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

We are using FSM and PSO. We have technicians working out of fixed bases throughout the USA. Normally they will work within their base “division” (an address with lat/long set up in FSM and passed to PSO) area, however some are flex techs and need to work at surrounding bases from time to time.Currently every base has an equivalent Division set up in PSO. The questions are:How does PSO figure/configure the scheduling area for a Division?What is the difference between a Division and a Region, in PSO terms. We have included the FSM baseline column Region in Address records in FSM, but are not using it yet for PSO.Since travel by techs can sometimes be long distances, we have null values for MaxTravel for each Resource in PSO, and thought that setting up Regions and using the OOR would help us limit who goes where? Currently all techs (hundreds) have Divisions assigned (base location). As some techs work heavily in city areas around a base, and other parts of the country the techs travel

in FSM Update 11 Release Notes:The FSMPSO Integration has been enhanced to allow private activities (work calendar exceptions) to be imported to FSM from PSO. Users will now be able to maintain work calendar exceptions in either FSM or PSO and have full visibility of this data in both systems. This enhancement requires PSO 6 Update 7 or greater in addition to FSM 6 Update 11 However, we are not seeing this occur. Is there some additional setup required?

How IFS PSO works with base value of activities which are split into more visits? Does each visit have its own portion of base value based on the duration of the visit from the total amount of base value we've assigned to activity or visits start with the exact same amount of base value we've sent with activity?For example scenario 1:Actvity with 12000 base value and duration 12 hours is split into 6 visits, each visit has base value 2000 and duration 2 hours.For example scenario 2:Actvity with 12000 base value and duration 12 hours is split into 6 visits, each visit has base value 12000 and duration 2 hours.Can anyone please clarify which scearios is DSE in IFS PSO using? 

 Is it possible to remove unused timezones or sort them in anyway?  

Hello, looking to understand the differences between the Person Competencies and Employee Competencies. We have imported data to the PERS_COMPETENCY_PROFILE  view and the data seems to be the exact same other then that there are few differences in column.Is there a benefit to focus one over the other?

This Error is coming when user is  trying login in FSM mobile , does anyone is  aware of this error??

Unable to locate any files within the android file system to attach files to a task, FSM 6u24 Android 13

HI,In PSO i have added Resources shift for resources, after adding shift to resources , Resources are not getting visible in Resources Work space & Shift rota is also not getting displayed. Is there any MPM need to create in FSM to get the Rota updated & getting displayed. Regards,Shiyaz

Hi,  Iam getting error while running Maintain Dataset -- Scheduling Manager The network path was not found.Error submitting data request to PSO Gateway Service: AUTHENTICATION_FAILED Regards,Shiyaz

Hi,we would like to use the Evergreen-function in the contracts in FSM6.Does aanybody know about ths function? We tried a little in our Testsystem but we are not sure about the cancellation of evergreen-contracts. Do we have to remove the ervergreen flag or is ther another option when cancel those contracts?Unfortunately there is no documentation about this topic,Thanks for sharing your experience.Benjamin

Hi All, Substition variable like #Today# doesn’t convert to a database value if passed to navigation parameter in web client, For instance I have a counter element which can navigate to Task Screen.Navigation search criteria is “task.plan_start_dttm >$date$ and #Today# is passed to the variable. However substituion variable conversion is not happening in web client and causing errors.(#today# is not converted to ‘today’) whereas the same navigation is working fine in smart client (#today# is converted to ‘today’) Does web client lobby has a different substition variables ? Or is this a bug in FSM 6.25 ?

Hi Team,If you can please check as I am getting an error as “Object reference not set to an instance of an Object” getting this issue on web client.FSM APP Version: 6 Update 25Below is the exception from server log.This exception was observed for many PERSON_ID’s. Message: SetPersonWorkStatus:PERSON_ID:AHOKBANE:Metrix.BusinessServer.Exceptions.InvalidUpdateException: Object reference not set to an instance of an object. ---> Metrix.BusinessServer.Transactions.Exceptions.TransactionRollbackException: Object reference not set to an instance of an object. ---> System.NullReferenceException: Object reference not set to an instance of an object.   at Metrix.BusinessServer.BusinessPolicies.FieldServiceComponent.TaskManager.ExportScheduleEventToThreesixty(DateTime eventDateTimeIn, String eventTypeIn, String parentEntityIn, String parentKeyIn, String latitudeIn, String longitudeIn, String locationIdIn)   at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.PersonPolicy.ExportS

Hello all,  Is there a way to expand the fields so that the entire text to be visible in the dropdown list?In case this is not possible, is there a way to display  the entire text when the users hover the cursor over the available options in the dropdown list ? Please provide your inputs...Kind Regards

We have engineers using Service Quotations and they will attach documents / photos to the Service Quotation via MWO.The Attachments can be seen on MWO but when the Quote is returned to IFS we cannot find the attachments.There is no Failed Transaction, the MWO Device is fully synced and showing ‘Idle’ so we cannot work out where they have gone.Thanks in advance :-)

Hi Everyone, Is there anyway to change the document types that can be uploaded via MWO in Cloud 23R1 or later?  See image below.   Thanks in advance!  

Currently we have seen an issue where receiving is not showing to multiple users, not the intended receiving person, as well as seeing receiving persons who are associated with the request but not the person. Is this something related to the ‘Owner’ Flag on the sync rules? Or another field within them?

Hi Community, has anyone already developed client report showing QR code? Could you share the tips and tricks developing it? Thanks in advance for your feedback. Cheers,~Juni

Dear experts,We are implementing FSM at a refrigerator manufacturer and they have an extended warranty contract with their customers.The services are carried out by an outsourced team.Therefore, to fulfill a request covered by a customer I have 2 contracts. One with the customer for warranty coverage and another contract with the company that will carry out the services.1. Can I indicate 2 or more different contracts in the requests?2. If not, how can I configure this flow?Thank youTranslated with www.DeepL.com/Translator (free version)

We need to configure the smart client for external users outside the corporate network. Would Citrix be the best option? What to configure Citrix for this case?

I am in the process of creating a design for a customer using FSM6 update 25. I need to add a new custom screen but when trying to add the screen, the drop down list for the “Screen Type” field is missing the “Standard” option. All others however exist. The message_id ‘Standard’ (message_type=CODE) exists in the metrix_message_def table. Also, the table metrix_code_table does include the row code_name=’MM_SCREEN_TYPE”, code_value = ‘STANDARD’ and active=’Y’.Any ideas what is missing?

Trying to see what i am missing here. i have updated a few shift for a few resources however i do nto see these changes reflect on the Resource Shift Change Log screen in the cloud. Entity: ResShiftChangeLogView: RES_SHIFT_CHANGE_LOGi does not seem to be recording anything on the table when i checked the db.is there something i need to activate prior to enable this change log?Version 23R1

Hi team, How we can restrict some of the report operators for specific parameters Here, for example we want only “Equals” operator to be shown for Service Type parameter. But all operators should show for rest of the parameters.see attached screenshot from FSM smart client  

When using appointment booking in FSM it appears that no matter what value is set in PSO against the appointment template 'offer expiry window' field, the offer slot is only valid for 5 mins.Does the FSM-PSO integration consider the PSO appointment template offer expiry window or will it always default to 5 mins? Is there a way to change this default value?

Hi Experts,We have the requirement to show only the date part for the plan_start_dttm field of task (on the web client). We tried to achieve this by adding a DATEONLY mask type on the custom metadata level. So, now we got it to show this  instead of this This worked well from the UI p.o.v as well, because the user no longer has to select a time when setting this date (which is what they expected)But then we ran into an issue with time zone differences. The customer time zone is UTC+10. Whenever a task was created before 10 a.m, the field returns the date part of the UTC time (without any timezone conversions), resulting in showing the previous date on the client.Example,with DATEONLY mask for the plan_start_dttmIf a task is created on the web client at 8.00 a.m (on brisbane timezone/utc+10), with the plan start date set to 23/10/2023 and saved, soon after saving the plan start date shows 22/10/2023.  If a task is created on the web client at 11.00 a.m (on brisbane timezone), with the p

Hi Experts,Can anyone help me to sort the following problem?Customer is facing a issue whenever they tried to inactive some users.In FSM Client, they cannot change some person records in FSM due to an error that we get everytime when attempting to save the changes. For some users, whenever saving changes made to the person record, we receive an error "row ____ was changed after it was selected."  I have tried the following solutions from the community post, but unable to sort the issue.https://community.ifs.com/business-rules-305/error-row-request-2444-was-changed-after-it-was-selected-reselect-and-try-again-2815 There are 2 user_def fields defined in the person custom metadata and they are both set to force select = Y. There is a relationship with cb_weekday table to the person metadata and cb_weekday has fields that also updated to force_select = Y. Note :- This happens if customer attempt to change anything on the person screen..They are able to circumvent the error by updating the