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

This will include questions related to FSM and PSO.

  • 2,544 Topics
  • 6,708 Replies

2544 Topics

GogBenbeH
Do Gooder
GogBenbeHDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Calendar Exceptions to FSM Calendar Exceptions

in FSM Update 11 Release Notes:The FSMPSO Integration has been enhanced to allow private activities (work calendar exceptions) to be imported to FSM from PSO. Users will now be able to maintain work calendar exceptions in either FSM or PSO and have full visibility of this data in both systems. This enhancement requires PSO 6 Update 7 or greater in addition to FSM 6 Update 11 However, we are not seeing this occur. Is there some additional setup required?

4
S
Do Gooder (Customer)
5 months ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 5.7 - Workflow

Hi, Looking for some advice.A few months ago we implemented workflows for raising Complaints / Rectifications.I got some assistance on it below. As much as this has been a success in that it’s a quicker process for the call handlers, we’re seeing issues allocating the correct reasons to the CSR. In the FSM screen we’re using Global Code Hierarchy so if I choose ‘Warranty Rectification’ I get the code related to that Category listed.  Unfortunately I have yet been able to replicate this in the workflow. So regardless of what Category of feedback I select, I am getting all the options available on the next stage. Is it possible to inherit Global Code Hierarchy into the Workflows? I have been able to simply add in a combobox and link to a global code table without issue. But I am wanting to go to the next stage and only show the user the options based on the first value selected. For example in this screen shot from the workflow, I wouldn’t expect to see anything in ‘Delay In Service’ be

4
AdrianEgley
Hero (Customer)
2 years ago
F
Do Gooder (Partner)
FluffyDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Client script wont trigger. Am I missing something?

I am trying to trigger a script when a the end date is changed on the contracts screen. I tested the script itself and it works fine, but I cant get it to trigger when I want it to. The field I need to update is a custom field called Months Remaining and is linked to contracts.user_def5. I linked the script to End Date. Here is the client script:var contractID = getControlValue('contract', 'contract_id');var contractLength = getDBValue('1', contractID);setControlValue('contract', 'user_def5', contractLength);alert("done"); And the sql script it calls:SELECT DATEDIFF(M,GETDATE(),CONTRACT.END_DT) FROM CONTRACT WHERE CONTRACT_ID = '{0}'Are there other ways of triggering this?

4
Saranga Amaraweera
Superhero
2 years ago
durgeshjaiswal
Do Gooder (Partner)
durgeshjaiswalDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How We can Practice of FSM Essentials Course?

For FSM, PSO or any others are required Software to practice all topics with in FSM, PSO. 

4
Kalana Surendra
Hero (Employee)
2 years ago
H
Do Gooder (Partner)
HannMatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Resource Duplicate

Good dayPlease see the above pictures for the resource duplication. During team setup, the team member’s Resource ID was changed. The user was not deleted in either FSM or PSO when the Resource ID was changed. Now the user shows up in PSO with both the old and the new Resource ID. Tasks does not get scheduled to the old Resource ID, but they both show in the Resource planner and the PSO Schedule board. Is there a way to prevent this duplication, or will it be a manual process of removing the old resource from the Team in FSM, as well as removing the old resource from PSO and the resource planner?  

4
H
Do Gooder (Partner)
2 years ago
M
Do Gooder (Employee)
MABLGB0Do Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Request - PlaceLookup - Create New place. Name not displayed.

Request Screen - new request Place Lookup Select New - Create new place save Return to request - new place id is displayed ISSUE = Place name is not displayed.How can I populate the name on return. Thanks.

4
Shneor Cheshin
Superhero (Employee)
2 years ago
Kasun Manuranga
Superhero (Employee)
Kasun ManurangaSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Exception in FSM mobile installation

Hi,I was trying to setup FSM Mobile via FSM installer for version upd13, however I am getting the below error ultimately. What could possibly cause this error. EXCEPTION in UpgradeMobileMetadata run.  Message: Value was either too large or too small for an Int32.Thank you,Kasun

4
brian.gummin
Hero (Employee)
2 years ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Trigger script upon opening a request

Using the FSM web client, I’ve currently not found any way to trigger a script when the request is loaded. (After clicking on it when searching for a request). We have different tabs which we need to be hidden/shown if the request contains specific information, previously we’ve done this using the “Custom Code” on the field which has the Initial focus set, but this is not possible to use on the web client.    

4
B
Do Gooder (Customer)
2 years ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Logging user login and their environment

Hi!As we have a lot of users using both mobile/portal and smart client, we’d wan’t to track the usage of the different “licenses used”.F.ex a named user has the ability to both log in to the mobile, portal and smart client, but is there any way we are able to log/track usage of each of these?We’ve tried adding br’s for person_login_history to add data when the table is inserted to, but to no avail, as this seems to be inserted before the br’s are able to run.So, is there a reasonable way to differentiate between different types of login and be able to log this information?

4
Lee Pinchbeck
Ultimate Hero
1 year ago
Hushan Hasarel
Hero (Employee)
Hushan HasarelHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Manually configuring connection protocols of FSM instance from HTTP toto HTTPS

Hi Experts,I have a customer running FSM production environment & there is a requirement configure FSM instance to use HTTPS instead of currently used HTTP.The question is the customer has a specific requirement of not running the FSM installer file to reconfigure the application with these changes.Customer is asking whether it is possible to manually change the configuration files of the FSM instance to enable HTTPS communication, without doing an application reconfiguration through installer. Thanks in Advance !!!

4
C
Sidekick (Customer)
1 year ago
T
Do Gooder (Partner)
TatSrikaDDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to change the Login Icon for FSM6Upd12 smart client

Hi, How can I modify the login screen logo with the a client image .Any Suggestions   Thanks,Srikant

4
K
Sidekick (Employee)
2 years ago
B
Do Gooder
BasHazemEDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS FSM installation packages

Hi Everybody,where can i find the IFS FSM installation Media , i have an ifs User partner . i want to install IFS FSM on premise and discover the solution features .Regards,Hazem

4
E
Hero (Employee)
2 years ago
H
Do Gooder (Partner)
HannMatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Datasets Expired

Good day PSO was set up with a few different datasets. All necessary sections were setup under theses datasets (rules, resources, rotas, scheduling templates etc.). Suddenly, all scheduling datasets have changed to “Expired” status for no reason that I can see. Normally I would be able to change an Expired dataset back to active, but in this case cannot change anything. Any idea how to address this issue, before the expired datasets get removed by PSO for being inactive?

4
H
Do Gooder (Partner)
2 years ago
D
Do Gooder (Customer)
dsuciuDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM-PSO Initialization process removes activities booked during the initialization process

Hi Guys, We have noticed that in FSM 6U4 - PSO 6.5.0.29 if call center agent is booking a same-day service work order during the FSM-PSO initialization process (in our case is scheduled nightly @ 3:31 AM) - let’s say the booking is happening at around 3:34 AM - the activity will show up in PSO correctly for a short period of time, but it will be wiped out by the LOAD file FSM is shipping to PSO after the initialization process gets completed (in our case this is happening at around 3:40 - 3:50 AM). The issue we are facing is that the service work order (reques/task) looks good in FSM, but PSO has not information about it - meaning - missing customer appointment. Have any of you experience this kind of scenario, and if yes, how did you mitigated? Thanks  

4
D
Do Gooder (Customer)
2 years ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Shift Export

Hi,Is there any way i can extract PSO shift Rota based on resources.Regards,Shiyaz 

4
E
Sidekick (Customer)
1 month ago
Dulshan De Silva
Sidekick (Employee)
Dulshan De SilvaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Request Contact creates duplicate Task Contacts

Hi experts,One of our customers has an issue of Request Contacts getting copied to connected tasks in doubles.This happens only when adding a New contact under the 'Contacts' tab of 'Request' screen by using the 'New' button. Issue doesn't occur when adding a contact by using the 'Select' button. Issue occurs in both custom screens and in the baseline screens of customer’s environment. There are no relevant Business Rules or Client Scripts to be found. “Watch All” doesn’t trigger anything. Couldn’t find anything related to this by manually going through all rules and scripts. Server logs indicate 2 entries that have inserted same contact to task_contact. When TASK_CONTACT_COPY app param is set to N, duplication does not occur; only one entry is copied. (But Contacts added using Select button doesn’t get copied to the Task, as expected). Requesting your expert ideas on what could be the root cause for this.Dulshan

4
Dulshan De Silva
Sidekick (Employee)
2 years ago
F
Do Gooder (Partner)
FluffyDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Use of third party software

Hi.I would like to know if it is possible to have info sent from 3rd party software and entered into a text field on one of the fsm mobile screens. I need this in order to convert an image of text into a string and get this into the databasis.

4
brian.gummin
Hero (Employee)
2 years ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Use field values in the message of a validation business rule

Hi experts,This is somewhat of a trivial question. I’m attempting a basic validation on the task line under a requestthe validation is to throw an error if,Material Order Date > Delivery DateDelivery Date > Planned StartThe business rule I created is as following,The business rule works ok. But the validation message is not picking up the task id. It’s appearing as following, What’s the correct way to refer to the fields of the related table in the message?

4
M
Sidekick (Partner)
2 years ago
T
Sidekick (Customer)
TDCSOURABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Odata - Save null/empty value to a field

Saving an empty value using ODATA API is not possible. It changes the task_status but doesn’t update the user_def1 to empty in the below example.URL : https://<fmsserver>/odata/task(12345)Method : Patch1st call (works fine)Body : {    "task_status": "HOLD",    "status_as_of": "2021-10-26T15:37:37.0047496",    "user_def1": "ENROUTE",    "modified_by": "USER1"} 2nd call (user_def1 is not set to blank)Body : {    "task_status": "ENROUTE",    "status_as_of": "2021-10-26T15:37:37.0047496",    "user_def1": "",    "modified_by": "USER1"}

4
T
Sidekick (Customer)
2 years ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Implementing ARP from FSM

Hi,Historically we have had FSM and PSO and all data initialised into PSO each day for scheduling.FSM has always been the master for the data in terms of Rosters, Shifts, Resources, Calendar Exceptions etc.Our Resource Planning Team work 100% in FSM. This does give us some restrictions. I started to look at ARP in PSO (early 2020) and could see straight-away this would give us some massive benefits to how we operate and manage resources. Unfortunately some pandemic came along and objectives / priorities were changed. However this is something I want to revisit. I am therefore asking the community if any customers have made the jump from FSM nightly 'INITs' to ARP for managing resources?If so is there anything that can be shared in terms of steps to setting up ARP.Things like migrating current work calendar's and rosters reducing set-up time for cutover.How to manage updates in ARP i.e. calendar exceptions, shift data, and feed that back into FSM. We have our dispatch teams working sole

4
tomgreenwood
Superhero (Employee)
2 years ago
J
Sidekick (Customer)
jamiewhiteSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Resource Analysis - capacity lines

Hi, using apps 10 and looking at the resource analysis screen to review available capacity in a work centre and noticed there are two capacity lines 1) capacity unitisation and 2) adjusted capacity.can anyone explain the difference and how to adjust each capacity line?  regardsJamie 

4
M
Hero (Employee)
2 years ago
B
Sidekick (Partner)
BeaMarceASidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Logging into FSM for the very 1st time

Hello, Noob question.I have recently installed FSM6u13. The installation was succesfull, but now I have no idea what pwd to use for the ADMIN person.I can open the login screen of the client but I don’t know what password to use: Furthermore I could see in the person table that the pwd for Admin is expired: Any ideas how I could login to the newly installed FSM environment? Unfortunately this is not covered in the installation guide.

4
B
Sidekick (Partner)
2 years ago
Dulshan De Silva
Sidekick (Employee)
Dulshan De SilvaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Limit what devices the FSM mobile app can be downloaded to

Hi experts,One of our customers has the following question:They would like to know if there is a way to limit what devices the FSM mobile app can be downloaded to.For example, is it possible to limit the app to only be downloaded to iPads and prevent them from downloading to their iPhone?They would also like to know how to get this done if it is possible at all.Thanks in advance,Dulshan.

4
Dulshan De Silva
Sidekick (Employee)
2 years ago
T
Do Gooder (Partner)
TatSrikaDDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.13 :PSO Work Bench does not load while accessing through FSM Web Client 

In FSM 6.13 PSO Work Bench does not load while accessing through FSM Web Client Any Inputs ? Regards,Srikant 

4
Ann Degroat
Hero (Employee)
2 years ago
ZRZJOLIVEIRA
Do Gooder (Partner)
ZRZJOLIVEIRADo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.13 - AdHoc Report Datetime Format

Hi, Is it possible to change the datetime format for the AdHoc reports extracted from FSM?The image below shows the result, but it’s easy to work with this formats at excel Best regrds,

4
JuniSihombing
Hero (Customer)
2 years ago

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