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

bucrobsiredSidekick (Customer)

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

PSO wont commit to one specific job. all other jobs are being committed. one job sits at the front of an engineers timeline, allocated, but not committing. when another job eventually leapfrogs to the front of the line it commits. the job allocates to a resource, so there appears to be nothing wrong with the job. the engineer gets other jobs committing. when the job gets allocated to another engineer it sits with that engineer as allocated but wont commit again, blocking any other commit. does anyone have any ideas?

492

1 year ago

gkaaihue

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

User and Groups in PSO

Is there a way to filter user by the group that they are assigned to? Or to view all the users assigned to a group in the UI? I know we can pull the XML of the org and look through that but just looking for a quicker/ cleaner way to see who is assigned to a specific group.

932

1 year ago

Kerry SitlerDo Gooder (Employee)

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

Part Usage is sending a delete stock_serial_id to all mobile users

We found during an audit of the mm_message_out table, that all mobile users a receiving a delete for Stock_Serial_id even though that sync rule is currently setup as a Batch_Delta. After further testing we have narrowed this down to the Part_usage process. When a serialized part is used on an Install Part_Usage, it appears that the system is generating a delete message specific to this serial_id for all mobile users. Is this something that is part of the baseline part_usage functionality? I cannot find anywhere in the sync rules or extension actions where a delete would be generated based on the part_usage record. If this is a part of baseline is there any way to configure this to only send the delete out based on an ownership query (i.e. only send to users who’s Place_for_stock was the original place of the Stock_serial_id record?

450

1 year ago

spillman1301Do Gooder (Employee)

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

IFS Cloud 22R2 - Associating multiple Person records to the same Location ID

Question for the Community,Is there a way to associate multiple Person records to the same Location ID vs. creating new Address ID’s?

181

1 year ago

CpatelSidekick (Partner)

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

Custom Attribute not available in Page designer?

Trying to add a custom Attribute to the Work Task Screen however the created custom Attribute does not show up in the field list. Trying to add to the Work Task (JTTask).the custom attribute was added to JTTask from the Entity Configuration and published.When i go back to the Page Designer on the Work Task screen and search for the field. no fields show up. Would anyone be able to shed some light?

4103

1 year ago

KMUKILDo Gooder (Partner)

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

IFS FSM Reports - Get FSM Logged In User ID

Hello Everyone,We are developing a report and In that we would like to show the current FSM logged user name in the report footer. Please assist or give your inputs to proceed further.Thanks.Mukil K.

1190

1 year ago

Sven SchmidtDo Gooder (Customer)

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

Bulk Upload & Delete Calendar Exception

Hey all, we start few weeks ago with the project team to migrated to IFS (and PSO).At the moment we use a lot of N/As (Vacations / Flex-Time / Illness/ Trainings ...) We also know that it be possible to upload N/As via Bulk Upload, but will it be possible to delete them? For example we make a half year planning with Vacation / Trainings different Shifts and so on, and now the Technician will be ill for long time. Did we need to delete all Calendar Exception by hand or could we do it via Bulk-Delete or something like that? RegardsSven

401

1 year ago

anushakhSidekick (Customer)

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

Task demand deletion gives error--MWO transferred

A task is transferred to MWO & I need to delete it. I cancelled the assignment but still the task stays as “Transferred to mobile” as Yes due to which I am unable to delete the demand in the task. Any idea how can I make it to N so that I can delete the demand in task?

471

1 year ago

Charlotta CDo Gooder (Customer)

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

HTM V4 Scandinavia - adjusting default travel time when route includes a ferry

Hi! Is it posible to adjust the default travel time for when the planned route contains a ferry? We have a lot of coastal islands and a few of them ar reached by ferry, however, the ferry has many departures and only takes a few minutes. The defaut travel time seems to have a markup of one hour each way when in reality the travel only takes about 20 minutes with maximal waiting time for the ferry. We are using HTM V4 Scandinavia Thanks in advance

341

1 year ago

anushakhSidekick (Customer)

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

Dispatch console --drag & drop issue for a task

In dispatch console, when task is dragged & dropped against a technician name to assign, it gives an error “Allocated hrs should be more than 0” while the task has allocated hours defined. This comes very often but not always, not sure is there any particular setting need to make it work,

321

1 year ago

jantonioDo Gooder (Customer)

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

Change map to satellite mode in FSM webclient

Is it possible to change the map view in FSM webclient to a satellite view like the image below?

742

1 year ago

drooijSidekick (Customer)

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

Mobile - Sync rule not trigger delete transaction type

Hi all, I created a custom view which (in short) basically copies some values from the task_text table.I updated the Related Query in sync rule for TASK_TEXT. So when I add a note in a Task, it will populate the mm_message_out. So far so good.But when I delete a record (note), it will not trigger a delete transaction type for the related query.Is there some settings I need to do in the Extract rule or something? Or on the metadata table? I used the related query inside the task_text because setting up a sync rule only for that custom view isn’t working. It works when it’s on Batch Delta, but then also, not delete record is triggered..

1042

1 year ago

StejonatLDo Gooder (Customer)

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

How to add workflow condition to screen in Mobile Designer

Hi Guys, I am unable to add a workflow condition script to one of the screens in Mobile Designer.This is for FSM Mobile app. 6.18 I realize that screens with the pencil button as below has the workflow condition field, but screens without the pencil does not. How do I enable, add the workflow condition field to screen in Mobile Designer?

929

1 year ago

Heraghty123Sidekick (Customer)

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

FSM Allocations - standard behavior when Scheduling a Task

What is the baseline, expected behavior of Allocations in FSM in the event that a Task is returned to Open status in order to un-schedule it?Currently we are seeing tasks being committed to handheld device even after they are returned to Open status on the client, when our auto commit / scheduled process runs 48 hours before planned start date.Thanks

685

1 year ago

HDZRISHABHSidekick (Customer)

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

Can't see resource shift on dispatch console

We assigned shift to resource but it doesn't show in dispatch console .

824

1 year ago

HDZRISHABHSidekick (Customer)

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

Recurring shift pattern for resource

We want that in calendar technician should be visible 14 days as working and 14 days as on break for each month for the whole year. How this can be achieved.

1263

1 year ago

AdrianEgleyHero (Customer)

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

PSO - ABE offering appointments on PRE Req activities

Using PSO version 6.8.0.21.Looking at getting Appointment Bookings during some other testing and noticed that a slot was offered when I wasn’t expecting it.I’ll put the example below, as it’s not liking some of the information I am adding.

100

1 year ago

AXGADROALDODo Gooder (Customer)

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

Number of Sync error?

How to get the number of sync error using Client Script for mobile only?

140

1 year ago

Alex ChntDo Gooder (Customer)

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

Service Object 360 "financials" Tab

Hi Community, I was wondering how the Service Object 360 “Financials” Tab is updated. Indeed, I run my process with a new demand, inclunding ressources and materials, all the way through the invoice to my client. However, I don’t have any update on the “Financials” Tab as you can see below. Am I using it the right way ? Some parameters are needed ? Is the Tab not the purpose of my questions ? If not, can you please explain how do I have something updated on this tab. Thanks a lot for your help, Regards.

656

1 year ago

MADDo Gooder (Partner)

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

Error message : create DOP structure

Hello,I tried to create the structure of a DOP, but I have the following error message : “ A configuration has to be present before an order is Planned” whereas the configuration has the status “Completed”. I tried to create the structure of a DOP on an other site / part and it doesn’t works as well with the same errror message. Thanks a lot in advance,

841

1 year ago

buddhimaSidekick (Employee)

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

XML returns "Empty path name is not legal"

Hi experts, This customer is getting an error “Empty path name is not legal” when they run the following XML after upgrading from UPD14 to UPD22. This error only occurs in the On-premise env, and the cloud env works fine. This issue occurs for both custom & baseline reports. The app params are set as follows: Have I missed anything?

1688

1 year ago

LevOrjanMSidekick (Partner)

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

Work task filters for Techportal and MWO

My customer have started to use TechPortal and MWO. For some unassigned work they need functionality like work task filters in order to display the right unassigned work to the right groups of people. Resource group is not accurate enough as a filtering criteria.Unfortunately I can’t find any functionality like this in Techportal or MWO.Is it available?If not, is there a roadmap for adding these features?My customer is today running IFSAPP10, update 16 but will start ugrading to Cloud in the near future.

330

1 year ago

ERCEUPENSIDo Gooder (Customer)

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

WHAT is table name for monitor scheduler?

411

1 year ago

EVongDo Gooder (Customer)

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

More detail in the Activity Detail Pop up

when hovering over an activity, we currently only see ID, START, END, DURATION, RESOURCE. is it possible to customize this further to include other details, such as customer name, address?

533

1 year ago

InADaysWork

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

FSM to PSO Booked Appointment Gantt Chart Allocation Naming

Is there a way to have FSM-Appointment-Booked activities in PSO labeled “Booked” or with a different color/colour to regular allocated activities? We would like to visually display which activities in PSO have been appointment booked from FSM.

402

1 year ago

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

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