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

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. 

Dears,we have search screen where we are trying to update multiple selected records on selection of checkbox highlighted below.Here we need to validate the selected records using client script by matching the Team id values from selected records. All Task Records related to same team should be if we are selecting records related to other team, there should be a validation alert on screen. by using below scriptvar row=getSearchResultDataTableCheckedRows();row.checked=true;is fetching only 1st record details from selected records, even we are selecting multiple records.validation is failing for multiple records selected. Thanks & regards,Narsing

deHi, I have a situation like this:  1 Service task with 3 demand lines as you can see in the pic.Detail of 2nd rowDetail of 3th row I have several technicians who could meet this case, however for the PSO the activities are unallocated. The PSO does not allocate the activities because it considers that ALL the skills (those on ALL 3 lines) are sent to the PSO as needed for ALL activities. How can I send to the PSO, for that single line only the skills that are needed and not all those needed for entire task? I hope I have managed to explain myself.I attach further images for more details:I know Res:54 is eligible for activity 121:   

Hello Everyone,Can anyone please help me with API requesthttp://1.1.1.1/FSMServerTest/odata/product?$filter=(user_def1 eq 'Qtrap 6500+') and place_id_owned_by eq '3650'&$expand=modelI am getting empty result for this one.I know the reason which is using ‘+’ in filterIs there any alternative way  to use this value to get resultYour feedbacks are highly appreciated Shaik

Hi, I have created a customer order from a work order via the customer order handling option in the menu option. This then creates my connection between WO and CO in which I can get to the CO. However when on the CO I am unable to find my connection to the work order in the related pages. I have seen this working in another environment. What am I missing?  

Has anyone come across a lookup navigation in UI Designer working in the Smart Client but not the Web Client? The same field is working on  another page.

I am preparing a demo on manual allocation. As the connection with PSO Environment is not available at the moment, I’d like to show the manual allocation via Dispatch Console. I have multiple resource demand for a task. So multiple lines of work allocation for the same task.I have created skills and linked them to standard tasks and resources. To assign a resource, I click on the Allocate/Assign button. Currently, I can assign a resource without a specific skill to a standard task that requires a specific skill. I expected that skills could be set as a hard constraint, is that the case? if not can it set to be so? Is this supported by the DC or by manual allocation without the support of the DSE?

Hi All,I am facing an issue that many technicians work status in FSM is automatically changing to Off shift even if there is a valid work calendar tagged to a roster for that time period.Please can you help me why this work  status is changing to Off Shift

Dear Team, How to configure the immediate dispatch upon scheduling in PSO 

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

Hello community.  Looking for input on any experiences and resolutions with port exhaustion on the FSM web client.  We are running FSM6u25 and have seen a recent spike in occurrences of failure of the web client due to port exhaustion.  In the most recent occurrence, we had the # of ports set to 16,384 and now have increased them to 20,384 in hopes of providing some relief while we work on the root cause.  Any feedback is appreciated.Thanks,Richard