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

This will include questions related to FSM and PSO.

  • 2,583 Topics
  • 6,800 Replies

2583 Topics

R
Do Gooder (Customer)
RTGAKHILADo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to Set up a daily automation to activate the business rule each morning ?

I need to send an SMS to the customer supervisor the day before each task is scheduled to start. I've set up a custom metadata view to prepare the SMS content, but I'm unsure how to schedule the business rule to trigger daily once and check if there are any tasks scheduled for the following day. Could someone provide guidance on how to set up this scheduling for the business rule?  attched ss is my business rule xml logic when there is task for tomorrow it will update the table and once it update an sms message will sent 

2
S
Do Gooder (Customer)
1 month ago
S
Sidekick (Partner)
SuryaSenSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Add signature as task attachment

When we add signatures from the ‘DebriefReview’ screen, the signature is saved as an attachment. How can we save it to the task it was created from?

2
S
Sidekick (Partner)
1 month ago
I
Sidekick (Customer)
InADaysWork
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO UI Date Need US Format

We have two PSO environments, one for testing and one for production. Our test environment has the correct US date format of month/day/year but our production environment is displaying day/month/year. We’re not sure why the production environment is incorrect or how to fix it. It doesn’t look like any parameter or permission to set for the format we need to use?PRODUCTION (incorrect): TESTING (correct):We are using the same web browser to display both environments. Thanks for guidance on how to solve this! 

2
I
Sidekick (Customer)
2 months ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Send Rota Data MPM

Hi,Currently setting up our Test environment (after a successful DEV walk through) for ARP in PSO.Within ARP we’re generating the shifts, but when using FSM to post the <perform_send_rota_data_to_dse> MPM I am not seeing any file create in our Input History or Input folders. I am not getting an events leading to tell me why, and no exceptions in the server logs. The ARP is enabled in FSM and all appears good with the resources being generated via the Initialisation. Just the MPM failing to do anything than give me a false positive.<perform_send_rota_data_to_dse_result>  <response>Transaction Complete.</response></perform_send_rota_data_to_dse_result>But no RAM file created.Cheers Ady

2
AdrianEgley
Hero (Customer)
29 days ago
rfedorchuk
Sidekick (Customer)
rfedorchukSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Maintenance Employee - issue adding

How do you add an entry to this table? 

2
rfedorchuk
Sidekick (Customer)
2 months ago
A
Do Gooder (Customer)
ATZATZBHAVUKDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How do I change the background link of the logo in a mobile client?

Question:How do I change the background link of the logo in a mobile client?ISSUE:While clicking on the top left logo in the header of mobile client it redirect users to the invalid page.   

2
S
Do Gooder (Employee)
1 month ago
ArcChiedM
Do Gooder (Partner)
ArcChiedMDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Request Task status.

Hi,  I am using Request Management. Upon the completion of the task from MWO my tasks are not updating the status to ‘Work Done’ they are remaining at ‘Work Started’ even though the Work Assignment status is ‘Complete’. Is this standard? What am I missing? Thanks, Chiedza 

2
ArcChiedM
Do Gooder (Partner)
1 month ago
I
Sidekick (Customer)
InADaysWork
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Gantt Chart Select Color / Colour

As there are many color/colour options in the PSO parameters that refer to Gantt chart colors, which specific one is it that is associated with the ‘selected’ option in picking a Resource/Shift (see image)?The gray of the selected Resource/shift row when you click on a Resource and then move the cursor to another Resource’s shift area the previously-highlighted gray looks so much like the shift color that it sometimes gets visually confused with someone having a shift when they don’t. We want to change this color so there’s no visual confusion between the selection color and shift colors. In the image, the selection row is the long grayed area after a Resource was selected and the cursor was moved off of that selection line, and the last two grayed items are actual shifts.We’ve experimented with changing various Gantt color options to bright pink so we can tell what was changed, but there are so many states we’re getting tired of guessing. We think there is a sideways work-around by gi

2
R
Superhero (Employee)
1 month ago
N
Do Gooder (Partner)
Narsing RaoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Execute Copy using Client Script

Dears, Please let us know the function which is used to call copy map in Client scripts.As I need to create a new task based on old task data. Thanks & regards,Narsing

2
SAMLK
Hero (Partner)
1 month ago
M
Do Gooder (Customer)
MWAMAITTEAMDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Date Format in data import export

We are upgrading from FSM 5.5 to 6U27 so a big jump. We have noticed the date format required for import export is in the form below in 6U27 with the T character.In FSM 5.5, import export uses standard SQL date/time format.I can work around this using the below when preparing data however is there any option to use standard date time formats in the Import Export tool? The database holds the data without the ‘T’ so strange that the import export tool uses it. select product_id, CONVERT(VARCHAR(50), user_def_dttm1, 127) from product

2
M
Do Gooder (Customer)
1 month ago
R
Do Gooder (Customer)
RiSpenceDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to send critical messages/notes to FSM6 mobile Important Information

Hello community. We are looking for options on if and how to send critical place or task notes to a technician using FSM mobile and have them appear in the Important Information box.  Scenario; a task is assigned to a field technician and there are is a specific note type (i.e. “Alert”) on the related place record.  Can we have this appear in the Important Information field on the Home Screen?Thanks,Richard

2
Shneor Cheshin
Superhero (Employee)
29 days ago
D
Do Gooder (Partner)
DurgaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mass update xml failing to update records

HI All,i am facing an issue with below mass update xml. xml is created  to update task status as Missed and closed for  ETL  period over tasks. When  i am  running below xml if any record /task has an error  the entire xml is failing to update.it should skip error records and update other tasks but its is not working like that.Kindly suggest the way to skip error records and update next records.<perform_batch>  <sequential_independent>    <mass_update_task>      <hierarchy_select result_name="task_update">        <primary_table>task</primary_table>        <attrs>          <attr>task.task_id</attr>        </attrs>        <from>          <table>task</table>          <table>PMR_MISSED_N_CLOSED_TASK_VW</table>        </from>        <where>          <join_constraint>            <constraint>              <left_operand>PMR_MISSED_N_CLOSED_TASK_VW.task_id</left_operand>

2
D
Do Gooder (Partner)
2 months ago
I
Sidekick (Partner)
Iulia PetrinSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Filter resources in PSO by absence

Hello, is there a possibility to filter after absences and see for example only the resources available for a period of time?I have tried with filter “Absence”, but then all resources disappear, and I have also tried with Activity type Miscellaneous Allocations (since PSO is integrated with Cloud), but I would like to filter after resources, and not activity.Do you have any suggestions here? Thank you very much.Iulia

2
I
Sidekick (Partner)
1 month ago
G
Do Gooder (Customer)
gkaaihue
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Alternative option to consume system events

Currently, we are looking for ways to consume PSO’s events as we are starting to see a ton happening daily. We would like an automated way of consuming these events as they are happening so we can categorize them (human error vs system) and trying to fix anything as quickly as we can. We have been told that Events can be consumed manually by downloading them from the Admin > Support or Admin > Events. Or their is an endpoint in the Restful gateway we could use, but querying them too frequently will have a performance impact. Could we have alternate methods for consuming System Events or Dataset Audits without impacting performance that be hit pretty frequently (every 5 or 10 or 15 mins)? 

2
roklde
Superhero (Employee)
1 month ago
G
Do Gooder (Customer)
gkaaihue
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Appointment Booking Unavailable due to Plan Decrease

We are having some troubles understanding some of the differences in the ABE and DSE and how it’s effecting our appointment booking. We typically request appointment’s via the ABE and then accept one of the offers and send it to the DSE. We are constantly finding that a lot of our appointment offers are being returned with available = false and that the reason code = 470. Digging through a ton of these appointments requests we have been trying to use the explainability service to better understand the WHY it was unavailable for any particular resource. We have been finding that for a good amount of our appointment requests they are showing as unavailable simply because of a plan value decrease. What we are looking to understand is what would cause an activity with a base value greater than 100 being added to the schedule that would cause the plan value to decrease? The required skills, amount of the time available in the shift, the max travel all point to the resource being capable and

2
Alexander Heinze
Superhero (Employee)
1 month ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How can i filter the Activity in SLA & Out of SLA

Hi,How can i easily filter the planned task with SLA & Out of SLA in the Gantt.Suppose i have planned 100 Jobs in FT queue, Out of which i may be having 40 INSLA & 60 Out of SLA.By applying filter in want to view INSLA Tasks in Gantt & Another filter it should show out of SLA in FT gantt.. Can you please let me know the selection in FiltersRegards,Shiyaz

2
R
Superhero (Employee)
1 month ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

AUTOMATIC TRANSFER TO MOBILE

Hello everyone, I was wondering if there was a way to automatically send task/tasks to MWO Service without having to click on "Transfer to Mobile". Ex: If all tasks are assigned to a resource that has MWO app, then automatically they are transferred to mobile. Can anyone help me with this?

2
A
Superhero (Employee)
1 month ago
S
Sidekick (Partner)
SuryaSenSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Installation of FSM app on iPhone

Hello! We are hosting the FSM app for iOS on a third-party application. On that platform, several users are unable to download the FSM app. What could the probable causes be? Some details:After clicking on download, the download button text turns to ‘Try installing again’ Other apps on the platform can be downloaded without any issue iOS versions on the users’ phones vary between 16 and 17 iPhone regions are also different Users previously had the app on their phones but deleted the older version to download the latest version Any  license related checks needed?Any input will be helpful

2
shalikakk
Do Gooder (Employee)
26 days ago
Timmermans Roel
Hero (Partner)
Timmermans RoelHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

No 'Save' button when editing Service Catalog

Dear All, I was editting the Description of a Service Catalog item. But the ‘Save’ button did not appear. In order to save I had to click on a different Service Catalog record after which IFS gave a pop-up “You have unsaved items - do you like to save?” Off course I clicked save. So there is a very easy work around for the issue but this remains a bug, correct? I’m using 23R1 SU5. Was this bug already fixed in a late SU? Or does it still exist in later versions? Best RegardsRoel   

2
Timmermans Roel
Hero (Partner)
1 month ago
K
Sidekick (Partner)
KAMANUKSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Why PSO input folder not picking the files

Hi Experts,We have a PSO tenant integrated with IFS cloud, all information from the could is passing without an issue.But if I try to manually process a file dropping this into the Input folder, PSO is not picking it but the file can be seen still there.I have restarted all services also verified the Parameters as well connected to Input file but no change can be seen.What could causing this issue? Thanks,KM

2
tomgreenwood
Superhero (Employee)
1 month ago
I
Sidekick (Partner)
Iulia PetrinSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Different colour for absence categories (private appointments) in PSO

Hello,I plan to use Miscellaneous Resource Allocation Categories in Cloud for defining different types of absence categories. In PSO, all absences categories are shown with the same colour (e.g. orange when using Color Activities by Status). Is it possible to have different colours for each absence category?Thank you very muchIulia

2
I
Sidekick (Partner)
1 month ago
Miruna M
Sidekick (Partner)
Miruna MSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Revisions in Recurring Service Programs

Hi,Does anyone know if the ,,revisions" functionality is enabled in Recurring Service Program or is it still in progress? In what release is it expected to be available?Thank you!Best Regards,Miruna

2
Miruna M
Sidekick (Partner)
1 month ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to make PSO work in RACE

Community,  We are first time testing PSO in RACE APP10, UPD16, system gives below error. How to resolve below issue? thank you. 

2
R
Hero (Customer)
1 month ago
brj
Do Gooder (Customer)
brjDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile Device Sync History

Good Day,We are currently running FSM 6 U25 and using mobile iOS.  I have been asked to provide synchronization history by certain device id or person id.  I have located login and logout history, but I cannot find any record related to sync other than last synchronization date and time in person mobile which is overridden with the last dttm each time synced.  Any options already available to capture this data?Thank you!

2
brj
Do Gooder (Customer)
2 months ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Starting Default Website Error Message

Hi,We have recently upgraded our DEV and TEST PSO environments to V6.12.0.15.All good apart from not being able to have the IFS Scheduling Gateway and the Default Website running at the same time.The previous version V6.8.0.21 we didn’t have any issues. But this came to light with some server patching and the server being bounced. When back up the Gateway service wouldn’t start. The only way to start it was to stop the default website and then start the Gateway.Screen shot below shows the Gateway running, but the error message shown when the default website is attempted to be started. Do it the other way round and the error message is; The binding on https:8744 is in place, and was there before the upgrade and no issues at all.Anyone any idea’s why we’re seeing this, and what implications are there for the default website not to be running? On the server we have the Scheduling Gateway, the PSO Workbench and RestAPI’s would be elsewhere so there would be nothing on the Application Pools

2
AdrianEgley
Hero (Customer)
1 month ago

Badges

Show all badges
Terms & ConditionsCookie settings