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

This will include questions related to FSM and PSO.

  • 2,555 Topics
  • 6,736 Replies

2555 Topics

T
Do Gooder (Employee)
tdislkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

The response time for server_info_time is high when executing Perform_health_check.

Hello everyone,Following the execution of the <Perform_health_check> operation within FSM, we've observed that the value for <server_info_time> stands at approximately 447. This value appears to be notably higher when compared to similar environments. Has anyone encountered a similar situation and do you have any suggestions on how to optimize or reduce this time value?

2
D
Hero (Employee)
2 months ago
H
Sidekick (Customer)
Heraghty123Sidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Change master rota / rota selector

Can someone advise me how to modify which master rota is selected in PSO please? We have a mismatch in our non prod environment where the prod rota is the default one shown in the selector.Thanks

1
Alexander Heinze
Superhero (Employee)
7 months ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Need to find solution for seeing past days on Gantt

Hi Team, Is there any possibility to view previous day Gantt in PSO, basically after Schedule job all the previous days task will be cleaned up, but we need to see the previous day Gantt. Regards,Shiyaz

5
E
Sidekick (Customer)
7 months ago
S
Do Gooder (Partner)
StathisMDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to Remove buttons from user button in WebClient

Hi experts,I would like to ask you how i can remove the buttons which is inside the user options in Web Client like in below screenshot. 

1
Shneor Cheshin
Superhero (Employee)
7 months ago
J
Do Gooder (Customer)
JGContractorDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Perform a search for multiple Task IDs

Hi, I couldn’t find anything related in any of the questions that have already been added in the community forum so I thought I’d ask the question.Not sure exactly what the purpose of this is as it was asked by one of our users. Is it possible to search for multiple task IDs in one search, i.e., typing in Task ID 1, Task ID 2 and Task ID 3 so they all get displayed at the same time in the list of search results? I’m thinking this was asked because one of our users would like to do 1 search for these tasks Ids and just be able to go back to the search results to view the next task rather than performing multiple searches for each task ID.Would be happy to explain further if this question doesn’t make sense. Cheers!

5
M
Do Gooder (Employee)
7 months ago
S
Sidekick (Partner)
ShamikDattaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Peculiar issue in PSO Workbench

Hi Team,I am facing below issue in PSO,the current time (red vertical line) is coming after the blue vertical line which should be the opposite. Please can anyone help me with this.  

10
S
Superhero (Employee)
7 months ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to use the local android file system to attach files to a task

Unable to locate any files within the android file system to attach files to a task, FSM 6u24 Android 13

10
roklde
Superhero (Employee)
6 months ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Saving Android Attachments - Android 13 - FSM 6U24

During the upgrade testing for android 6u24, we have found that android by default is blocking permission when saving attachments to storage.  Additionally, taking photos outside of the application - the directory is unable to be opened to locate the attachmentments. Are there any permission changes or configuration changes to allow this to happen? 

2
S
Sidekick (Customer)
7 months ago
I
Sidekick (Partner)
Iulia PetrinSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Cannot see Dataset in PSO

Hello,I defined and activated a Dataset in Cloud, which I am able to see for example in Planning in PSO, but is however unavailable in Scheduling. The dataset is connected to the site.In Events, I also receive some warning messages: Operation PostData failed. Result code: Unauthorized Do you know what should I do in this case, in order to see the dataset in Scheduling?Thank you very much.

1
Alexander Heinze
Superhero (Employee)
7 months ago
S
Sidekick (Partner)
ShamikDattaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Unallocated tasks in pso not present in fsm dse_schedule_exception_data table

Hi Team, There are several tasks in pso which are unallocated but it is not visible in dse_schedule_exception_data table in fsm.Please can you help me with this.

6
S
Superhero (Employee)
7 months ago
Jacques Cormier
Hero (Employee)
Jacques CormierHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to purge old tasks in IFS Cloud

My customer gets all it new requests from SAP integration in 23R1.  The requests is created the same as would be done manually with these steps:New Request - identify customer, location, problem, Service Catalog, and severity. Request Details - select View and Release which creates the tasks that will be assigned manually or by PSO. MWO - technician accepts, travels to, starts work, and completes the task. Integration sends the completed tasks, documents, and survey responses to SAP.The tasks in IFS Cloud are only useful for a short period of time, lets say 30 days, and they accumulate quickly, affecting query performance.    They want to know how to purge those tasks and if we have a way to do this.  I could not find a ready made projection or product that addresses this issue.  Can you provide me with some help on this topic?

1
Jacques Cormier
Hero (Employee)
7 months ago
S
Sidekick (Partner)
SowmiyaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO 11

Hi,I have configured distance penalty under travel cost model.How DSE will take this travel cost model and its distance penalty and how it will allocate Tasks to resource? 

1
Alexander Heinze
Superhero (Employee)
7 months ago
G
Sidekick (Partner)
gtzortzidSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM WebClient - Datetime Selection

Hello experts, we currently noticed that from webclient, after selecting datetime for a datetime field (calendar widjet), the result shown in the UI is -3 hours (Current offset with UTC). The expected behavior is for the Selection / display in UI to be in UTC+3, and to be saved in the DB as UTC.  FSM Version 6, update 25.

1
Shneor Cheshin
Superhero (Employee)
7 months ago
L
Sidekick (Customer)
lisa.gilesABSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Same Screen - 2 Views depending on where opened

We have some Customizations on our Prepare Work Order Screen, such as amended tabs, amended field layouts.When opening Prepare Work Order via the navigator we get the expected layout / view. When opening Prepare Work Order via a Custom RMB from Cases we get the standard layout / view.What do I need to do so the Custom RMB opens the same View / Layout seen via the Navigator?Thanks, 

1
M
Do Gooder (Employee)
7 months ago
M
Do Gooder (Customer)
MKNDANIELDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM UI Primary Table Constraint Variables

Hello, Looking to build a screen that shows only records that a in the same “phy_svc_grp_b” as the individual viewing the screen.  [FSM6u24] Looking at the screen below I do not see that as an option.  How are these variables controlled?  Is it possible to add Variables to this list? 

2
SAMLK
Hero (Partner)
7 months ago
V
Do Gooder (Partner)
vineethDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM - How to convert Dev(Cloud) environment to baseline environment

Hi All, We want to take a backup of our Dev environment and then transform our Dev environment to a baseline environment to perform some training, once the training is completed we want to restore the Dev environment to current state using the database back which we have taken. May i know the process to transform our development environment into a baseline environment ?

4
V
Do Gooder (Partner)
7 months ago
Jacques Cormier
Hero (Employee)
Jacques CormierHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Split allowed not working in PSO

I have a customer in 23R1 who have all their data for Requests and Resources coming from SAP into IFS Cloud.  All activity types are set to Yes for SPLIT_ALLOWED.  We found out that some activities with long durations never get scheduled in PSO and a technical resource on our team diagnosed the issue as a missing value for SPLIT_ALLOWED in the RES_SHIFT_ATTRIBUTE_TAB.attribute_id = ‘SPLIT_ALLOWED’.  In Resource Attribute Manager, this is a system default attribute, but I don’t see how we can have a value of Yes to populate in PSO Data Load.

5
Jacques Cormier
Hero (Employee)
7 months ago
I
Sidekick (Customer)
IGMIGMIMXMDSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Date format in FSM

Is it possible to change the date format to not include time? For example we are trying to change the “Planned Start Date” for a task so that it only requires a data not a date and time.

2
I
Sidekick (Customer)
7 months ago
M
Sidekick (Partner)
mtocaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Manually creating a Scheduling Type for Work Task

Hi all,Is there a way to create or manipulate a Scheduling Type (SLA) for a Work Task? I know that the default Scheduling Type comes from what is configured in the Scheduling Type, Scheduling Activity Type screens and set in the Scheduling Dataset. We’re looking for a way to somehow either override the existing Work Task Scheduling Type or create a new one and be able to set a Start and End date for it -- all this without having to use Contracts. Thanks!

6
M
Sidekick (Partner)
7 months ago
A
Do Gooder (Partner)
ajayifsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Remove Filter Options in List view panel

We have an requirement , where in we are supposed to add a Custom button which calls the Client Scripts to perform specific action. To achieve this we have used the List Item  Panel where in We add an object such as Attachment or parts used and hide all button such as Add , Delete including the  Object’s list views. But we see that there is the Filter option still shown and we couldn’t find a means to hide  it . [1] Kindly revert if we can hide this options along with others.(OR) [2] Another way to add a custom button within the tab.   

5
A
Do Gooder (Partner)
7 months ago
N
Do Gooder (Customer)
niteshDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Ad Hoc report.

I made an ad hoc report, but some of the columns have multiple values like skills, roles, etc. After downloading the report I am getting only a single value in the Excel report

0
N
Do Gooder (Customer)
7 months ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM--Resource monitoring gantt date issue

FSM-I created a task & assigned to FSE from start date 26 Sep. He started the task on 25 Sep & now allocated start date visible on resource monitoring is 25 Sep. When I allocated the task, I used adjust to schedule feature that applied a calendar on resource & considered 12 hrs per day, so end date was 20 Oct but when he started the task, end date visible on res monitoring screen is 7 Oct which does not give correct picture as the person will work on it till 19/20 oct.  

0
A
Sidekick (Customer)
7 months ago
C
Sidekick (Employee)
ChingLSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM:Is it possible to configure a custom field in a custom screen without utilizing the "is unique" checkbox, business rules (BR), or client scripts?

Hello, I have two custom tables in a custom screen (Preferred Technician) that I will use for recording clients' technician preferences.Custom Table A – ParentCustom Table B – Child A custom global code table – Technician Ranking (1-5)Scenario:In the custom screen (Preferred Technician), In the header (Table A will be used here), I have, for example, the "Set#", "Product Family", and "Client ID" fields. I can select the product family and client ID, then click SAVE, and a Preferred Technician Set will be created.I will then go to the Preferred TECH to add the preferred Technician for this Set#. All the preferred Tech lines will be saved in Table B. Each Set# can have max five preferred technicians, and these technicians should be ranked.The same technician cannot be reused within the same Set#, nor can the ranking number be reused. Therefore, I cannot set the Ranking field to "is unique" in Table B, as it would prevent reuse of the same ranking number in other sets. I have tried the "i

4
WilsonX
Do Gooder (Employee)
3 months ago
M
Do Gooder (Partner)
MatrgDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error when new invoice preview from work order in cloud

When concluding the work order we are getting the following error  Any ideas on what this could be?

4
M
Do Gooder (Partner)
7 months ago
Jacques Cormier
Hero (Employee)
Jacques CormierHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to enable parameters in PSO modeling Dataset

In 23R1, I see that the Dataset screen has a tab at the bottom for parameters, but it is not enabled to add rows in the customer’s environments.  How is the entry of new rows enabled?  The customer wants to enable url links to IFS Cloud pages directly from the scheduling workbench, and I’ve told that this is where it can be done.  Is there documentation about this feature?  

2
Jacques Cormier
Hero (Employee)
7 months ago

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