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

Hello all,At the moment there seems to be no setting or function to edit or delete the template in the Screen Replenishment Stock. Is there a way for an admin to assign an authorization linked to roles? Maybe I have just overlooked the function. Has someone has an idea how this can be implemented? Best regardsLars Gießler

Hi, Do we have any way to navigate to new screen, while clicking on button, for example , if we have a task button on request screen, it should navigate to task screen. 

I want to mask some of the field content in FSM. Does anybody have any idea to do that?

The client is organized in Service Organizations and Service Delivery units, and both resources and tasks can be traced back to a combination of S.O. and S.D.U.As concerns scheduling, their requirement is to manage all resources/tasks of a Service Organization within the same PSO View.At the same time, they want PSO to respect the Delivery Unit constraint: meaning that Tasks assigned to a given Delivery Unit should be taken over only by resources of the same D.U.The viability of this is also corroborated by the behavior of the Apply Constraints function: EXAMPLEThe Service Organization 1121 has 2 Service Delivery Units, 221 and 222.I created a dataset for S.O. 1121To prove the point, I created a scenario where all 3 resources are of the Delivery Unit 222, whereas the Requests (Tasks) have been specifically created for Delivery Unit 221.Unlike I would have expected, the 221 Task has been scheduled on a 222 Resource nonetheless.Is this behavior wanted or to be regarded as a bug?Are there

We are considering using the Repair Board in FSM U27. We currently use Repair Centre. From what I can see, the Repair Board is only present in the Smart Client and not the Web Client. Is that the case or is some menu configuration required to see it in the Web Client?Thanks,Barry

Hi everyone,  Context: The need is to derive the team responsible for the area/polygon and store that same team in the task, being that the FSM will receive only the coordinates (latitude and longitude). The information that is present in the FSM are the coordinates of the extremities of each polygon and the team responsible for it. Objective: Every time a task is created without indicating the team responsible, the FSM, through the coordinates (latitude and longitude) it receives, identifies in which polygon these are inserted, and if it matches, updates this information in the task. Question: Does anyone know a feature in FSM that allows to identify a polygon through coordinates (latitude and longitude)? Best Regards, Pedro Branco

Hi Experts,In FSM mobile  there is this paper click icon where we can upload attachments saved in the mobile storage.When I launch this, it will direct to the mobile storage BUT non of the files are visible here. I would expect this should allow us to attach different file type such as pdf, txt, docx, jpg etc but none of them are shown though the files are actually exists in the storage.What is causing this issue, I have given Storage permissing also no Blacklist for these file types?    But files exists in the folder. I check all other folders as well but nothing is shown.Thanks,Kasun

Is it possible to create a custom field that would allow for a working link to a network file location.I can create a custom field where I can store a url for an internet location, and that works fine. But have not been able to get a network location link to work.have tried file://path and file://///path Currently they are using Sticky Notes for this information, which is less than IDEAL since this is not secure in that anyone can delete them, but also since sticky notes will be deprecated in Cloud, the information would not be transferable in the upgrade. Any alternatives would be appreciated….

Hello we have a requirement for overriding the cost codes in Request Work Tasks(service Management). this option is available in work task screen not in Request Work Tasks. is this option is available in Request Work Tasks screen ? or is this provision is provided in upcoming updates ?  

I am not able to migrate user through Data migration tool. It is failing in input container for 24R1

Hello All,I need details of connectivity architecture of FSM and PSO. Anyone having any references available please share. In current scenario I need to connect FSM (Hosted in client network) with PSO (Hosted in IFS cloud).  

Hi All, What is the exact difference between Fault Type and Fault Class? The explanation on the help files does not seem to give much help.  Both talk about technical and financial analysis of costs. Both are related to WO reporting… Best RegardsRoel    

In PSO, when a user is given the default permissions, they can view all the details of a specific resource—such as the ID, mobile number, and location—within the RESOURCES section under SCHEDULING. I want to restrict what the user can see, so they can only view certain details that I choose, instead of everything. Is there a way to control or limit these viewing permissions for resources? 

Hi IFS Community, I am trying to increase the attachment file size limit from the default 5MB to 100MB, in which I have changed the app params and IIS server’s maxAllowedContentLength in the web.conf file, however I am faced with the following error message when uploading an attachment: Http failure during parsing for https://localhost/WebClientPortals/api/fsm/performSequentialDependentBatchRequest Has anyone faced a similar issue and how did you solve this? Thanks in advance,Austin

After changing the display of some fields in list of tasks and saving Screen Settings, some fields disappear from the list of tasks, namely Task Category and Team ID. This is after making the changes and saving the Screen Settings.This is after closing the list of tasks and opening again after having saved the Screen Settings. 

Hi PSO experts,The scheduling guide indicates that “A location can belong to more than one region”, please see screenshot below. Unfortunately an example is not given for this scenario.We have a requirement from the client, which indicates that 2 work orders can have the same geographic location but be “tagged” to 2 different regions. The regions are used as a mechanism to group disciplines. Work Order Location Region WOA002 RP0307997 ME01A WOA003 RP0307997 ME51A  My payload below works only partially. Because both activities get allocated the same region ME01A. The region ME51A is ignored. Please see last screenshot. Please notice that we have renamed Regions as “Field Manager”.  <Activity>    <id>WOA002</id>    <activity_type_id>MMR001</activity_type_id>    <location_id>RP0307997</location_id>  </Activity>  <Activity>    <id>WOA003</id>    <activity

Hi,In report screen want to get data according to date.so in report admin in dataset i have added the query and added parameter. Still not getting data.  In report screen how to add calendar filter without time. below i have added my query and attachment for referenceselect e.user_def12 as bus,e.user_def5 as busno,convert(varchar,e.created_dttm,103) as CreatedDateFromEscalation ewhere and convert(varchar,e.created_dttm,103) ##Createddate $$CreateddateIs there any mistake in my query??Please suggest.  Thanks in advance

Issue: In mobile we have our technicians updating the work status from off shift to on shift. Every now and then PSO doesn’t show this event log of going on shift and a task or activity doesn’t get assigned to the specialist.This creates downtime as they have to call in, customer is getting serviced in a timely manner, and there are reporting concerns with having to go off shift and back on, plus the overhead for pso to recalculate anything as it clears their board as they go off shift.We can see the change in FSM too as we have it being recorded on their person record (person_event).I have looked in PSO using Audits, but I am unfamiliar with the schedule_event, event type id, such as RO or BF. Questions:1) How should I be using the Audit screen to look for this change in work status?2) Is there something else, such as looking directly at the FSM or PSO tables? 3) Exactly how do I need (i.e., specific stesp) to find whether or not PSO has the change in shift?​​​​​4) Has this issue been

Hello,We are working on implementing PSO for a customer and most of the activities in gantt will be on regular dates and will be assigned to the preferred resource. The activities are coming from recurring service programs. However, if the preferred technician is unavailable, PSO will reschedule the activities and give them to someone else. In this case, the customer would like to see on the gantt when there were automatic changes made by PSO. Have you encountered such a scenario before or does anyone have any idea how this could be possible? Thank you very much,Iulia

Hi Experts, Would like to know the app param Export Task Categories functionality. If we have any tasks with not null task category and if we set the app param Export Task Categories value as Null, should we map the app param value to not null values and do not leave the value as Null incase we do not want those tasks to go to PSO ? Do we have any other option or another param which can be set to restrict these tasks from interfacing to PSO?  

Where in the cloud can i see the status of a service resource if they are clocked in or not. client needs to be able to report on this for safety checks.

In the task_dispatcher screen, it is possible to right-click in any field and set a Lookup Navigation.However, when we select the "Mass Update" button and then click the pencil icon, we can only add fields to this list.We would like to have the ability to add a Lookup Navigation to the task.person_id field in the Mass Update popup, because according to support case CS0257267, this feature is currently not feasible.  

Hi experts!  There is a need to setup some Audits for a customer for some tables they frequently work with. I know these logs get stored in the metrix_audit table. Considering the long run, there will be a high number of records in this table after some time. Therefore, does the baseline FSM application clear these records automatllcally from time to time? If not, is it possible to implement such a feature and how can this be achieved? Regards,Buddhima

Hi All, Since yesterday, I have an error in the dispatch console when I try to choose one of the datasets (001) or if I click on Show more in the DC Resources block for dataset 001. Everything work fine in the Scheduling Workbench. I have attached a text file with the full error message. Could anyone help me or lead me on how to fix/understand this issue?

HiIt is possible to split the Pool Folder in MWO up in Subgroups? Would increase the overview and make it easier for the technicians to find their jobs.