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

2887 Topics

brjDo Gooder (Customer)

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

Good Day,We are currently running FSM 6 U25 and using mobile iOS. I have been asked to provide synchronization history by certain device id or person id. I have located login and logout history, but I cannot find any record related to sync other than last synchronization date and time in person mobile which is overridden with the last dttm each time synced. Any options already available to capture this data?Thank you!

282

8 months ago

Narsing RaoDo Gooder (Partner)

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

Disable Adhoc Reports Button in Report Screen

Dears, Can we disable/hide the Adhoc Report button on Reports Screen.Reports Screen is a baseline Function. So, we can’t modify or customize it. Thanks & regards,Narsing

446

8 months ago

qquacSidekick (Customer)

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

Business Rule Running Twice

Hello,We have a business rule that is running twice resulting in duplicate records in the event_history table. Do you know what could possibly be causing this? Do you know if there is a XML that can delete the duplicate record?

995

9 months ago

rfedorchukSidekick (Customer)

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

PSO Start/End Shift

Hi All,We’re trying to figure out what the data source for this is in PSO: If I make changes to this in Scheduling Resources, it doesn’t seem to have an effect on the shift start/end I have tried sending the changes to the dataset, but that didn’t seem to change anything. Thanks,Rob

463

9 months ago

Timmermans RoelHero (Partner)

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

How to issue Customer Owned stock

Hi All, As a case I am a Service Technician trying to report a Work Order performed for a customer.In IFS Cloud I used the lobby ‘Service Technician’ to travel to the customer and start my work. Now I want to issue materials that I am using during my job. I succeeded in issueing materials that are ‘Company Owned’ but how do I issue material that is ‘Customer Owned’?I’m in ‘Work Details’ and I click on ‘Material’ Here I can add “new material”But there does not seem to be an option to say that the material is ‘Customer Owned’ (because I used an unforeseen part from the customer’s own stock, but I would still like to track that it has been replaced at this intervention) What is the solution here? How can the service technician easily report back to the back office that a piece from the customer’s own stock was used to repair this machine? Best RegardsRoel

1703

9 months ago

agurhanDo Gooder (Customer)

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

IFS FSM Developer Guide

Hi folks, Is there any IFS FMS Developer/Customization guide which can be used by developers? Best regards,

1623

9 months ago

jgreenmanDo Gooder (Customer)

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

Clock

Hello, i notice that some of our users have a 24 hour clock in PSO/Cloud and some have the 12 hour AM & PM. How do we change the user preference settings on this?

501

9 months ago

OXCJMOXYCAREDo Gooder (Customer)

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

FSM6U25 upgrade - DMZ server need help/advice

Hi,I am hoping someone can answer a few questions we are having with regards upgrading our current on premise FSM environment to release FSM6U25.IFS Support tells us to go to IFS Consultancy who immediately price up a SOW just to look at envionment or else to ask questions here.Initial installed was by IFS consultants. Just trying to initially upgrade DEV envionment. Our Webclient/Mobile clients are run off a DMZ App server and our App server behind firewall is running smartclient and is on same subnet as DB server. DMZ App server has following virtual directories.FSMServer, FSMDEV, FSMDEV_MOBILE, FSMDEV_WEBCLIENT, FSMTEST….The options on the upgrade screen are FSM Database , FSM Application Server Web/Smart clients and FSM Mobile Service.After selecting FSMServer and c:\intepub\wwwroot\FSMServer, upgrade DEV envionmentIt then asks to connnect to SQL DB server and FSMDEV db.As far as I know there were no ports open for named pipes between DMZ and backend DB server, but yet it was inst

618

9 months ago

Timmermans RoelHero (Partner)

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

History of Spare Part Usage

Hi All, What is the easiest way to extract a list of Spare Part Usage on Functional Object ‘X’?So we have a production machine that is currently a Functional Object (It’s not a Serial Object because it was never serialized). And we would likt to know what parts were issued on the Functional Object in the last 5 years (from Work Tasks).And if possible we would extend the search to multiple machines so we can get an overview of average spare part usage and possible abnormalities where a spare part was significantly quicker replaced then average.best RegardsRoel

350

9 months ago

Timmermans RoelHero (Partner)

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

Service Contract - Work Task Template on Service Contract Line Execution

Hi All, I’m wondering about the process of using a Work Task Template for a Service contract (through PM actions). I noticed that I can enter my Work Task Template when I create the Service Contract Line, but that does not seem to do anything… I need to add the Work Task template again when I am creating the Pm action > ‘Jobs and Templates’, otherwise WO generation does not use the Work Task Template. So my question is: what is the use of adding the Work Task Template under the Service Contract line ‘Execution’ ? What is the added benefit? The details process steps I used:So I started to create my Service contract and adding Service Contract Line. On the Line you can add the Work Task Template under ‘Execution’. Under the details of the Service Contract Line you can see that this is connected:Once I have this I can select that Service Contract Line and create a PM Action where I can enter the frequency of the Preventive maintenance Visits. Now I go into the details and look at t

320

9 months ago

WilsonXSidekick (Employee)

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

FSM Mobile - conditional read-only field

How to set a field on mobile as read-only if it is other than empty?

382

9 months ago

Iulia PetrinSidekick (Partner)

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

Missing groups when using filters in PSO

Hello, how can I see the groups when using the filter? My user is connected to several groups and also has all possible permissions. However, I still cannot see a group. is there a step I’m missing?Thank you very much,Iulia

372

9 months ago

Iulia PetrinSidekick (Partner)

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

Travel time bar not seen on the gantt - PSO

Hello, does anyone know how to change the colour of the shift on the gantt, so that travel time can also be seen? For my dataset, the time between the activities is coloured with dark grey, so the travel time is seen only when I hover on it. Usually, there is a light grey, as far as I’ve seen. I have tried various colour parameters for my profile, but nothing seems to work. I am probably missing something.Thank you very much.Iulia

312

9 months ago

VamsipayavulaDo Gooder (Partner)

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

Restricting access to outside vendors

Hi Team, I would like to know about possibility of restricting access to outside vendors. This vendor portal can be used to see the tasks which are assigned to vendors in bulk, and they should simply be able to update task completion status from this portal.In our case customer doesn't want to give access of FSM 6 platform to vendors.And don't allow them to access to IFS mobile too. Can someone help us to understand the ways to implement above scenario. Thanks,Vamsi.

181

9 months ago

SowmiyaSidekick (Partner)

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

PSO

Hi,In which document I can see within region ,out of region ,override priority explanation with scenario in PSO?

321

9 months ago

gannersDo Gooder (Customer)

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

Work Status menu

HiWe’re developing our own flavour of mobile App for use with FSM.Any idea how I can, from a mobile script, pop-up/jump to the Work Status menu/screen?ThanksPaul

595

9 months ago

PUOOWENJDo Gooder (Customer)

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

PSO - End of Life?

Hi,Couldn’t find anything in the documentation - is there a point at which a version of PSO becomes unsupported please?We are currently using 6.9.0.22ThanksOwen

252

9 months ago

MKNDANIELDo Gooder (Customer)

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

FSM R6U24 Global Menu

Hello, Is there a way to disable the “hover” capabilities of the global menu? Currently if the user’s mouse passes over the global menu icon it automatically “flies out” their short cuts. The user must then click it repeatedly to get it to go away. Thanks,Dan

261

9 months ago

RiSpenceSidekick (Customer)

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

Managing Public Saved Searches in FSM6u26

Hello community. Looking for guidance on how to:limit the ability to create and saved searches in the web client to specific roles how to remove the ‘make public’ option for roles that do not have this permissionThanks,Richard

201

9 months ago

AdrianEgleyHero (Customer)

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

PSO Upgrade - RangeError: Invalid time value

Hi,I have upgraded a test environment to 6.12.0.15.Everything in terms of services etc. are working. However I am having an issue with the PSO Workbench. I can see Error’s stating there is an Invalid Time Value. Everything in terms of set-up sys params etc. have remained the same, but post updated the Workbench is throwing this error and when in the workbench I cannot see Resources, Activities, Events, Applications etc.In the scheduling workspace the time is showing as;I have a regular time update set to go from FSM also to move the day along. Any idea what I have done wrong? Ady

283

9 months ago

MaheeshaKSidekick (Employee)

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

Resources are not showing in PSO WB

Hello,In audits, it's been observed that resources are being sent to PSO from Cloud End, however, there seems to be a discrepancy as these resources are not visible in the PSO WB. Can anyone shed light on why this might be happening or offer suggestions for troubleshooting this issue?

601

9 months ago

csandersSidekick (Customer)

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

pass value to executeScript function?

Hi!Is there a way to pass a value into a client script that’s called with the executeScript() function with the Smart Client?I’d like to use a script like a function. Pass a value in and get a result out.The last time I tried this I used a non-database field on the screen to store a value. The downside to this was the client would ask the user to save when the value changes even though “In Database” was unchecked for the field in custom metadata.Thanks,

221

9 months ago

HDZRISHABHSidekick (Customer)

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

Filter in Quick Report

Hi , I am not able to save start date and end date as filter , every time I login I have to manually add them. Is there a way to save it ?

831

9 months ago

lisa.gilesABSidekick (Customer)

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

Material Requisitions - Remove Qty Required

I was hoping someone could assist. We have lots of Work Orders that Engineers order parts for but then when completing the work it is decided that the parts are not required.On the Materials Tab the Material Line still shows a Qty X Required. This causes confusion as it appears that work is still required to fit the item but this is not the case. The Material Line is now not required. We are unable to change the Qty Required to 0 on the line as we receive the below:We cannot delete the linked Purchase Requisition as the part was delivered and invoiced and remaining in Inventory. This also shows in the Budget Information on the Job but again is incorrect as the Part is not needed. How do we remove this being a required material on a Work Order? Thanks,

210

9 months ago

etmshiySidekick (Customer)

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

Adding Notes Via PSO

Hi Team,We are have FSM & PSO, We assign the task in PSO for some customer manually & Some are automatically get assigned. Is there any way that we can update the notes in PSO & that can get updated in FSM, which will reduce huge efforts. Regards,Shiyaz

729

9 months ago

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

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