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

Hi Experts,Could you please advise, if the customer is not using HCM module is there any way that we can capture time and attendance only using NGSM.Are there any existing functionality for that?Regards,Heshala.

A couple of releases back, IFS introduced Next-Generation Service Management (a.k.a. Request Management or NGSM). While the primary focus of Enterprise Service Management (“ESM”, which was already available in Apps 8/9/10) was the service of company-owned equipment, NGSM was developed to better support customer service processes, remove unneeded complexity, and address additional scenarios (such as offering a service for a generic model, not a serialized asset, which is often required in B2C scenarios).To help the community better understand NGSM and how it compares to ESM, I have created the below document. Just like IFS Cloud - Scheduling demystified (23R1) | IFS Community this is NOT an official IFS document, however it was created in collaboration with R&D.If you have corrections, feedback, ideas - please do share so we can incorporate them.

Hi,Is there a method to book or block a tool, ensuring that it is not simultaneously used for another task? From my understanding, it is currently not possible to automatically schedule and reserve a tool from the PSO since tool/equipment resources are not considered Scheduling Resources.However, within the Standard Task, it is feasible to insert a demand line of type Tool/Equipment, although this must be manually allocated.How can I view the calendar of these tools to determine their usage, and how can I ensure that no other task utilizes the tool on the same time?Thanks,Stefania

I need to know where is the VLOOKUP COUNTERPROOF screen?

Hello, We have the following scenario in PSO. Normally, all activities are fixed to a planned start time and to a resource.When I want to change the resource per Drag and Drop, I always have to fix the start time. For example, in the screenshot below, it should be 10:00 (this is the planned time coming from IFS Cloud) and I have to correct the 10:07. I know this can be solved by using the “Edit” option instead of Drag and Drop, but the dispatcher would like to use the Drag and Drop functionality and in the same time avoid correcting the hour, since they will have to do a lot of manual changes in a day and they have to be very quick.Is there any way to make this process easier and faster for the dispatcher? Thank you very much,Iulia

Hi, I would like to ask what should be done to see training action in dispatch console calendar.It should look like this: Thank you Romana

Hi Team,The task resource is not being created when I assign a technician.Note: App param ENABLE_TASK_RESOURCES = Y.Please note this is working in lower instance.ThanksVenkat

Release: 6 Update 26 : FSM_6_U26_D0Build: 8690I had a report that was working but needed to be tweaked. I  opened the the rdl in Report Builder, made a tiny tweak saved the rdl .resaved it as an rdlc in Notepad upload the Report into Report Admin in the UI  I refreshed cacheWhen I run the report I get “An error occurred during local report processing.”  This is happening on any report that is updated and reloaded in report admin.Any guidance would be greatly appreciated.

Hi, On the Resource Planning Database and the RAM_Resource_Skill_Availability table is there a way of getting the dates for the availability window i.e. a Start and End. Looking at the table there is a just a pattern id so i’m unable to to use that. Just wondering if the times are stored elsewhere?Cheers Ady

I would like to know if It’s possible to use a dynamic URL as an endpoint of an outgoing message. For example, doing the configuration of the message using the ‘Message Routing’ (next image), I need to use a URL that will change depending on same variables (in a ideal scenario this variables would be defined on the same XML type Business Rule, that call this outgoing message).  I am trying to call a URL that has a service and it has this format   => “http//URLHOST /field1=X,field2 = Y” do you know if I can achieve this by using the XML maps and Routing Message Rules ?  

Hello,Twice a year we execute a user account security audit to ensure that access to all systems is valid and appropriate.  During the most recent audit, the auditors identified 2 accounts that were inactivated in our Active Directory but had a ‘Last Logged In’ date event recorded on the PERSON record several months after the AD account was inactivated.  Both of these users were configured for OIDC authentication so theoretically once the AD account was inactivated these person records should not have have any Log In/Log Out activity recorded.  The question is whether or not there are any other activities in the system that would have resulted in an incorrect Log In/Out event to be recorded? Thanks,Richard

Hi All,Facing an issue with dataset we have loading datasets from FSM to pso every 30 min interval datasets will be loading today we are facing issue like datasets is not loading on schedule board when we select dataset  its always showing waiting for dataset popup we restarted servers but no luck . Kindly suggest what could be the issue?  Thanks,Durga

Hi All,we are receiving request time out error  for all datasets  verified fsm is communicating with port 8744  and also verified DB space but no issue in the db side  not sure always getting request timed out error. Error:The request channel timed out while waiting for a reply after 00:00:59.9844121. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout.Kindly suggest any solution for request timed out. Thanks,Durga

Hi I have upgraded FSM625 V to FSM630 after upgrade  i could not able to install smart client application i am getting below error during installation i did not see any error during upgrade and web client and mobile applications are working fine. Kindly suggest how to fix this issue.Error Message:ERROR SUMMARY    Below is a summary of the errors, details of these errors are listed later in the log.    * Activation of C:\Users\durgabhavani\Downloads\FSM6Test (16).application resulted in exception. Following failure messages were detected:        + Exception reading manifest from file:///C:/Users/durgabhavani/Downloads/FSM6Test%20(16).application: the manifest may not be valid or the file could not be opened.        + Manifest XML signature is not valid.        + The digital signature of the object did not verify.COMPONENT STORE TRANSACTION FAILURE SUMMARY    No transaction error was detected.WARNINGS    There were no warnings during this operation.OPERATION PROGRESS STATUS    * [25-11-2

Hello,Our DBA was running diagnostics on our production database server using sql-constanctcare and it identified the following db tables that would benefit from having the indexes identified below created.  Because these are PSO databases, I wanted to get confirmation that this would be a recommended action to take.Please advise.Tool Used:https://www.brentozar.com/sql-constantcare/USE [SchedulingSystem]; CREATE NONCLUSTERED INDEX [message_group_id] ON [dbo].[Message] ([message_group_id]);USE [ResourcePlanning]; CREATE NONCLUSTERED INDEX [organisation_id_dataset_id_ram_update_type_id] ON [dbo].[RAM_Update] ([organisation_id], [dataset_id], [ram_update_type_id]);USE [Scheduling]; CREATE NONCLUSTERED INDEX [organisation_id_dataset_id_delete_flag_activity_id_input_reference_internal_id] ON [dbo].[Activity_Custom_URL] ([organisation_id], [dataset_id], [delete_flag], [activity_id], [input_reference_internal_id]);USE [Scheduling]; CREATE NONCLUSTERED INDEX [organisation_id_dataset_id_delete_

I created a query in Query Designer in IFS CLOUD 24 R1.I’m trying to use it in Element Designer as datasource. However my query does not appear as an available  datasource. ANy idea how to get it usable in Element Designer ?  

In FSM mobile how do I prevent engineers from entering a newline/carriage return in a text field?The below works for other undesired characters…var myField = getControlValue('CUSTOM', 'TEST_TEXT');var isInvalidChar = getDBValue(stringFormat("SELECT CASE WHEN '" + myField + "' REGEXP '^[A-Za-z0-9\-\\\/]+$' THEN 'FALSE' ELSE 'TRUE' END AS isInvalidChar;"));Essentially we are capturing a serial id which can contain 0-9, a-z, A-Z, hypen, backslash and forwardslash. Anything else should fail.

Is there a way in aurena to view/print the work report page (service report)I have been looking everywhere and cannot find how to pull up the report...or reprint it once it is returned from the mobile device.

Hi,We use the below perform definition for modelling and scheduling data set load <perform_initialize_ram_threesixty><perform_initialize_ds_threesixty>We have a requirement when we  do update resource skill availability, the change should not go as a part of modelling load in <perform_initialize_ram_threesixty>The resource skill availability change must go as part of  <perform_send_rota_data_to_dse>Do we have any possibility to restrict that from load 

The customer is renting equipments to their customers through the Request management process ( Cloud 23R2) The process is renting equipment for 12-60 months period, service technicians are delivering and installing through the request work task. Is there a way of moving the part from the inventory without changing the ownership of the part? because when issuing the part from request work task it always set as customer owned as request is always connected to a customer. This customer is not using IFS standard rental functionality but only the request management.  

Hi All,Recently i have noticed  high number of  activities are  unallocated in my dataset if i see all activities  are in unplanned activities in jeopardy exception.  Is unallocated happen due to travel (distance)? Kindly suggest how can we make all activities  to assign  ? Thanks,Durga   

How could a notification be configured to be scheduled at a point in the future? We have a requirement to send certain notifications after an ‘age’ threshold has been surpassed. This frequently requires a non-standard table or view (one not included in the baseline notification function) and would need to run after a date comparison determines that an item has exceeded an age based on a date stored in the table, and the current server time? - This seems to present a challenge as no server fields have changed Has anyone successfully used non-standard tables for notification triggers? How have you been able to handle the notifications which need to be sent in the future? 

Hi Experts,I am trying to setup contractors to use with Request Management functional area. If I log into B2B cloud, I can see it still has ‘Subcontracted Work Orders’ option (which can be used by Contractors to report their work).I am not sure if it can be used with Request tasks ?. (non of my request task not appearing ?)In addition to that, is there any other way I can configure contracted technicians to report their work using this B2B client ?I saw that a new client is introduced in 24R2 (service contractors), apart from using it with bucket resources is there any other use of it ? (I could not find any details about it in ifs help documentations). Can some one shed some light on above please ?Thank you,Roshan 

We use PSO for our Field Service team are considering using it within our Repair Centre to schedule machine refurbishment work. Initial tests seem to show this would work though there is one issue in that we would always have tasks running into a second day for all Repair Centre technicians.This led me to the article below which confirm PSO can handle this but FSM can’t. This post is three years old so I though it worth asking if this functionality was ever developed in FSM and if not, how are othere working around this limitation? Thanks,Barry

Hi In PSO 6.11 how to set distance penalty in travel cost model?How can I see difference in workbench after distance  penalty is applied to particular resources?