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

INTHSLSidekick (Partner)

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

clustering task based on cycles in recurring service

In recurring service we can generate request based on cycles. ex: Cycle 1- 4 weeks cycle, Cycle 2 - 8 weeks CycleIs there any option in PSO to cluster those request in same cycle and do allocations based on that

304

2 months ago

INTHSLSidekick (Partner)

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

Not possible to change the Material qty in Recurring service program

Business: water bottles delivery Route drivers are delivering water bottles with 1 Litre, 2 Litres, 3 Litre, …. etc with different quantities.ex: customer 1 - 3 bottles of 1 litre bottle each week, Customer 2- 2 bottles of 3 Litres bottles each 2 weeks , Customer 3 - 10 bottles of 25 Litres bottles each monthThey have created standard task for each type of water bottles.But customers are requesting different different quantities, that cannot be handled through recurring service program since the services adding only fixed qty to recurring service programs. Work around is to create several standard task with different quantities. But what if customer asked 100 types of quantities. Is there plan to open the recurring service program for different material quantities and no of resources?Is there a way of balancing water bottles delivery by checking the weight or volume, may be changing the delivery dates

363

2 months ago

INTHSLSidekick (Partner)

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

Bundle task for recurring service

How to handle the bundle task concept when task generated from recurring service and while auto generating the request and passing to PSO

242

2 months ago

Firdosh MalesariaSidekick (Customer)

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

implement checklist for Nodes

Hello All,Currently we are using Astea Alliance Version 14 HF 29. Application is used across 6 countries but now we have requirement from 2 countries that they need checklist with one question and base on answer (Yes/No) we have 2 more question with text. We have implement the checklist for one country. We have mapped contracts for that checklist so that whenever any service order is created using that contract, checklist will be added to activity but now we have request from another country and they also need the same checklist but they want it base on Node. How can we configure it? We don’t have that option in Alliance.

321

2 months ago

mariana.garces.roxoDo Gooder (Partner)

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

Attempt to update a record without providing all Primary Key information in a OOTB table

Hello there!I have been struggling with this problem in the past few days. While creating a quick search group (table ps_quick_search), I am able to create it but this message keeps showing up in the Web Client.Through investigation, I believe it is because only 3 of 6 required fields are sent to the data base but as this is OOTB thing, I don’t know how to change it. The problem is this only happens for a certain role because if I perform this action with others, the message doesn’t show up.I have also performed the test with two versions of the same screen (same role for both) and for one of them the message doesn’t show up, so I don’t believe it is a role problem.Has this happened to anyone?

120

2 months ago

qquacSidekick (Customer)

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

Blank values in drop down

There is a blank value that is appearing in drop downs. Does anyone know the reason why and how to remove it? Metadata default value is “OPEN”. Code table has no blank values.

221

2 months ago

Heraghty123Sidekick (Customer)

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

PSO manual changes / "Drag & drop" rescheduling in Scheduling Gantt

Hello, We are experiencing an issue related to PSO manual changes (drag & drop rescheduling in the PSO gantt).We are on 6.14.0.27 as of Saturday Feb 01 2025.What we are seeing is as follows:A user will drag the activity to a new location (either same resource, different time or a different resource & different time) Then when the activity is “dropped” (manual change initiated), the manual changes side bar / pop out box will be opened However, the “Validate and Apply Changes” & “Apply Changes” & “Validate” buttons will be greyed out., The option is Cancel This is the case with Preview Changes applied or not applied The target (updated) date & time field will be reflected in the manual changes box, but PSO is not detecting that changes have been made If the user then makes a subsequent change to any field in any of the fields in the manual changes side bar / pop out window or drags the activity icon a second time, only then are the change buttons available to select.

313

2 months ago

Miruna MSidekick (Partner)

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

Receive next task when previous is already done?

Hello everyone,I want to ask for your opinion/suggestion.I am using an integration between IFS Cloud and PSO. Once a task is assigned to a resource, it is transferred to the resource's mobile application (MWO).Can something be done in such a way that the next task assigned to the same resource will only transfer to the resource's mobile application when the previous task is completed?Thank you in advance.Best Regards,Miruna

617

2 months ago

SIULSWEENEYDo Gooder (Customer)

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

Commit Rules - Time Before Shift Start & Time Horizon query

I am trying to change the commit rules so activities are committing at 7am on the DAY BEFORE they are scheduled. All shifts begin at 9am, so I set the Time Before Shift Start to 1day 2hours and Time Horizon to 1day. Could anyone tell me where I’ve went wrong, shifts not committing as expected.

200

2 months ago

marcos.crispimSidekick (Partner)

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

How to hide the navigator in FSM MObile

302

2 months ago

gannersDo Gooder (Customer)

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

Work Status menu

HiWe’re developing our own flavour of mobile App for use with FSM.Any idea how I can, from a mobile script, pop-up/jump to the Work Status menu/screen?ThanksPaul

777

2 months ago

SowmiyaSidekick (Partner)

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

PSO Cyclic Scheduling

Hi,I want to perform cyclic scheduling for certain activities in IFS Cloud.While setting up the scheduling dataset, I can see cyclic value in the process type of the input reference. However, the scheduling document states that it is not supported in the current version, and I am also unable to find the fields related to RAM_Modelling_Pattern.Which version of IFS Cloud supports cyclic scheduling?or Is there any way I can perform cyclic scheduling? For example, I want to deliver materials to customers based on cycles. How can I create an activity for a customer, assign it to the same resource for all cycles, and ensure the materials are delivered.

251

2 months ago

marcos.crispimSidekick (Partner)

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

how to split fsm mobile screen into two columns

how to split fsm mobile fields into two columnslike this , is possible ?

265

2 months ago

marcos.crispimSidekick (Partner)

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

When I enter fsm mobile my username is read-only

When I enter fsm mobile my username is read-only, but i need to change the username on input

183

2 months ago

RehaanDo Gooder (Partner)

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

Regarding Time Zone issues from FSM to PSO

Hi Team,I have Set MWM_SERVER_TIME_ZONE_ID in Scheduling APP Param as “UTC”When i tried to create Non availability and Tasks towards PSO, its not showing correct time zone in PSO.Iam having Resources in different Time zone PST, MST, EST & CST.example: I have set Non Availablity in FSM for PST resources for 10:00 to 13:00. Person Place time zone is PST. In PSO: Its Showing as 07:00 Am to 10:00AM, which is 3hrs before the Non availability assigned in FSM. This issue is happening for all the different time zone too.. May i know how FSM is updating the Time zone to PSO & How to solve the above issue. Regards,Rehaan

1135

2 months ago

PierrickSidekick (Customer)

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

List of modification on a supplier form by mail through a custom event

Hello,I want to create a custom event with a custom action to send by mail information that have been modified on a supplier form :In the body of the message i’ve done this : Supplier &NEW:SUPPLIER_ID &NEW:NAME has been modified by #PERSON_NAME#. But now i don’t know how to list the modification that have been done. RegardsPierrick

150

2 months ago

RTTPAAKDEDo Gooder (Customer)

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

Update of coverage_start_dt and end_dt of product_pm

Hi, I have many places with multiple products linked to each place (with product_id and model_id) Each product_id has a fixed Product_PM coverage end date (ex 31.12.2024). This end date prevents users from creating new tasks or inspections if it is earlier than the current date.Manually modifying the coverage end date automatically updates the new slots in PM schedules. But with sql update query it changes the coverage end date value but not updating slots in PM schedules.Problem: I need to update the coverage end date for 1,000 product_id’s across 1,000 places.It would be greta help if any one has solution or suggestion how to solve this. Thanks and Regards,Akshay.

364

2 months ago

niteshSidekick (Customer)

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

PSO user automatically Disabled

Is there any parameter in PSO or any app param in FSM which will disable the PSO user if they are not using the system for a period of time?

121

2 months 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.

503

2 months ago

marcos.crispimSidekick (Partner)

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

Region field and Region field custon color

In fsw mobile the Region field has one color in the table fields and another color in the customizable fields, can I change these colors?

211

2 months ago

pedroprazDo Gooder (Partner)

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

FSM Mobile - Copying Custom Screen to another Design

Hi everyone, I have a custom screen created in the Design “Teste Mobile”, but I need to copy the screen “APR” to a new Design “Celesc”, is possible? This is new design.

272

2 months ago

Darshana HerathHero (Former Employee)

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

PSO - IFSSchedulingRESTfulGateway -404

Hi All,Has anyone had any experience with this?PSO Version: 6.14.0.27Thank you in advance.

311

2 months ago

SowmiyaSidekick (Partner)

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

IFS PSO resource restriction

Hi,Is there any possibility in PSO to restrict a resource from performing more than a certain number of tasks in a day? For example, resource A should only perform 5 tasks in a day.

496

2 months ago

AdrianEgleyHero (Customer)

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

PSO - Rest API

Hi,I have looked for past questions, and asked on this case around the PSO Rest API’s.I’d be interested to have a look at them. I have installed the service but when launching the browser I am getting a 404 error.Have I missed something on install?Also in the previous post there is a URL (http://localhost/IFSSchedulingRESTfulGateway/swagger/ui/index.html) which is what I’d like to get to, again nothing is loading, just getting a white page for that. Ady

52810

2 months ago

SDNSidekick (Partner)

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

Defining Average Travel Speed for Some Areas in PSO/IFS Cloud Integration

Hello, everyone, I am working for a customer who has a PSO/IFS Cloud integration.I would like to define the average travel speed for the Central London area. The purpose is that the same technicians can operate all over London, but there are some areas ( like central London area) where such technicians must travel slower than other areas. Can anyone help me?Thanks

688

2 months ago

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

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