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

2698 Topics

MadhurDo Gooder (Customer)

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

Mass upload of data to work report lines in IFS cloud

Do we have any tool using which we can upload data directly to IFS cloud work report lines via excel upload.

1 month ago

etmshiySidekick (Customer)

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

TDCMANIRULDo Gooder (Customer)

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

PSO Filter needs to be removed/updated

We have the problem at PSO 6.11.011 (it is fixed in later version), where columns was merged together.Previously we solved it by delete the account and create it again - exactly with same credentials. Has done it for 2-3 dispatchers several times.For one of the users, we used the same solution. But as he was the owner of the Filters, he is no longer able to delete old created filters.Can anybody advise what can be done to solve this problem? Can we delete this filter or change the owner of the filter from database? or from the application itself?Please note that I can not find the table which contains this filter details. Can somebody guide here?

1 month ago

gkaaihue

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

Modifying Individual Shifts in Advance Resource Planner without Applying a Template

Issue Description:In our organization's PSO environment, we have a large amount of technicians with diverse shift types, where each engineer may have their unique shift pattern. Due to the dynamic nature of schedules, frequent modifications or creation of new shifts lead to operational challenges.Current Challenge:The issue arises when we need to adjust an individual's shift without altering the entire template. For instance, we may need to change an engineer's Wednesday shift for a single day to a different Category and apply a specific Rule Collection for that specific day. However, we observe limitations in applying a single-day shift change within the Advance Resource Planner.Query:Is it possible to modify an individual's shift within the PSO Workbench to change the Shift Category and incorporate a Rule Collection for a distinct day, without applying a template for that day's shift? While we understand the feasibility of accomplishing this through API integration, we are seeking gu

1 month ago

SDNSidekick (Partner)

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

Automatic Scheduling in IFS CLOUD with PSO

Hi all,IFS Cloud/PSOI was wondering what are the configurations/basic data to Schedule automatically with PSO in IFS CLOUD.Are there any committ rules on IFS CLOUD as well? Currently the flow I am running is as follows:1. Creation of Request creation and subsequent task2. Task allocation thanks to PSO3. Dispatch clicking button "assign" to validate/modify PSO scheduling on DC Console4. Dispatch clicking "Transfer to Mobile" to send it to the resource on the mobile 5. The flow continues in the standard way thanks to the MWO Service. Is there any way to automatically validate the scheduling done by the PSO without the Dispatcher clicking Assign on every task (ex: the night before/after every hour)? I was thinking Commit rules or a Job?From my tests, Assign is important to generate the Work Assigment and to allow the "Complete" status on the MWO to update the status from Work Start to Work Done. Am I doing something wrong?

1 month ago

drooijSidekick (Customer)

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

FSM Mobile - DebriefOverview Complete Button

Hi All, I’m trying to find where it managed to make the complete button read-only.Anyone knows? By default, it’s read-only when task is not in status ‘In progress’

1 month ago

SDNSidekick (Partner)

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

On-call shift management on PSO/DC

Good morning, The technicians' shifts are generally 5/7 from 7 am to 5 pm.However, every week, some technicians have a shift composed of standard shift + on-call-On-call: (from 00.00 to 7.00) + (from 17.00 to 00.00) (Monday/Friday)-On- call: Saturday and Sunday: on-call (00.00 to 00.00).Shifts must be split up and separated from standard shifts, while during on-call hours tasks can only be assigned manually. (MANUAL_SCHEDULING_ONLY)How can I manage this in PSO, as I have visibility of the shifts in DC/PSO? My understanding is that the on-call=yes function does not allow me to do this and I thought I could handle this by creating shift deviations. Doing this for each resource once a week seems very time-consuming and not very smart.Is there a better and faster way? Is it a correct way?

1 month ago

ERCEUPENSIDo Gooder (Customer)

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

how to check PSO user dataset define

let me know how to check PSO user ViewAllDatasets define in Database ? its means table name

1 month ago

MIGDNASidekick (Partner)

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

PSO - Postman POST - Basic Auth - 401 Unauthorized error

Hello experts,Background information: PSO standalone/Integration with EA & PSO hosted in IFS Cloud'https://host-pso-dev.ifs.cloud/ifspsoworkbench/hostl/administration/users'The integration users has been granted permission to GatewayBasicHttpAuthentication Postman is setup as follow: Unfortunately, when I execute this POST I get a Postman Status: 401 Unauthorized.Have I missed something? Please advise.Many thanksMiguel

1 month ago

lgiesslerSidekick (Customer)

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

IFS Mobile 6 Windows/iOS

Hello,We are using IFS Mobile 6.25.8597 (Rev.2) under Windows and are also testing the use under iOS. Here we use IFS Mobile 6.12.7886 (Rev.2). Do these versions correspond, or is there also a version 6.25.8597 under iOS?Best regards

1 month ago

drooijSidekick (Customer)

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

FSM Mobile App - Set List Row to Read-Only based on conditions

Hi All,In the mobile fsm app, I have a list with rows with ‘Allow Modify’ set to true, so user can edit the values of that record.I’m now looking for a way in mobile to set a Row on that List to Read-Only based on some conditions. The only (possible) solution so far is to set all the fields within that row (linkend screen), to read-only.However I prefer that they can’t go that linkend screen at all, so ‘disable’ the ‘Allow Modify’ function.Regards,

1 month ago

lkopeinigDo Gooder (Customer)

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

Lack of Appointment Offers in Low Volume Dataset

Due to the nature of our business, we have a dataset that is very low volume. This dataset is for seasonal installations (so the summer months have more volume) and resources in this dataset are only booking appointments for accounts they installed. Because of this, the overall plan quality for this dataset is much lower than our other datasets that book non-seasonal work. When we do request availability for resources in this dataset, we have been noticing that the ABE is not offering all available appointment slots. We see a lot of appointment offers where Available = False and Reason_Code = 470, despite a few resources actually being able to accomplish the work during that time frame requested (Sufficient drive times, skills, time allotments, etc). When we analyze these situations, the ABE is stating that the appointment offer came back as Available = False because it would decrease the overall plan quality. Since we are booking to a specific resource, we don’t care about the overal

1 month ago

Timmermans RoelHero (Partner)

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

Invoice per hour/half day

Hi ALl, When we have a Work Task assigned to a FSE, we use the MWO so we can track his travel/waiting and working time. This is being tracked very detailed per minute, per second, but we want to invoice per hour started or even per half day started. (so always round up). How do we do this exactly? Is this based on the Sales UoM of the Non-inventory Sales part? It seems something that we should be able to do quite easily but I never spend much thought on this. Best RegardsRoel

1 month ago

dadudeSidekick (Employee)

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

Request from Project Activity

Hi community.I would like to know, if there is the possibility in 22R1 and 22R2 to create a Request from a project activity. Backround is the simple fact, that with the request management, the process for the customer would be better. However Work Order will be used, if the project activity is unable to create request. T&RDADUDE

1 month ago

Narsing RaoDo Gooder (Partner)

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

Escalation Expiry in FSM

Dears, Please let us know how we are handling escalation expiry based in Due Datetime in FSM.Is it a baseline functionality. Thanks & Regards,Narsing

1 month ago

qquacSidekick (Customer)

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

PSO and FSM Skills

Hello,Does anyone know why FSM skills with the symbol “#” are not integrating over to PSO?When I try to add the skill, they show up in the list but I am unable to save.

1 month ago

schanceDo Gooder (Customer)

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

how to change time zone format in PSO

We recently upgraded our PSO instance to the latest version, and now, on screens like the Planning Resources screen, the time zones listed as local times / geographic location ex. America/Los_Angeles) as opposed PST (Pacific Standard Time).How can I change the time zone format back to using PST, MST, CST, EST, etc.…?

1 month ago

PUOOWENJDo Gooder (Customer)

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

PSO - Where can I find out how Travels With works?

Hi,I’ve gone through all the documentation supplied with the latest PSO version and there is only a few lines on Travels With and nothing that explains how it should be used. Does anyone have anything detailed on using this function? Does anyone currently use this within PSO please?

1 month ago

SowmiyaSidekick (Partner)

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

IFS PSO

Hi,In resource planner for one dataset with multiple division can we have only one rota?

1 month ago

GogHashivDo Gooder (Partner)

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

FSM 6 - UPS integration authentication upgrade

Hi,UPS has upgraded its authentication to OAuth 2.0. and Data structure is in JSON. As of today FSM and UPS are connected through FSM baseline app params and the authentication piece is handled in FSM baseline code which is not OAuth 2.0. Is there a way or are there any future updates to fix this in FSM to avoid integration failure as most of our customer are live with this integration?

1 month ago

AdrianEgleyHero (Customer)

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

FSM Connect - Handle JSON Transaction Result

Hi,I am looking at a process where I am doing a GET to obtain some data from a 3rd party application.The following is the result I am getting.{ "pageNumber":0, "pageSize":25, "totalElements":1, "content":[ { "id":"e6wKBQFEAjIAAAGPHsYAe8jW", "orderNumber":"MK100003652", "supplierNumber":"VEUR0393", "referenceNumber":"3103704", "orderStatus":"ordered", "completelyInvoiced":false, "processStatus":"open", "lastModified":"2024-05-30T09:31:09.000Z" } ]} I am from that wanting to use the values in the content for orderNumber and referenceNumber. Where the referenceNumber is our purchase_order_id and I want to put orderNumber into user_def1 on Purchase Order table.In the past when dealing with JSON I have used a business rule and a <perform_exec_db_edit> XML with the SQL update doing the leg work.I have tried the same with this process but it’s returning an exception when using that perform. The SQL itsel

1 month ago

yajjala.gangadharDo Gooder (Partner)

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

IFS FSM-Adding filter condition on UI Designer to filter data

Hello everyone!I'm display data from survey_result table on the request screen in a seperate tab,I'm able to fetch the data from survey_result and display it successfully on the request screen using UI Designer,But the issue is iam getting all the data from survey_result for that Request ID. where as i want to display only some rows from that survey_result table based on survey_idHow can we add a filter condition on UI Designer by which we can get survey_result data for a specific survey_id on the UI Designer I've tried searching for solutions online, but I haven't been able to find anything that works for my specific scenario.If anyone has experience with filtering data in a mobile survey based on survey ID, I'd be so grateful for any advice or guidance you can provide.Thank you in advance for your help! I appreciate your time and expertise.

1 month ago

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

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