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

etmshiySidekick (Customer)

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

Hi Team,Is there any option available in PSO to easily identify 2 man task in PSO - Resources screen. I can see we have link task which shows in PSO - Task screen.In our previous used tool if i click 1st task it will automatically shows link to another task in engineer Gantt.In below example we have assigned 2 man task for 2 FT, but as planner we cant easily identify it. we need some identity like below in Resources screen.Regards,Shiyaz

363

2 years ago

anushakhSidekick (Customer)

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

sales tab in FSM SQL not working in debug console

Hi In work task reporting screen, there is a tab sales, I have debug console enabled. When I click on that tab, it does not capture the server invoke for sales tab while it is capturing for all other tabs, can anyone guide? I want to know the formula/calculation behind the fields of sales price

120

2 years ago

AdrianEgleyHero (Customer)

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

PSO - Travel Barriers

Hi,I have view and watched the video on the KB Article below.But I am still having issues trying to get some of the bridges to be blocked along the River Thames in London. For anyone UK Based who have an Operations Team who don’t like to send Field Service Technician North or South of the water, have you implemented anything? I’m looking at specifically from Dartford Crossing through to the bridges in Central London, so the DSE isn’t using them. I have in the past queried barriers and believe some have been successfully implemented. I was instructed to use the Blockages section too, shown below. Which then results in the map looking like;Note the red marker on the point I want to block, and also the tail of the barrier going out to sea. Again I was instructed in the past to do this. Getting into central London that is a little bit more complicated, however it’s more steps than what is shown on the video. I wish the barriers were that simple. I have tried that, but we’re still seeing

792

2 years ago

HDZRISHABHSidekick (Customer)

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

error while creating calendar

We are trying to create calendar to schedule resource but getting error . We already created day type but still showing this error.

632

2 years ago

anushakhSidekick (Customer)

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

Service Org, Branch and Maintenance Org

Hi In IFS cloud, what these terms mean? Service Org, Branch and Maintenance Org. I know how to create them & use them but what is the meaning?

421

2 years ago

etmshiySidekick (Customer)

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

PSO - Attention ON Icon

Hi Team, Can you please explain the use of attention on button & how can we enable attention in PSO? Regards,Shiyaz

532

2 years ago

HimanshuDo Gooder (Customer)

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

Unit of Measure

Hi Team, I need to update the Unit of measure in cost tab.Please help.

210

2 years ago

anushakhSidekick (Customer)

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

hourly billing rate type for a technician

Hi,Is there anything like cost type/hourly rate type in IFS FSM module- I have FSE who works on service requests tasks. The FSE/technician might have diff rates like normal, overtime, nonbillable etc & the cost calculation should be based on the hrs filled in that category. Ex. his normal rate is say $50 & say his normal hrs are 5, so cost will be 50*5, but if his overtime hourly rate is $80 & overtime hrs he filled is 3, then cost will be 80*3. So want to know where these rates can be defined?

1196

2 years ago

anushakhSidekick (Customer)

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

Delete a resource-error

hiI want to delete a resource using below but it shows me error What is this error about?

342

2 years ago

HDZRISHABHSidekick (Customer)

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

work task allocated hours not divided into shifts pattern

Hi ALL,When we click on adjust to schedule that button did not allocate the technician according to its shift pattern. how to solve this ?

260

2 years ago

etmshiySidekick (Customer)

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

Focus button in PSO

HI Team,Can you please let me know what is the use Focus button in PSO.Focus Button Regards,Shiyaz

666

2 years ago

HDZRISHABHSidekick (Customer)

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

conversion of allocated hours into days

Under dispatch console , while allocating the technician how can we convert allocated hours into days.

170

2 years ago

HDZRISHABHSidekick (Customer)

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

create a custom tab with list of values

We want to create a editable custom tab which can be used as a mobilization check list tab . below is the image shown.

790

2 years ago

HDZRISHABHSidekick (Customer)

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

Absence not showing in dispatch console

Hi All,We are checking from where technician can apply leaves and way to it is using absence register but those leaves doesn't show up in dispatch console rather they show up in absence register only .

430

2 years ago

BSiemundSidekick (Customer)

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

Create new Product Status in FSM6

Hi,we like to create an new product status in FSM 6. In the FSM Codes → PRODUCT_STATUS are two entries. Installed (Code Value 1) and Uninstalled (Code Value 2).We´ve created a global code for the PRODUCT_STATUS and changed the lookup in the product screen in the UI Designer. The new code was displayed as expected.BUT: If we try to save the new product-status we get the following error-message.“Column(s) Status To in table Product Tranlog have invalid values.”So i think there is a validation to the FSM Codes for PRODUCT_STATUS. Does anybody know were this validation is located?If i user one of the already existing codes, erverthing works fine.Maybe somebody can tell us where to find the validation or tell us how to set up an new product-status.Thanks

573

2 years ago

AnupamaHNSidekick (Partner)

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

Mobile Syncing for attachments

Hi,I’m having an issue with syncing the task attachments to the mobile in FSM Development environment. The task_attachment sync rule is exactly the same in dev and test environments and this is working fine in test environment.I have tried reinstalling the app but it didn’t work. Please not that updating the task or reinitialising the device synced the documents in, as the related query of task sync rule is also pointing at the task attachments. But I need the real time syncing in task_attachments. Appreciate your help on this.Kind regards,Anupama Nagahawatta

845

2 years ago

ZSBPUGAZHDo Gooder (Customer)

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

perform_threesixty_appt_request gets timeout in 6.19 version

We are receiving timeout when we execute perform_threesixty_appt_request through XML poster or ODATA.It was working in our previous update 6.13 version. "Message": "The request channel timed out while waiting for a reply after 00:01:00. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout."Anyone else experiencing the same and any solution to fix this ?

650

2 years ago

ShamikDattaSidekick (Partner)

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

SDS Job commitment

Hi All,Please find below scenario-Max committed activity for pso is 2..There are 3 jobs in a queue 2 in committed nd 1 assigned status for 1 tech.When the tech is making 1st job inprogress 3rd gets committedhow to stop it this 3rd job commitment so that only after 1 job cmpletion( not inprogress status) 3rd gets committed. Regards,Shamik

492

2 years ago

Carlos123Do Gooder (Partner)

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

How do I use the task status flow by integration

Hello,In my project, we are working with task status flow. In the webclient it is working fine, but by integration the state change is not respecting the transitions that I put into the task status flow.Does anyone know what it could be?Best Regards,Carlos Soares

512

2 years ago

JuniSihombingHero (Customer)

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

Limiting DropDown value based on specific parameter

There is a requirement to limit drop down of Task-Template on contract-pm based on value of “Brand” field on Contract Product.Eg.Contract Product has Brand = A5User-Def1 of Task Template = A5In Contract PM only Task-Template (which has user-def1 = A5) will be populated There are 5 task-templates which connected to brand (user-def1 value) = A5 Expected result: the task-template in Contract Product\PM only shows those 6 task-templates.(not all templates like currently) I tried to setup using “Lookup XML” of field task_template but could not get correct connection and contraint. I tried using client-script and set it on screen, event = AfterDataLoad and not succeed either.Client-script looks like this:showProgressIndicator();var prodBrand = getControlValue('contr_product','brand');// alert('brand = ' + prodBrand);var emptyOptions = [];var options = createCodeTableOption('', '');arrayPush(emptyOptions, options);setControlOptions('contr_pm', 'task_template_id', emptyOptions);var opt = [];

2187

2 years ago

meenakshimDo Gooder (Partner)

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

Archive not working with user defined column

Archive get only working with created_dttm. For user defined column name it is not working e.g user_def_dttm5Below script not working with user_def_dttm5<perform_archive_table> <parameters> <table_name>TASK</table_name> <archive_dttm /> <mrl_update_period /> </parameters></perform_archive_table> Please suggest how we can configure with user defined column name

241

2 years ago

CKOppBoxHero (Partner)

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

FSM : Escalation Hierarchy : Approval Limit Financial Rules

Hi Team,Do we any documentation or examples for the “Approval Limit Financial Rules” configurations.We have a requirement as belowif margin is below 30% or greater than 200%, it should trigger an approval of service managerAnd we are not sure, how this can be configured in the Rule definition.

842

2 years ago

drooijSidekick (Customer)

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

AccessGroupViolation error mobile

Hi all,The "AccessGroupViolation" error occasionally pops up on mobile. I can't reproduce the issue and can't find the source where this error message is generated (bussiness rule, script etc.)It's a FSM baseline error, any toughts where I can find the trigger for this error?"This operation cannot be completed because you do not have access to the stockGPS record with key(s): GPS-ID and value(s): 69597.""This operation cannot be completed because you do not have access to the {0} record with key(s): {1} and value(s): {2}."

631

2 years ago

drooijSidekick (Customer)

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

Navigate to other task within a task IOS FSM

Hi all, We have a functionality to navigate to a sub-task from the main-task. We created a custom screen with shows the sub-task of the main-task. And use the following code to navigate to the sub-task. var taskId = getCurrentListRowControlValue('task','task_id');setCurrentKeys("task", "task_id", taskId);setCurrentWorkflow('Debrief');goToScreen('DebriefOverview',false);In Android it works just fine, however in IOS it’s struggelling to go to sub-task. It will “stay” in the main-task. However the task data is from the sub-task. It seems it’s still partly on the main task when navigating to the sub-task. This causing in breaking the client scripts.Any thoughts?

512

2 years ago

Timmermans RoelHero (Partner)

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

Mobile Work Order versus Cloud application

Dear All, I’ve noticed that the standard IFS Cloud has a lobby called ‘Service Technician’ that seems to be using similar functionality as the Mobile Work Order application. When you click on ongoing Work Orders you get the possibilities to start travel, start work, complete work and do a report in. But I am still missing some things like: issueing parts, a service report BEFORE customer signature (so my customer can read what I’ve done - similar to the MWO). Is this functionality present in the IFS Cloud application, if yes, where can I found it? Or is it still under development or how is this moving forward? Best RegardsRoel Timmermans

1384

2 years ago

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

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