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

This will include questions related to FSM and PSO.

  • 2,581 Topics
  • 6,795 Replies

2581 Topics

G
Do Gooder (Customer)
GUPTAANC01Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Bucket Implementation

Hello, We are implementing buckets in PSO. Can any body help me on below requirements:How to set zipcode/postalcode to restrict task to assign to bucket? How to assign first task of the request to bucket not the second task? How to set Preference of Normal technician over Bucket resource in PSO for scheduling? Thanks in advance!  

1
P
Hero (Employee)
1 year ago
Emre.IFS
Do Gooder
Emre.IFSDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PM Action created based on a specific date

Hello everyone.I have PM Actions that I create every 3 months. But I would like work orders to occur 1 week before the scheduled or due date.For example PM due date :  31/03/2022Wo Generation date : 23/02/2022So I want WO automatic one week in advance.Thanks for help. 

1
A
Superhero (Employee)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

resource monitoring gantt

I can see some bugs in resource monitoring gantt. I cant see below tasks (from work assignment screen) in res monitoring gantt chart and for task 95, the date is incorrectno task 88no task 7Any idea if I am seeing something wrong?

3
A
Sidekick (Customer)
10 months ago
I
Sidekick (Customer)
IGMIGMIMXMDSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Hosted IFS

Hello I am curious if IFS have a hosted FSM product or if it is supported in say an Azure hosted server environment? We currently have 1 x 2019 server that provide both the web and SQL services for FSM and we would like to move this to the cloud.

1
Anjula Priyanath
Superhero (Employee)
1 year ago
I
Do Gooder (Employee)
Ian DundasDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO - Seasonal Travel

Has anyone found a way to define seasonal travel in PSO.For example, during the winter in mountainous areas, there may be extended travel times due to a combination of weather and potentially traffic cause by winter sports enthusiasts! or even certain routes may be closed for extended periods.These could be defined by a Travel Time Profile using weightings and barriers, but there does not appear to be a way to define a time window for an entry or a profile (other than time of day or day of week).The customer could simply have two Travel Time Profiles, and switch them over on specified dates, but this could lead to missed appointments or SLAs if the winter profile did not allow all the travel that was originally planned based on the summer profile to be made.Not sure if there is a out of the box solution to this, but any thoughts would be appreciated.

1
A
Do Gooder (Employee)
8 months ago
I
Sidekick (Customer)
IGMIGMIMXMDSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

SQL Patches

Hello I am new to supporting servers with IFS installed and wanted to know if it is ok to install SQL updates regularly on the database server that hosts the IFS database? 

1
Jon Reid
Hero (Employee)
2 years ago
B
Sidekick (Employee)
buddhimaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Which time zone do the timestamps in FSM server logs in cloud environments represent?

Hi experts,Can you let let me know in which time zone do the timestamps in the server logs for FSM cloud environments represent? Is it a common time zone across all FSM cloud environments or is it specific to customer time zone?Cheers,Buddhima

7
Shneor Cheshin
Superhero (Employee)
28 days ago
jbernardo
Hero (Partner)
jbernardoHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

The request's Repair Deadline is not updating when the SLA is updated in the Task.

FSM 5.7 - The request's Repair Deadline is not updating when the SLA is updated in the Task.Attached example shows a task/request where the priority was changed, updating the SLA. 

1
Lee Pinchbeck
Ultimate Hero
3 years ago
R
Do Gooder (Customer)
Robin ButlerDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Fixed zones/routes planning

I’m interested if any IFS customers out there plan their field service technicians off a fixed zones/routes concepts - sometimes referred to “milk-run” methodology?  This is as an alternative to fully adaptive scheduling offered by PSO.  We’re merging some businesses and want to asses how well IFS handles the two different planning approaches being used by the different organisations

0
R
Do Gooder (Customer)
1 year ago
G
Do Gooder (Customer)
gdfmdamveldDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Can FMS call its own APIs through a scheduled process?

Can FMS call its own APIs through a scheduled process?Example: http://{{base_url}}/FieldServiceManagement/OData/purchase_orderWe are currently using FSM 6.22 with a on prem solution.  We have a custom purchase order table in the FSM database and want to use FSM’s purchase order APIs to create the PO through the app by using a scheduled process of the data in the custom table.

3
Shneor Cheshin
Superhero (Employee)
1 year ago
M
Sidekick (Customer)
mkuehnlSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Data Matrix 2D barcode scanned by ifs field service tool

Hello,we like to scan the Data Matrix 2D barcode with the FSM mobile App to assign the barcode to our individual customers.Is it possible to scan with the FSM mobile app, if yes which additional software is required? Is the scan of Data Matrix 2D barcode supported?Thank you Best regardsMarkus Kühnl 

1
M
Sidekick (Customer)
1 year ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobile - custom button placement

Hi All,  Is it possible to put a custom button at the bottom of a mobile screen? I’m now creating spacebreaks by using a Long Text field in between

1
T
Hero (Employee)
1 year ago
E
Do Gooder (Partner)
elenpelDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Issue with Hierarchical Travel Matrix (HTM) Configuration in PSO

Hello everyone,I followed the provided instructions to install the Hierarchical Travel Matrix (HTM) in PSO. However, when I attempted to test if it is working properly through the compare tab, I only received results from the straight-line distance.Here are the steps I took after the installation:Created a new HTM connection through the Connections form. Added "BAL" in the value field for the HierarchicalDatabaseMatrixId parameter. Entered "Hierarchical Travel Matrix" in the field of the TravelCalculationOption parameter. Chose the "Straight Line On Error" parameter (I have tested even without this parameter checked). Enabled the HTM connection.   HTM ConnectionPlease note that no errors were encountered during the entire process - not even in events.So, I would like to ask if the above procedure seems correct.Is there a way to verify if HTM has been configured correctly?Any insights or guidance would be greatly appreciated.Thank you!

3
roklde
Superhero (Employee)
5 months ago
Charith Rajapaksha
Sidekick (Employee)
Charith RajapakshaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile parameters to fix blocking of mobile attachments due to F5 level cyber security

Dear Experts,Customer is blocked from attaching Mobile attachments due to its cyber security (F5 level). Can anyone advice me on the File attachment parameters on clearing this blocking issue so that the customer can update their WAF policy?As the customer provided the error messages due to blocking of the attachments are as follows,  

1
Lee Pinchbeck
Ultimate Hero
2 years ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Work Calendar

Hi All, Do any one aware how to create Site calendar in below scenario. I have a Site which required 24Hrs of notice period, I got ticket @10:00am today, So system should not assign the task today, instead it should assign the Job tomorrow based on Notice period. So assignment should happen only tomorrow @ 10:00am. How can I create such Site calendar? Any one have any idea, please let me know. This is a Requirement for MBNL as we have multiple access conditions available like 24hrs Notice , 48Hrs Notice, 5 Day’s notice, I want system should assign the job based on notice period. Regards,ShiyazHi All, Do any one aware how to create Site calendar in below scenario. I have a Site which required 24Hrs of notice period, I got ticket @10:00am today, So system should not assign the task today, instead it should assign the Job tomorrow based on Notice period. So assignment should happen only tomorrow @ 10:00am. How can I create such Site calendar? Any one have any idea, please let me know. Thi

3
Shneor Cheshin
Superhero (Employee)
1 year ago
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Some of the report checkbox views are not showing properly in PROD environment

Hi Experts This question is raised for customer concern Currently customer is facing an issue with some report checkbox views in prod environment but they  are not facing this issue in  TEST environment Prod Test environment As you can see in the above images Test environment we can see ✔ and ✖ but in prod environment we can see some symbols They suspect this is happening because of fonts and they raised this below question Could you please let us know whether  there is any possibility to check this font('Wingdings2') in TEST and PROD environments Can you suggest me any  way to achieve this or else please suggest any other way that can be a root cause of this issue  Thanks and Regards Shobana 

0
S
Sidekick (Employee)
1 year ago
E
Do Gooder (Customer)
ERCEUPENSIDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO what is used for compare and Schedule assistance any one explian

PSO what is used for compare and Schedule assistance any one explain 

3
R
Hero (Employee)
1 year ago
A
Do Gooder
AkifscommunityDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Task Event getting duplicate records

Hi Team,I’m trying to create custom description on task event tab by using client script as below, but it is creating double records for same event type due to baseline task event generation BR. Please support here.  Thanks,

2
SAMLK
Hero (Partner)
6 months ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Mobiile app picking up wrong Task ID

Longshot i know….what is the likelyhood of a workflow in FSM Mobile picking up the incorrect Task ID from a getCurrentKeys("task", "task_id"); call? We had Task notes appearing on the incorrect Task (a Task that had been completed a week earlier)

1
Lee Pinchbeck
Ultimate Hero
1 year ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

dispatch console doesn't obey the calendar

when we try to change the allocation start date , the allocation end date doesn't come according to the calendar we have specified . 

4
A
Do Gooder (Employee)
9 months ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Contract Invoice with Tri-Annually (every 4 months)

Hi Team, We are looking to add a Invoice Rule for a Tri-annually frequency (every 4 months).Can you please assist in how we can create the same

1
C
Hero (Partner)
2 years ago
Minindu Somaratne
Hero (Employee)
Minindu SomaratneHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

"Amount On PO" unchecked but the unit cost appears in Purchase Order

Hi Experts,One of our FSM customers has encountered this behavior when posting POs:Amount on PO is unchecked Create the PO as below and approve When printing the purchase order, the unit cost is still visible Can anyone explain why the unit cost is visible in the PO, even though the “Amount on PO” is unchecked in the supplier screen? Thanks and BR//Minindu 

5
Y
Do Gooder (Partner)
2 years ago
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Survey Questions Substitution Variables

Can anyone tell me if it is possible to use Substitution vaiables in Survey questions and Answers? For example, use the place name or model_id as part of a question? We want to setup a survey at the end of tasks that the user can use to verifiy that the task was created accurately  

3
Charith Fernando
Hero (Employee)
2 years ago
S
Do Gooder (Employee)
SenalPereraDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to refresh UI elements in FSM Windows app through configurations

When changing status in FSM Home screen the UI is not updated unless the user navigates to another screen and returns to the home screen. Steps to recreate the issue:Click on Work Status   Change the Work Status from On Shift to Off Shift.   UI still labeled as On Shift. Navigate to another screen and return to Home UI is now correctly set to Off Shift    

0
S
Do Gooder (Employee)
2 years ago
B
Sidekick (Customer)
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  

3
B
Sidekick (Customer)
1 year ago

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