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

HI,We have the itinerary view in the backend. Is it possible to use this view on mobile for a a technicians in a smartphone/Tablet or not ?Is it a responsive ?What are the settings to allow  this view for a technician in the field.Thanks and regards anthony

Hyperlink is not appearing in web client, but it is appearing in Smart Client on a certain screen.CC EscalationsSmart ClientWeb Client When loading a different screen the hyperlink shows up.Financial EscalationsSmart ClientWeb Client Does anyone know what might the issue be?

iPhone users get an error message “User or password invalid” while trying to log in using FaceID but using the same credentials entered manually users can log in to the application. 

Hi,I have a many places with multiple products linked to each (with a product_id and modeli_id), each product_id has a fixed Product_PM coverage end date (for example 31.12.2024). This end date prevents users from creating new tasks or inspections because it it is expired or if it is earlier than the current date.Manually modifying the coverage end date automatically triggers slots and updates to the PM schedules which is fine. With Sql update query it changes the coverage end date but not triggering new slots in PM schedule.Problem: I need to update the coverage end date for 1,000 of product_id’s for 1000 places.any possible solution would be helpful.Thanks and Regards,Akshay. 

After creating a new script for mobile. It doesn’t appear in the list when trying to attach it to a field. Refreshed cache on main client.Refreshed scripts on the mobile designerRefreshed design dataInitialized the mobile device. Does anyone know of anything that could be stopping new scripts from appearing? Thanks

Hi,For one of my clients, I have standard tasks set up as follows: 1 or more demand lines linked to a resource group: Service All 1 or more demand lines linked to a resource group: (Vehicles...) The client expects that some of the listed skills are necessary to perform the job, but it is enough that at least one or two of the required people have those skills or a combination of them. For this reason, I was thinking of using "Share with Corequisite."The request is as follows:Request for 2 people in the Service All group, and of those, at least 1 person should have the following skills: 000000020 st00000009 st0000009 Team Leader (Caposquadra) Maintenance of Hydraulic Parts Level 3 (maint Org Idraulici lev 3) Maintenance of Hydraulic Parts Level 1 (maint Org Idraulici lev 1) Crane Operator Skill 1 (skill Gruista lev3) Crane Operator Skill 3 (skill Gruista lev1) Only 1 person with certificate: 00000008 Skill combinations should not be assigned, for example: Crane Operato

Hi,With PSO (in a stand alone) installation, Customers / Prospects may need a component (mobile application) for the field.We send activites in the application, and the technician gives updates about the tour and each activities : on route, on site, started, etc.This can also be used in the debrief or work rder report.Do we have this component in PSO  in addition to the backend and the engine ?thanks and regardsanthony

Hi,Currently I’m facing an issue with the below notification message, it should get the details from DB and print that in email as mentioned belowRecipient's Name - person.first_nameRole_Name - person_role.user_roleHow can we set the placeholder for Recipient's Name, Role_Name in html editor to fetch the data and print it in email.<!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Email Template</title></head><body> <div class="container" style="width: 100%; max-width: 600px; margin: 0 auto; background-color: #000000; padding: 20px; border: 1px solid #dddddd;"> <div class="header" style="background-color: #1A2E61; color: #ffffff; padding: 10px 20px; display: flex; align-items: center;"> <h1>Welcome to IFS</h1> </div> <div class="content" style="padding: 20px; color: #333

Hi experts, Is there a way to get the current logged in user’s person_id (the person ID of the user who is trying to print a report via Report screen) in a rdlc file in FSM?Thanks :)

Hello Everyone,We are developing a report and In that we would like to show the current FSM logged user name in the report footer. Please assist or give your inputs to proceed further.Thanks.Mukil K.

Hello,  I have created an additional attribute based on a custom field. In this case, the number shown in PSO can change pretty often. Available capacity can be 10, than change to 9 and so on.Shouldn’t this change go directly to PSO? This is my understanding from the mapping file. However, in our test environment, the data gets updated only with LOAD.IFS Cloud: 24R2 Does anyone have any idea here?Thank you,Iulia

Why is MSO not scheduling the operation even though I have available capacity?As you can see in Picture 2, there is available capacity, but no operation has been planned. The operation status is unscheduled (Picture 1).Initially, scheduling worked as expected, and the operations were assigned. However, for testing purposes, I reduced the lot size from 500 to 300 pcs, which also led to a corresponding reduction in lead time.For some reason, the operations were removed from the resource, and the status of the operation changed back to unscheduled, as shown in the picture.I do not see a connection here.Add: We do use MSO module and is connected to PSO.    

Hi,  I install the latest version of PSO 6.14For a dataset, I can’t see the Gantt Resources for one Dataset (Date are in the past 2021)Do you have an iea ? a setting is missing ?Thanks and Regards

Hi Guys,Iam trying to import a data set to PSO using Swagger Post method. When i do try to execute the XML, iam getting the error: The string '' is not a valid Boolean value. at System.Xml.XmlConvert.ToBoolean(String s) at System.Data.Common.BooleanStorage.ConvertXmlToObject(String s)….. Iam suspecting the XML ,but seems to be ok as shown below.Appreciate your help..  

Hello,is it possible to book an appointment in PSO that specifies the technician but instead of booking a fixed time you only specify the day. This way PSO schedules this technician for the day in its view and PSO itself determines which time is the best. This way I would only have to confirm the day and the technician to the customer and PSO would find the best time for me. But we like to do it in PSO we don’t like to use appointment  bokking in FSM.

Hi,  In new service management, in release 23r1, does anyone have performance issue? Indeed, in this version, it is really long to update the service request tab. We have found that it is because of high number of service object (functionnal object) in a certain site (more than 100 000 objects). If someone have occured this issue also, can you please contact me? Regards. 

Hi,Could you share a document that introduce the Roadmap of PSO in 2025, (not integrated with IFS Cloud) but as a stand alone solution. Thanks and Regardsanthony

how does the document approval process works in IFS? FSE attached a document & started approval which was set as per approval template. In this , manager approves the approval step & then only FSE can approve the document. So is it possible that FSE does not need to approve once approved by manager?

Hi all,We have a question regarding task availability. We use FSM and PSO, where tasks are created in FSM and then sent to PSO.Currently, we send tasks with the following fields separated by 24 hours (indicating 24 hours of availability for each task):<earliest_start_dttm><latest_start_dttm> However, when the task arrives in PSO, the availability in the Availability tab always appears different times, regardless of the time range we set.Could you please guide us on how to configure task availability in FSM? Alternatively, is there a specific FSM table that corresponds to task availability in PSO?Thank you!

Hi,If I’m not mistaken, pPreviously PSO was only installed on premise.Is it possible to install PSO in SaaS,  the hosting should manager by the current hosting provider of the customer  (not in IFS Cloud)The installation is stand alone, not with IFS cloud.Thanks and Regards 

Hi Folks  I was wondering if any knows a way to see the resource utilization lets say for 3 months. When in PSO-Analysis tab. It seems like I can get statistics but it doesn't have any date and it looks like it appears to a couple days worth of data but there are no dates I would like to see the Resource utilization for a metric but I can’t see to get trustworthy data. I tried to use the Archive but it gives me a ton of info but not the utilization percentages.  PSO Work Bench 6  

Hello,If I have two filters in PSO (both filters are the using the same criteria) and I apply both at the same time, then filters does not work. Does anyone know if this is the correct behavior. It does not make much sense to not work. 

Does anyone know how to bulk change triggers on recurring service programs?  We have 1000s of Recurring Service Programs, what is the best way to change multiple triggers from a Calendar based trigger to a Usage based trigger?  Or what is the best way to update Frequency on multiple calendar based triggers?  Updating this 1 at a time is not ideal.   

Hello, Our client wants to assign permission sets by mass to the users.The client has created specific permission sets. For the go live, we have our list of users (around 1500). However we need to assign them their respective permission sets. Is there a way to do it by a mass update? I lookked for data migration, but it does not seem to be possible. Thanking you. BRLakshmi

Hello, Our client is a Apps 9 customer using PSO version 6.9.0.18. They would like to upgrade to the latest PSO version or the PSO version 6.13.0.73 And my question is if this version is compatible for Apps9 and also for IFS Cloud.