning? These are examples of their input:Predict when the car is full and needs to visit the unloading place Specific zones within the city where we can not drive or are not allowed in a specific time interval Consider stop signs etc. within the city in the route planning Get a full route navigation considering all jobs that day. 

Hi,When testing the connection in IFS Cloud (24R2) to PSO (24R2), it keeps failing. Upon initial configuration, the following error appeared.  “Failed to connect to IFS Optimization server account Default. Error message was: 403 - Forbidden. The user IFSSCHEDULING and the parameters OpenIdAuthority, OpenIdClientId, UserNameClaim may need to be set up manually. Do you want to continue?” I’ve reviewed other community posts that had similar errors and they were able to resolve it by whitelising the IP addresses.  I’ve checked with the customer and they said that the environments are running on the same server and able to ping each other successfully.  Are there any other issues during setup that can cause this error? In PSO, the parameters are blank.  

I have a customer who is getting the below message and their non prod environment is unusable. Would they need to reach out to MS as this is a Microsoft exception? Category: Microsoft.AspNetCore.Antiforgery.DefaultAntiforgeryEventId: 7SpanId: 0309bd647ee93dbbTraceId: 4cefed6e1e4819386f968508f75281dcParentId: 0000000000000000RequestId: 8000006e-0001-c000-b63f-84710c7967bbRequestPath: /FSMCRP/WebClient/ActionId: 409bced6-9d2e-4714-9d82-c18a59db81bcActionName: FSM.WebClient.Server.Controllers.HomeController.Index (FSM.WebClient)An exception was thrown while deserializing the token.Exception: Microsoft.AspNetCore.Antiforgery.AntiforgeryValidationException: The antiforgery token could not be decrypted. ---> System.Security.Cryptography.CryptographicException: The key {accf16bb-cd1f-4afc-ad53-f12920cef1ca} was not found in the key ring. For more information go to http://aka.ms/dataprotectionwarning   at Microsoft.AspNetCore.DataProtection.KeyManagement.KeyRingBasedDataProtector.UnprotectC

In Cloud I can define a Calendar with Exceptions for public Holidays. This can be used to define that a Customer does not get service on a public Holiday.But when I am using Shift Patterns to define resource working time, is there a way to define public holidays?Even when there is a Calendar defined for the resource as well as the Shift Pattern, the calendar and Calendar exceptions do not appear to have any impact on the Resource Availability generated from the Shift Patterns for the Resource.Note: this is using Shift Patters not HCM based shifts

What is use of Request and Adjust Travel plan and how it worksI found this details in the IFS help but it did not elaborate the action it will perform incase of multiple activities with same  Start time Manual Travel PlanExplanationWhen the automatic scheduling is not supported, this feature will become handy for the dispatcher to determine the travel duration comes along with each allocation calculated based on the location of each allocation and shift start and end location of each resources for the day. In the Dispatch Console Gantt, upon a selection of any allocation Travel Plan command will be available on top of the gantt, which is grouped by following 3 commands.Dotted lines around the activity will help to identify if there is any overlap among the tasks. Tooltip and card will also be available on Travel bar to visualize the start and end time of the travel along with its duration.Request Travel PlanThis will request the travel plan for the particular activity. Once received th

I am needing help identifying which permission controls the lasso (Select Order Group) function on the Map.  

Hi,I am aiming to show message in alert box like this:  I have tried to use code like this: var resultTasks = getDBValues('C_GET_OPEN_PROD_PM_SCHED_TASK', [productId, productPmId]); if (size(resultTasks)>0) { // NR > 0 -- message to close/cancel the open task message = message + getMessage('cPleaseCloseTask' , 'Information'); message = message + "\n"; message = message + getMessage('cBeforeChangeVCF', 'Information'); message = message + "\n" + "\n"; message = message + getMessage('RequestId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskStatus' , 'Label'); message = message + "\n"; for (i = 0; i<size(resultTasks); ++i) { var resultTask = resultTasks[i]; line = line + resultTask.request_id; line = line + "\t"; line = line + resultTask.task_id; line = line + "\t"; line = line + resultTask.task_status;

Hi everyone, We’re encountering a persistent issue with how Private Activities (PAs) are handled in PSO, and we’d appreciate any insights or suggestions.Use Case:Like most, we use Private Activities to indicate when a technician is unavailable. Up until the day of the appointment, everything looks fine—tasks are scheduled around the PA within their respective SLA windows.The Problem:On the day of service, when PSO assigns work early in the morning, it appears to ignore the SLA windows. Instead, it schedules all tasks to begin after the Private Activity ends, leaving the earlier part of the day empty—even if the tasks were originally meant to occur before the PA.I believe we see the same issue with fixed assignments as well under certain scenarios. Example Scenario:A technician has jobs from 8:00 AM to 1:00 PM (let say 4 one hour tasks), and a PA from 2:00 PM to 4:00 PM with his work day ending at 5pm Instead of correctly scheduling the tasks before 2:00 PM, PSO stacks them all after 4:

Hi Community,I'm currently configuring workflows in the Technician Portal and have noticed that the Service filter in the Workflow Configuration doesn't seem to be applied. Even when I set the filter to apply to specific services, the workflow is  triggered  for all the servicesIs this expected behavior, or am I missing something in the configuration?Would appreciate any insights or guidance on how the Service filter is supposed to work in this context.Thanks in advance!

Hi, Does anyone know why we connect a report code when creating an invoicing plan from project Milestone? Report codes are usually Time, Cost and Material. Using invoicing plan we are recognizing revenue. So how these two connected? Thanks in advance.Uththara

Hi,I am aiming to show message in alert box like this:  I have tried to use code like this: var resultTasks = getDBValues('C_GET_OPEN_PROD_PM_SCHED_TASK', [productId, productPmId]); if (size(resultTasks)>0) { // NR > 0 -- message to close/cancel the open task message = message + getMessage('cPleaseCloseTask' , 'Information'); message = message + "\n"; message = message + getMessage('cBeforeChangeVCF', 'Information'); message = message + "\n" + "\n"; message = message + getMessage('RequestId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskId' , 'Label'); message = message + "\t" ; message = message + getMessage('TaskStatus' , 'Label'); message = message + "\n"; for (i = 0; i<size(resultTasks); ++i) { var resultTask = resultTasks[i]; line = line + resultTask.request_id; line = line + "\t"; line = line + resultTask.task_id; line = line + "\t"; line = line + resultTask.task_status;

Hi,  I have created a Request on the back of a Request Contract. The SLA I defined on the Contract Line appears on my Task SLA (see bottom of screenshot).  However, in the Header of my Request, I can see that there’s a field called “SLA Commitments”, this doesn’t seem to be populated with my Task Level SLA but (assumption) requires a Scope SLA to be defined? Is there anyway to have this field pre-populate, same as the Task SLA (or better still based on the Task SLA not the Scope SLA Commitment)?   

Hi,Do we have any possibility to make an xml map inactive. Which field should be unchecked to make it inactive.

In PSO, there are resources that were created a couple of years ago and given shifts but haven’t been scheduled in the rota for at least a year. Those resources are kept in PSO in case they get assigned to new areas. Unfortunately it appears that when Background Rota Generation is utilized, these non-current resources are appearing again in the Scheduling Gantt. We’ve made sure they are not in any current rota, and do not have any associated shifts. We’ve also removed their Division data. This hasn’t stopped PSO from now generating shifts for them during the background rota generation. What can be done (other than deleting the resources) to stop PSO from creating shifts for those resources and showing those resources in the scheduling gantt? Is there some way to permanently clear their long-ago shift information so PSO will stop including them in background shift generation, as well as including them in divisions that do not apply anymore? We can see the hierarchy in PSO documentation

Hi Do we have any table or view linked with the public filter in PSO. If yes, how can we check that in scheduling GANTT.  

Hi, my client would like an exception to be generated if a task is not scheduled due to a lack of skills. For example, we are looking for a level 3 plumber, but there are none available, so the task is not scheduled. Is it possible to generate an exception ( i don’t find it) or create a custom one to make this information clearly visible?

We need to set a flag on task based on the ARRIVED status if that is within the customer’s geofencing area.However, in theory it should work using basic setup, while it is not working practically.Any pointers please?

We are running into an issue where we invoiced a service contract, credited the service contract and now want to change pricing.  Cloud is not allowing us to change anything.  We tried delete, price change, reval, etc. Any suggestions?

Hi,Using FSM6U13, PSO 6.7.0.30We are currently having some issues understanding the schedule status in FSM. On the task, as my understanding, the scheduling status should be changed based on the status in PSO. However, we are currently experiencing a lot of the tasks that are open have no scheduling status in the task table. Is there any smart way to troubleshoot this particular issue?

What customer facing portals are available for customers to log in and view open requests. etc? I'm specifically looking at a portal that is for Service Maintenance in IFS Cloud 25R2 and above.  I know one exists for Service and Maintenance for use on work orders, but I'm unsure on the Service Management and Request side of things. 

Hi All,I want to automatically copy or clone image attachments from a Place to its associated Task. For example, if an image is attached to the Place (in the Attachment tab), I want that image to be included in the Task (in the attchment tab) whenever a new Task is created in the Place’s Service History.It would be great if you help me with this issue.Best Regards,Akshay. 

We added this sample picture to a place General Details.  We need to display this picture on the DebriefOverview from mobile screen.  Image_id field added as attachment: Any idea to display this image?

Hello, I’m currently using the 25r1 ifs demo env. with PSO but I have the following issue: Example 1.I made a shift template with a Break from 12:00 till 13:00 > generated Schedule and capacity.I can see breaks Exist = Yes from 12:00 till 13:00, after that I did a full load of the scheduling dataset but I keep having the problem that PSO is showing that the break is from 11:00 till 12:00.Example 2.If i for example set the break time in the shift pattern template from 09:00 till 13:00 it shows in PSO 08:00 till 12:00I’m a bit lost in why or where this 11:00 / 12:00 data is comming from atm and hoping someone can tell me what im missing. 😓 Example 1.Example 2. Break from 09:00 till 13:00  

I’m new to IFM FSM, can I get a quick guide for installating a test FSM application in windows server. Starting from code and other details from where I can get?