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

2510 Topics

qzliuDo Gooder (Partner)

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

MWO from location

Select Return in the work task, select the target location, the from location drop-down option will appear, which field in the cloud is this from location? from location Options Where does the data come from? This is a required field，but its no dataNormal returns in the ifs cloud do not have this option（from location）

20 days ago

Miruna MSidekick (Partner)

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

Revisions in Recurring Service Programs

Hi,Does anyone know if the ,,revisions" functionality is enabled in Recurring Service Program or is it still in progress? In what release is it expected to be available?Thank you!Best Regards,Miruna

20 days ago

Kalpani DissanayakeSuperhero (Employee)

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

How to track the time users spend on web client screens - FSM

Hi Experts, One of our customers has a requirement to track the time users spend on some screens in web client. They need this to monitor as a KPI. There are 4 screens they consider as,Lobby menuSchedule boardPerson list and Devices (Person table).They need to track the time users actively use these screens weekly basis. They need to track the transitions from screen to screen to track the exact time they spend on the screen. Is there any way we could achieve this requirement in web client. Any suggestion would be appreciated. Thank you.

20 days ago

Iulia PetrinSidekick (Partner)

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

Different colour for absence categories (private appointments) in PSO

Hello,I plan to use Miscellaneous Resource Allocation Categories in Cloud for defining different types of absence categories. In PSO, all absences categories are shown with the same colour (e.g. orange when using Color Activities by Status). Is it possible to have different colours for each absence category?Thank you very muchIulia

21 days ago

dakiusDo Gooder (Employee)

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

Dispatch Console Dataset Limitations

When using the 23R2 Dispatch Console for manual resource assignment for a customer who does not use PSO and has 4000 resources, is it advisable to use multiple datasets? What advantage would the use of multiple datasets bring without PSO? Is there is a concern that so many resources under one dataset would cause performance issues in the Dispatch Console even without using PSO? Couldn’t filters on Resource Group and Region sufficiently limit the number or resources hitting the Dispatch Console even with all 4000 resources in one dataset?

21 days ago

SHAUN_KERSLAKEHero (Customer)

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

PSO Send Full vs Change

In Apps 10, we have two schedule tasks setup to update PSO:1 - Full Load - Runs once a day at midnightSend Data For ScheduleSCH360_SEND_DATA_UTIL_API.SEND_DATA_FOR_SCHEDULEInput type: LoadSend Timeline - Not Ticked2 - Change - Runs every 2 minutesSend Data For ScheduleSCH360_SEND_DATA_UTIL_API.SEND_DATA_FOR_SCHEDULEInput type: ChangeSend Timeline - Ticked I am looking for guidance on what is the equivalent task and method that should be used in IFS Cloud please? Thanks

21 days ago

MWAMAITTEAMDo Gooder (Customer)

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

Date Format in data import export

We are upgrading from FSM 5.5 to 6U27 so a big jump. We have noticed the date format required for import export is in the form below in 6U27 with the T character.In FSM 5.5, import export uses standard SQL date/time format.I can work around this using the below when preparing data however is there any option to use standard date time formats in the Import Export tool? The database holds the data without the ‘T’ so strange that the import export tool uses it. select product_id, CONVERT(VARCHAR(50), user_def_dttm1, 127) from product

22 days ago

ERCJAGATHDo Gooder (Customer)

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

Stop task dispatch to a working shift on future dates to an engineer having non-working current shift, without impacting next day commit

Hi IFSPlease find a scenario.Current Day/Day 0 = Engineer is non-working.Next Day/Day 1 = Engineer having working shiftTask allocated to Day 1. Customers are raising concerns that the field engineers are getting disturbed on non-working day. So what are the options to stop task auto dispatch from Day 0 to Day 1? Once the task get dispatched, it should be immediately get attended and sometimes the engineer will miss to check this task, leading to SLA breach and high penalties.Note:Next day commit is enabled and it is needed as well. Because if Day 0 and Day 1 are working for the engineer then next day commit should work. Thanks,Jagath

22 days ago

gkaaihue

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

Appointment Booking Unavailable due to Plan Decrease

We are having some troubles understanding some of the differences in the ABE and DSE and how it’s effecting our appointment booking. We typically request appointment’s via the ABE and then accept one of the offers and send it to the DSE. We are constantly finding that a lot of our appointment offers are being returned with available = false and that the reason code = 470. Digging through a ton of these appointments requests we have been trying to use the explainability service to better understand the WHY it was unavailable for any particular resource. We have been finding that for a good amount of our appointment requests they are showing as unavailable simply because of a plan value decrease. What we are looking to understand is what would cause an activity with a base value greater than 100 being added to the schedule that would cause the plan value to decrease? The required skills, amount of the time available in the shift, the max travel all point to the resource being capable and

22 days ago

gkaaihue

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

Using the explainability service with old plans

We are doing some research into some of our markets and want to see why the ABE told us certain appointment slots that we asked for we unavailable. To my understanding, if i go and use the explainability service right now for an activity that was scheduled 2 or 3 days ago, it’ll validate who it would schedule to right now and why, vs what the plan looked like at the time of booking. Can we use the explainability service somehow with old plans (the plan used when creating the appointment request maybe) to see why it might have chosen who it dad back then? Can we use an API to create requests for the explainability service?

25 days ago

DanielBlakeDo Gooder (Customer)

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

FSM6 Microsoft Email Connection

Hi Experts, We recently had an issue with our Microsoft email account that we use for notification distribution for IFS FSM. System Admins changed the password for the account and now our connection is broken. Can someone tell me where this connection or password is used/stored in IFS?

26 days ago

InADaysWork

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

Need PSO Event ID Details

Is there an available document/resource that lists all of the PSO administration Event ID numbers and their details?

26 days ago

Iulia PetrinSidekick (Partner)

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

Is it possible to fix the resources via filter?

Hello, our customer wants to use the filter options in PSO and see for example only the resources for a certain city. But if he wants to fix an activity to a resource, than all resources appear, not only those for the specified city in the filter. e.g.: Even if I use a filter and I see on the gantt only the resources from a certain city, in ,,Fix to resource”, the dispatcher can choose from all resources from the country. Is there a way to be able to fix to resource according to the filter used? Thank you very much,Iulia

27 days ago

ERCPRATIKDo Gooder (Customer)

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

Filter Condition in Work order screen

How to put not like conditon in Work order screen filter

27 days ago

WilsonXDo Gooder (Employee)

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

Message Global Name lookup

How to translate the 'global name' field in the 'Global Name' search screen to be displayed in ClientWeb?Note: see the path in the print below

28 days ago

AdrianEgleyHero (Customer)

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

FSM 6 - Web Client - Search area displaying buttons

Hi, We have some users looking to migrate from Smart Client to Web Client. One piece of feedback we have had is that on some screens the ‘New’ button isn’t present on the search area. Meaning they have to go into a record to get the option to create a new record. The above screen shot is from the baseline version of the Purchase Order screen. The New button is present when the screen appears. But when we use a screen we have configured previously the New button isn't there.Is there a simple control for this in the UI Designer, or is that controlled by a Script?Any help is greatly appreciated.RegardsAdy

28 days ago

MaheeshaKDo Gooder (Employee)

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

GPS Fix is not visible in PSO WB

Hi Experts,I've enabled GPS on my mobile device, but I'm encountering an issue where I can't see the GPS fix in PSO WB. Does anyone know if there's a setting on the PSO end that I might need to adjust to enable this feature?

29 days ago

Miruna MSidekick (Partner)

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

Recurring Service Programs - Editable Fields

Hi,I have a question regarding Recurring Service Programs.Once the program is active, cycle pattern and interval program could be changed? Is there any way we can modify them?Thank you!Best Regards,Miruna

29 days ago

MirajSidekick (Partner)

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

How to doa delete using perform_inbound_integration

Hi Experts,Trivial question. How do I do a delete using a perform_inbound_integration? any particular key word that needs to be added to the payload?

29 days ago

qquacSidekick (Customer)

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

Client Script for Web Client

Hello,I am having some troubles with client scripts and client scripts SQL. I am trying to create a client script that will get user_def9. When I run a test, I am able to get an alert for alert("TEST"); → Working alert(personID); → Working alert(selectedValue + "this is a test") → Alert only shows “this is a test” alert(personType) → Not working. Shows [object Object] Below is what is in my client scriptvar screenName=getCurrentScreenName();var personID=getUserInfo('personId');var personType = getDBValues("select user_def9 from person where person_id ='JSMITH'");var selectedValue = getDBValues("SP_USER_ROLE",personID);alert("TEST");alert(personID);alert(selectedValue + "this is a test")alert(personType)This is what is in my Client Scripts SQLselect USER_DEF9 from PERSON where PERSON_ID = '{0}'For the web client only, are you able to use SQL queries within the brackets? or do they require an entry in Client Script SQL that needs to be called? Why isn't selectedValue showing what I want

29 days ago

RiSpenceDo Gooder (Customer)

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

How to send critical messages/notes to FSM6 mobile Important Information

Hello community. We are looking for options on if and how to send critical place or task notes to a technician using FSM mobile and have them appear in the Important Information box. Scenario; a task is assigned to a field technician and there are is a specific note type (i.e. “Alert”) on the related place record. Can we have this appear in the Important Information field on the Home Screen?Thanks,Richard

29 days ago

MaheeshaKDo Gooder (Employee)

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

Breaks Appearing in PSO Workbench for User Without Assigned Breaks

Hi Experts, For PSO users, breaks are appearing in the PSO Workbench unexpectedly. However, in the cloud end, no breaks have been assigned to this user in terms of resource availability, nor have any task templates been designated.How are these breaks being generated for this user, and what steps can be taken to remove them?

30 days ago

ERCJAGATHDo Gooder (Customer)

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

How to identify whether the Task/activity is auto dispatched by PSO

HiIs there any provision or UI field in PSO to identify if the task/activity is dispatched automatically by PSO or manually dispatched by any user in PSO?The same details can be seen in FSM, differentiating a manual or auto dispatch from PSO rather than simply showing IFS_PSO as created by?This will help in identifying the issues related to dispatch at later point of time.

30 days ago

subhodeep.mondalDo Gooder (Partner)

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

Creating New Escalation as Standalone Entity from Mobile!

Hi Experts,I want to create Escalation from IFS FSM mobile app directly without creating it from debrief workflow (i.e. not from request, task). So is there any way I can do that currently whenever trying to do that it is asking for a workflow to be entitled (debrief, quote). So far, I’ve created an Escalation screen but there is no way of creating Escalation from there.

1 month ago

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

1 month ago

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

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