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

This will include questions related to FSM and PSO.

  • 2,546 Topics
  • 6,713 Replies

2546 Topics

JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM WebClient: How to delete note created by other user

Hi,in FSM Webclient it’s only possible to delete a note which was created by the login user.How can a note be deleted by another user?Is there any setup defining it?     

15
M
Sidekick (Partner)
1 year ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Cannot insert/delete data of (custom) table

 Hi all,I created a new table to make the description of task-template can be defined based on language, and have setup the custom metadata.Table definition is:CREATE TABLE c_task_template_descr( task_template_id NVARCHAR(32) NOT NULL , locale_code NVARCHAR(128) NOT NULL , ext_description NVARCHAR(256) , created_by NVARCHAR(32) , created_dttm DATETIME , modified_by NVARCHAR(32) , modified_dttm DATETIME , constraint c_task_template_descr_PK PRIMARY KEY CLUSTERED (task_template_id, locale_code))Custom metadata - Relation Def: Inserting the data from Task Template screen (custom) returned an error like shown in the screenshot below. FYI, the first data I inserted using SQL DML statement, insert.Using XML message,  <perform_mass_insert>  <parameters>    <select>    </select>    <update>      <update_c_task_template_descr>        <c_task_template_descr>          <task_template_id>PM</task_template_id>          <locale_code>D

3
Shneor Cheshin
Superhero (Employee)
1 year ago
S
Do Gooder
seedaDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

DateTimeNoTZ in web client

Hi All, w have requirement to show few datetime related columns show same values for all FSM user irrespective of logged in users machine time zone .  we have a setup in custom metadata with mask type as “DateTimeNoTZ” . this functionality working fine as expected in Smart Client. Web client , it is not working . even though we configured masktype in UI design . is there any setting need to be done separately to show same value as smart client ?  . please note that this requirement  is only for few fields a nd not  for entire application 

5
Shneor Cheshin
Superhero (Employee)
1 year ago
aathi
Do Gooder (Employee)
aathiDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Device needs to be reactivated

Hello Experts,Could you please assist me with a concern related to the FSM mobile app?A customer has reported that some users need to reactivate their mobile device, and I have attached a screenshot for reference. I have been advised to delete the mobile record from the PERSON_MOBILE table as a workaround. However, I would like to understand when and how this is happening, and if there is an alternative solution to allow the affected users to access the app without deleting the record from the PERSON_MOBILE table. Would appreciate any assistance you can provide.Thank you and Best Regards,Aathi

5
D
Hero (Employee)
1 year ago
S
Do Gooder (Customer)
Shamika_EluxDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Bucket Resource Task Commitment Issue

Hi Team,When we resource lock a task to the ISP bucket (resource lock and date&time lock), and afterwards we try to commit it. We see that this task then gets committed to today (ie sysdate), and not to the day that it was originally planned (and date&time locked). This creates issues and great risk and impacts ISP bucket implementation deployment.Steps to replicate issue :1. Task is unallocated.2. Try to allocate task to ISP bucket by resource lock and date&time lock to ISP bucket resource.3. Commit the task.4. Task gets committed to today instead of actual date when it was planned.Can some one please help on this urgently?@Sajith Anushan  @Bhanuka Abeygoonawardana  @Paul Smith  

6
S
Do Gooder (Customer)
1 year ago
G
Do Gooder (Customer)
gannersDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Sample XML FSM API group_by

Hi  I am new to building SQL statements using XML to send to FSM. Are there any samples of building a fairly simple query which contains an aggregate function and a group by statement.I can’t make it work - I keep getting an error“The argument tableNameIn does not contain a valid value”The SQL is quite basicSELECT s.part_id, s.place_id, s.[location], COUNT(s.part_id) AS stock_qtyFROM dbo.stock sINNER JOIN dbo.stock_serial_id ss ON (s.part_id = ss.part_id AND s.place_id = ss.place_id AND s.location = ss.location)WHERE s.part_id = '12345'AND s.place_id = 'FOOBAR'AND s.location = 'BARFOO'AND ss.usable = 'Y'GROUP BY   s.part_id, s.place_id, s.location, ss.usable CheersGanners 

4
JuniSihombing
Hero (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

default time logging in MWO

hiIs there any option to default the start & stop time for technician on MWO as mostly will have a regular fixed shift? 

0
A
Sidekick (Customer)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO : Task Splitting : Automatic Scheduling

Hi Team,We are exploring if there are any configuration or alternate solutions to split a Task according to the Tech Availability. FSM defines a task with 8 Hrs but can be split into smaller chunks of minimum 4 hrs to scheduled on subsequent days.

2
C
Hero (Partner)
1 year ago
V
Do Gooder (Partner)
VikrantDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Unallocation and allocated but cant be commited issues

hi community members how to allocate this unallocated activities because it shows the error  

1
Alexander Heinze
Superhero (Employee)
1 year ago
V
Do Gooder (Partner)
VikrantDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Dataset Workflow

Hi can anyone elaborate how is data flow from modelling dataset to scheduling dataset and to pso.

1
Alexander Heinze
Superhero (Employee)
1 year ago
R
Do Gooder (Employee)
RaghavPasrichaDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Map functionality possibilities in Schedule Board

Hi,The aim is to understand if and how the below Map functionalities can be provided in Schedule Board and its integration with BING.It seems that the FSM Schedule Board/Maps don't allow any possibilities to configure Maps via UI Designer in order to configure the below possibilities.Looking forward for any inputs helping to configure any of the below.1. Possibility of doing zoom in the map using mouse scroll on webclient. 2. Visibility of tasks of the Teams on the map. Currently, it is possible for only one team3. 'Show Textual Directions' option on the webclient. On the smart client, in addition to the resource route displayed when the resource has tasks in different locations.     the textual directions are available  for the resource traveling to task destination are available.4. To have color legends with the task status meaning denoted on the maps 5. Add the satellite mode to the visualization of the map. Additionally, if it possible to add several layers over the map, meaning in

2
R
Do Gooder (Employee)
1 year ago
A
Do Gooder (Customer)
ACXSCHUBERDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Questions for 6.11.0.9

Hello,Just installed the version 6.11.0.9 and there are som issues that users complain about.The new default color of shifts in gantt is “to” grey, is there any easy way to change that? in some of the moddeling views, for example resource and skill. when you click a skill and like to add a availability you can only see 3 rows, is there anyway to change that. Difficult to get a good overview.  And we got a huge amount of sessions after upgrade, anyone seen this problem?

1
sarugb
Hero (Employee)
1 year ago
H
Sidekick (Customer)
Heraghty123Sidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Utilization Template

My understanding of the utilization template is to configure a maximum utilization per shift on a horizonal scale, ie number of days out before taking effect.In my example, is the DSE constrained as follows:30 days and more from todays date, limit utilization to 50% and no more10 days - 29 days from todays date, limit utilization to 75% and no more3 days - 9 days from todays date, limit utilization to 90% and no more If I’ve got that right, this example contradicts that:37 days from today’s date a utilization of 61% is allowed: I have applied the template to the shift and implemented that shift on the tech in question      Is there anything I’m missing or not understood correctly. Thanks

1
sarugb
Hero (Employee)
1 year ago
T
Do Gooder (Customer)
tgendenDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile web config: HTTPS for IStreamingService

We have a security mandate to use HTTPS for communication between DMZ server and internal network.In this case, attempting to update the Mobile web config so IStreamingService works via HTTPS.We tried changing the port to 443 but it gives us an error.Please advise if we need specific values for the following parameters, or anything else we are missing:bindingbindingConfigurationcontractname currently using:<endpoint address="http://acme.inc:80/FSMDev/M5Service.svc/IStreamingService" binding="basicHttpBinding" bindingConfiguration="BasicHttpBinding_IStreamingService" contract="M5ServiceReference.IStreamingService" name="BasicHttpBinding_IStreamingService" />FSM version: 6 Update 4Build: 7327 

1
roklde
Superhero (Employee)
1 year ago
Z
Do Gooder (Customer)
ZEPWAYNEHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Showing the reason for Absence

Hi All, In PSO when an absence is booked in IFS Cloud it feeds through to PSO as Unavailable. Is there a way of expanding this to show the reason for the absence or is the only option we have is Unavailable? Thanks   

7
Z
Do Gooder (Customer)
1 year ago
E
Do Gooder (Partner)
ERCKOMALKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

The value for column 'sso_user_id' in table 'person' is DBNull

Hi Experts,On running load job, we’re getting this error: The value for column 'sso_user_id' in table 'person' is DBNull. Please suggest

3
roklde
Superhero (Employee)
1 year ago
R
Do Gooder (Partner)
RojaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Non part usage transaction amount value for travel line code differs from actual amount

When a technician travels, there is an entry in the transaction amount field in the NPU usage(labor and expense) in seconds.But sometimes it differs from the actual time spent in travel in one of the env.total travel by the event logs is 10.06AM-9.07 AM= .98hBut the amount is 2354=2354/3600=.65hEvent Kindly help to understand the deviation and relation between these fields.

0
R
Do Gooder (Partner)
1 year ago
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Assign Work Order to indivdual

I’m currently on App10 UPD9.  Trying to implement PM Actions.  When the WO is created I would like to be able to assign the tasks to a team or individual.  Does anyone have helpful hints on how to do this? Thanks,Elaine

2
E
Sidekick (Customer)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : Mobile : Dont show certain screen when Back button is clicked

Hi Team,Navigation is from custom Screen 1 to custom Screen 2Screen 1 needs to be shown only once & not when the user click Back button from Screen 2.Can this be achieved, please provide any pointers or samples for the same. NOTE : We tried using the Workflow script & the refresh script, both dont seem to get a chance to do the validation.

1
Shneor Cheshin
Superhero (Employee)
1 year ago
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

XML - Latest Record

Using XML, is there a way to grab the latest record? In the below example, there are multiple “OPEN” records associated with the task_id but I would only want the latest record. Also is there a resource to learn more about XML and FSM?  <data_constraint>        <constraint>          <left_operand>task_event.task_id</left_operand>          <operator>eq</operator>          <right_operand>@task_id</right_operand>        </constraint>        <constraint>          <left_operand>task_event.event_type</left_operand>          <operator>eq</operator>          <right_operand>OPEN</right_operand>        </constraint>      </data_constraint>

2
Q
Sidekick (Customer)
1 year ago
T
Sidekick (Customer)
tobias.duraiSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Error installing PSO 6.11.0.5 (Kubernetes)

Hi!We get the following error when installing PSO 6.11.0.5 via cli using the Kubernetes option.Command:Linux Setup/installer -cli -yaml -s "values.yaml" Excerpt from config file values.yaml:deployments:  # Global deployment options  global:    # Auto-scaling of deployments    autoScaling:      enabled: false We experience the following error:Cannot use file stream for [/builds/fsp/dito/infrastructure/pso/PSOInstall/PSO_6_U11_D5/6.11.0.5/Linux Setup/installer.deps.json]: No such file or directoryProcessing settings fileVerifying details fileLoading Kubernetes contextsLoading namespacesChecking for existing installationValidating kubectl and kubernetes versionValidating imageValidating database connections - Please WaitRetrieving application connection details - Please WaitValidating database connections - Please WaitRetrieving Organisation information - Please WaitCreating Actions - Please WaitPause Helm deploymentsThreeSixty.Shared_Classes.ProcessException: error: no matching resources

15
T
Sidekick (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

WO details in Task in MWO

hiIn MWO, I can see a work order menu item in task details but I can’t see work order details. How can I see WO details? or specifically WO attachments? 

0
A
Sidekick (Customer)
1 year ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - Mandatory signature completion task

Hi All, As a follow-up to topic  Is it possible to edit the signature mandatory function? I notice in Android it isn’t mandatory, but in IOS you can’t complete a task without a signature. 

4
Shneor Cheshin
Superhero (Employee)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : Stock replenishment : Set Request Type

Hi,While generating the Stock Replineshment, the Requests are created, but without any Request Type.Can we default the Request Type for these kind of Requests.If Yes, can you please assist with the same.

1
H
Do Gooder (Employee)
1 year ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Setting up a default time in MWO screen timesheet

Hi ,We want to set up a default time in MWO screen where technician fills time report .How this can be done? 

0
H
Sidekick (Customer)
1 year ago

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