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

Hi,I am hoping someone can answer a few questions we are having with regards upgrading our current on premise FSM environment to release FSM6U25.IFS Support tells us to go to IFS Consultancy who immediately price up a SOW just to look at envionment or else to ask questions here.Initial installed was by IFS consultants. Just trying to initially upgrade DEV envionment. Our Webclient/Mobile clients are run off a DMZ App server and our App server behind firewall is running smartclient and is on same subnet as DB server. DMZ App server has following virtual directories.FSMServer, FSMDEV, FSMDEV_MOBILE, FSMDEV_WEBCLIENT, FSMTEST….The options on the upgrade screen are FSM Database , FSM Application Server Web/Smart clients  and FSM Mobile Service.After selecting FSMServer and c:\intepub\wwwroot\FSMServer, upgrade DEV envionmentIt then asks to connnect to SQL DB server and FSMDEV db.As far as I know there were no ports open for named pipes between DMZ and backend DB server, but yet it was inst

Hi All, What is the easiest way to extract a list of Spare Part Usage on Functional Object ‘X’?So we have a production machine that is currently a Functional Object (It’s not a Serial Object because it was never serialized). And we would likt to know what parts were issued on the Functional Object in the last 5 years (from Work Tasks).And if possible we would extend the search to multiple machines so we can get an overview of average spare part usage and possible abnormalities where a spare part was significantly quicker replaced then average.best RegardsRoel

Hi All, I’m wondering about the process of using a Work Task Template for a Service contract (through PM actions). I noticed that I can enter my Work Task Template when I create the Service Contract Line, but that does not seem to do anything… I need to add the Work Task template again when I am creating the Pm action > ‘Jobs and Templates’, otherwise WO generation does not use the Work Task Template. So my question is: what is the use of adding the Work Task Template under the Service Contract line  ‘Execution’ ? What is the added benefit?    The details process steps I used:So I started to create my Service contract and adding Service Contract Line. On the Line you can add the Work Task Template under ‘Execution’. Under the details of the Service Contract Line you can see that this is connected:Once I have this I can select that Service Contract Line and create a PM Action where I can enter the frequency of the Preventive maintenance Visits. Now I go into the details and look at t

How to set a field on mobile as read-only if it is other than empty?

Hello, how can I see the groups when using the filter? My user is connected to several groups and also has all possible permissions. However, I still cannot see a group. is there a step I’m missing?Thank you very much,Iulia

Hello, does anyone know how to change the colour of the shift on the gantt, so that travel time can also be seen? For my dataset, the time between the activities is coloured with dark grey, so the travel time is seen only when I hover on it. Usually, there is a light grey, as far as I’ve seen. I have tried various colour parameters for my profile, but nothing seems to work. I am probably missing something.Thank you very much.Iulia

Hi Team, I would like to know about possibility of restricting access to outside vendors. This vendor portal can be used to see the tasks which are assigned to vendors in bulk, and they should simply be able to update task completion status from this portal.In our case customer doesn't want to give access of FSM 6 platform to vendors.And don't allow them to access to IFS mobile too. Can someone help us to understand the ways to implement above scenario. Thanks,Vamsi.      

Hi,In which document I can see within region ,out of region ,override priority explanation  with scenario in PSO?

Hi,Couldn’t find anything in the documentation - is there a point at which a version of PSO becomes unsupported please?We are currently using 6.9.0.22ThanksOwen

Hello, Is there a way to disable the “hover” capabilities of the global menu? Currently if the user’s mouse passes over the global menu icon it automatically “flies out” their short cuts.  The user must then click it repeatedly to get it to go away.   Thanks,Dan

Hello community.  Looking for guidance on how to:limit the ability to create and saved searches in the web client to specific roles how to remove the ‘make public’  option for roles that do not have this permissionThanks,Richard

Hi,I have upgraded a test environment to 6.12.0.15.Everything in terms of services etc. are working. However I am having an issue with the PSO Workbench. I can see Error’s stating there is an Invalid Time Value. Everything in terms of set-up sys params etc. have remained the same, but post updated the Workbench is throwing this error and when in the workbench I cannot see Resources, Activities, Events, Applications etc.In the scheduling workspace the time is showing as;I have a regular time update set to go from FSM also to move the day along. Any idea what I have done wrong? Ady

Hello,In audits, it's been observed that resources are being sent to PSO from Cloud End, however, there seems to be a discrepancy as these resources are not visible in the PSO WB. Can anyone shed light on why this might be happening or offer suggestions for troubleshooting this issue? 

Hi!Is there a way to pass a value into a client script that’s called with the executeScript() function with the Smart Client?I’d like to use a script like a function.  Pass a value in and get a result out.The last time I tried this I used a non-database field on the screen to store a value.  The downside to this was the client would ask the user to save when the value changes even though “In Database” was unchecked for the field in custom metadata.Thanks,

Hi , I am not able to save start date and end date as filter , every time I login I have to manually add them. Is there a way to save it ? 

I was hoping someone could assist. We have lots of Work Orders that Engineers order parts for but then when completing the work it is decided that the parts are not required.On the Materials Tab the Material Line still shows a Qty X Required. This causes confusion as it appears that work is still required to fit the item but this is not the case. The Material Line is now not required. We are unable to change the Qty Required to 0 on the line as we receive the below:We cannot delete the linked Purchase Requisition as the part was delivered and invoiced and remaining in Inventory. This also shows in the Budget Information on the Job but again is incorrect as the Part is not needed. How do we remove this being a required material on a Work Order? Thanks,

Hi Team,We are have FSM & PSO, We assign the task in PSO for some customer manually & Some are automatically get assigned. Is there any way that we can update the notes in PSO & that can get updated in FSM, which will reduce huge efforts. Regards,Shiyaz

the perform which i created in FSM (ifs) is not available in ODATA, It is working in xml poster but not in postman.  

Good Day..Hope you all are doing well, We've noticed that the recruitment module is no longer utilized in IFS Cloud,Although it was accessible in APP9.Could you please provide clarification and advice on this matter? Thanks in advance.

Hi Experts,Customer is facing a post upgrade issue.During the upgrade from 6.9.0.26 to 6.10.0.13 the Admin group has been dissociated form the users but they kept the admin rights.  They also lost the dataset they should be able to view. The workaround used by the customer was to add 'viewAllDataSets' permission to the default set which seems working.  According to our initial investigation, we did the same version upgrade process (6.9.0.26 to 6.10.0.13) in local environment, however, we were unable to replicate the issue. While comparing the pre and post system data files of the customer, we found that the "Administrator" group data is missing in the Groups query. But the Group_Permission and User_Group sections still contain the "Administrator" group id. But the point is Group table has the “Administrator” record in the database.Do anyone of you faced these kinds of issues before? Are there any possibilities to sort this issue       

Hello everyone,Following the execution of the <Perform_health_check> operation within FSM, we've observed that the value for <server_info_time> stands at approximately 447. This value appears to be notably higher when compared to similar environments. Has anyone encountered a similar situation and do you have any suggestions on how to optimize or reduce this time value?

Hello experts,When I access the mobile app I no longer have UI Design available.I have already checked the STUDIO license type, reviewed the roles, reviewed the app parameters and it still does not appear.I noticed that the Profile information is not being uploaded.  What could it be, can someone help me?

We are using IFS FSM Mobile App, completely baseline, version 6u24. The screen in question is DebriefTaskSteps, which is set up as a “List with Checkbox” screen type. I noticed that on the DebriefTaskSteps screen, which shows a list of steps to be completed, the validations around “completing” a step are missing.    Example;  when you have a step that is set to “Signature Required”, in the DebriefTaskStep (not plural) screen, you cannot complete that Step unless you add the signature.    In the checklist screen (DebriefTaskSteps), you can simple check it, even without a signature, it allows you, no questions asked.   I am looking for a way to add conditions to the checkboxes on the List screen.  read-only until certain parameters are completed (attachments / notes / signatures)  invisible unti certain parameters are completed.if the above cannot be done;  can we somehow remove the checkbox on that screen altogether, forcing the tech to open the step detail (TaskDebriefStep) and complet

Hi Team,We are looking for option to tag key fields like Request ID, Place ID into the Notification Log which can be used later to filter & display linked Notification log within the Request Screen.We tried using the View which extracts the Request ID & Place ID from the Notification Message Subject, but the volume of this lookup & amount data is causing performance issue for Request Screen.So, we are looking for any alternative solution,Thanks in advance.

Hi Experts,This is a follow up to a this post. I have the requirement of creating a view that extracts the date part of the plan_start_dttm (a datetime field in task), and to use this view field for filtering tasks by only giving the date (irrespective of time).My timezone is UTC+11, and the azure database is storing values in UTC. Because of this I am running into an issue with the dates stored during morning hours (before 11 am). I have highlighted above how the query yields incorrect values based on the time. Notice how for 10.59 a.m it gives the incorrect date and at 11.01 a.m it’s correct.Is there any way around this issue?  ​​​​​​​