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

How we can know that from where the value of field “Created By” derived for any kind of transactions

Hi all We have a customer using FSM (6.22 build 8362) and PSO (6.10.0.13). Previous to upgrading they could see the group the user was a member of, however it appears that during the upgrade Admin group has been dissociated form the users but weirdly they kept the admin rights. This is the same for viewable datasets, The solution used was to add 'viewAllDataSets' permission to the default set which seems to work. Still, the sudden change without any traceable mention in the change log  is worrying - same applies to Admin groups removal. Is there a known bug that could cause this change during the upgrade ?Thanks for your help Keith

Is it possible to add a column to the “Open Requests at Place” popup that fires on the Request screen after entering a place_id? We want to add Request Type to the below. Looking in UI Designer I though this was the “OPENREQUESTSFORPLACELOOKUP” screen however it appears that is not the case. Is the screen in the screenshot modifiable?Thanks,Barry

Hi,I am trying to create a break that appears as white space between the green-colored shifts in the shift templates, but I cannot find it in the resource planner. Please can anyone explain the reason.  

Issue Description:The customer has encountered an issue where the FSM Mobility app/Windows mobile sends the local time instead of UTC to the server for the location_as_of field (related to GPS fix). This issue is causing problems, particularly when the GPS fix is sent with the wrong time, as it prevents users from receiving task allocations for the rest of the day.Example: A technician in Western Australia (UTC +8) sent a location_as_of value of 12:50:00, but the correct UTC time should have been 04:50:00. Due to this mismatch, PSO interprets the technician as unavailable for further task assignments.In some records in the above screenshot, you may notice that the value of location_as_of (the first column without a column name) has a significant time difference of over 8 hours compared to created_dttm and modified_dttm. Product Version: FSM 6 Update 26Business Impact:The incorrect timestamp blocks technicians from receiving additional tasks for the day, leading to operational inefficie

To Preface: We use two different task status’: one to represent that the task is completed and the request is completed. Another to represent that there is still work to be done on the request, so the task gets “rescheduled,” and a new “follow up” task gets created. The Request remains Open until the last task is completed. The work on the rescheduled task is essentially completed. Currently we have a time clock BR that does a perform time clock event generation when the task status changes. Also, side note: there is a value BR (before update) that will change the Completed task status to Reschedule if it needs to be rescheduled.It appears that the time clock rule can only evaluate one Stop Action. Question 1: Does the time clock rule only evaluate and use the first Stop Action even if the value that we define doesn’t match the task status?Please see pics 1 & 2 below to see the result of a Rescheduled Task. Fortunately the total labor time is calculated and still gets created even

We have user’s who are visually disabled. What are your recommendations for accessibility add-ons for the web client?

Hi, We are using rental functionality of IFS Cloud. When we generate the rental transections, UOM comes as Hours. What setup is required to see that the UOM on Cost and Sales lines should be Day not Hours. For Example:  We commissioned (Start Rental) a Tool on 23-09-2024 13:00 PM and decommissioned (End Rental) on 23-09-2024 18:00 PMNow we generate the rental transection, the UOM on Cost & Sales line for different scenarios will be as follow: (Period Rounding - None) : UOM - 5(Period Rounding - Daily Rounding) : UOM - 24 ( 24 Hr = 1Day) For 2nd Scenario, I need the UOM as 1 not 24. Am I missing on some setup or how we can achieve. 

We have noticed that since updating PSO to 6.13.0.9, we are no longer seeing Canadian time zones anywhere in PSO.Have they been removed?Could there have been a step missed in the update process that left these out?A couple of Canadian provinces have unique time zones that would not be replicated in the US (Saskatchewan & Newfoundland for example) 

We are trying to setup FSM server and PSO server on two separate domains. FSM is on prem and PSO engine is on Cloud. We are trying  to  create connections using a middle layer (Mulesoft).  Can we get some expert advice on what configurations need to change both in FSM and PSO to be able to talk through Mulesoft. (The PSO user credentials are saved in FSM sever). (Both for sending dataload and receiving the broadcast)It is really urgent.  A response would be appreciated.(Currently the FSM/PSO on prem is configured and works well). However, the PSO is now being moved to Cloud.

For some reason in our non-prod environment, the integration schedules stopped running two days ago and the next run date was set to be 2 days in the future.  We have also seen this happen following a shutdown/restart of the server after maintenance.  Is there a way to adjust these manually?  There is no adjustment in the configuration screens nor does restarting the Monitor Service does fix the issue.  

Is it possible to connect Power BI with the FSM6 database to generate custom reports?

HiWe want to lock the format in the Remarks fields for some of the Work Steps in MWO. Some of them shall have dates, some shall have time.Others shall remain as text fields. Does anybody have know of the possibility for such changes?

We are looking to create a quiet period in the application (FSM6u25) during which daily database jobs can be allowed to run without interfering with or being interfered by scheduled FSM processes.  Is there a native way in the application to pause all scheduled processes at, for example, 12:30a and resume at 4:00a to allow for the db indexing and back-ups to take place?Thanks,Richard

Hi Team,There is a requirement in mobile application. Client wants me to add save button instead of Add button. Now add button is also for save the data. So, could you please suggest how to do that. please find the attachment below for reference. Thank you in advance

How can IFS Appointment Assistant be accessed? Is it a separate application that needs to be purchased and integrated with IFS Cloud. Does this also support confirmation of appointment by customers through IFS B2B portal or does it has its own customer login to help us with appointment handling?Are there any detailed document on setup, transfer of dataset and appointment functionality?

Our business has some activities that will not allow travel.  As in the customer is not willing to pay travel time on these work orders as they know that there will be other work orders that will already require travel, and the work can wait until such time as we travel to the site.These will be separate work orders as the no travel work order will likely be open before a PM work order.  We do use a specific priority ID for the work tasks that have this requirement, so are easily able to identify them.I have not been able to find any setting in PSO or IFS Apps 10 that marks an activity as not allowing travel and needing to be done while onsite on a per work task basis.  Only those settings surrounding the travel of the resources.We are aware at times this will lead to the activity going unallocated for periods of time and accept that inevitability, but since we will not be paid for the travel on these, we never want to schedule travel on them individually, only when we have other work

Hello everyone, We have created two users in the cloud with slightly different authorizations. For one user (with fewer permissions), we can see all resources in PSO. For the other user (with more permissions), we cannot see random resources in PSO.Both users are assigned to the same datasets, groups and permissions in PSO.Does anyone have an idea what the problem could be? Thank you,Anatasiya

Currently tickets are getting assigned based on FT Skill, FT Availability, FT Cost & FT Travel duration, I would like to get Site Calendar to send from FSM to PSO , so that system can assign the job properly. Currently some site are 24*7, Some are access only during business hrs, but PSO assign all the job based on above 4 Parameters, it doesnt consider Site open timing, due to which task get assign during non accessible timings.If Site accessable time will open for some time then PSO should not assign the job any one.

Hello,Within IFS 10, is there an API to transform a date in DD/MM/YYYY format into MM/DD/YYYY format?Thanks . 

Hello community.I’m looking for help to identify the parameter(s) in FSM6.25 that determine the number of open bill schedules.  In our current configuration, we are generating 1 for annual, 4 for quarterly and 12 for monthly which creates certain challenges when it comes to maintenance and reporting activities.  In actuality, we really on need the next bill schedule to be generated.  Any suggestions?Thanks,Richard

In our product set up, we use PSO in tandem with IFS Cloud WO Management. PSO continuously schedules and optimized work-tasks, and broadcast plans back to Cloud.What I’m trying to understand is how/when data is being exchanges between PSO and Cloud. I can see in PSO when data is being broadcasted, but I have not yet found where in Cloud I can see how this plan is being processed.Can anybody put me on the right track?

Are conditional required fields possible in the FSM Smart Client?For example, if REQUEST.REQ_TYPE = “Some Value” then  REQUEST.USER_DEF1 is required else it is not required.Thanks,Barry

Need to get some info on the Daylight Time Saving in IFS PSO.

HelloUsing the date parameter and any of the selection parameters it works perfectly, but when I use Model: It doesn't work.I am sending the main screen where the documentation indicates that it must have a model and a location:   I am sending the scope screen where we can see the model and the location that is ideal for the recurring service.  As you can see, there are scopes, this is where the problem occurs, if I use only the start and end date it generates the request and works as it should, but if I use the model filter it doesn't work  This is the error presented when I use model, I need it to work.  The service object is functional