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

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

Hosting FSM Mobile to IOS device - Query

Hi All,Could anyone please help me by providing the user guide to host the IFS FSM Mobile application to IoS device?I need step by step process to install IFSM Mobile App for IoS users.

321

2 years ago

HDZRISHABHSidekick (Customer)

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

Notification to technician for the work task assigned

when we create a work task and try to allocate the task to a technician he should get notification or say email notification. How can we configure this functionality.

2303

2 years ago

Ruchira JayasingheHero (Employee)

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

FSM "Address" configuration

In the FSM Smart Client, we can insert an address to the system using the “Address” window.The mandatory fields are only the “Address” and “City”. Once we provide those data and save, we could see that the FSM automatically, updates the Latitude and the Longitude. It locates the specific location in the map as well. Could you please let me know how these data is being filled? Further, I noticed that different customers/environments hold different data for the below 4 (auto filled) fields. Would like to know how to do this configuration as well. Thank you for any help you can offer.!

2022

2 years ago

Shamika_EluxDo Gooder (Customer)

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

How to avoid crossing State/ Country Boundaries for a PSO Resource

We have a requirement where technician from one country should not be able to cross boundary and move to another country to work on a task near the border area of another country. We are not using Division or teams/ skills. Can we use Barrier functionality in PSO to achieve this? If yes how should we configure the barrier points? Any idea/ suggestion?

1734

2 years ago

JasperDo Gooder (Employee)

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

FSM6 Contract Selection screen is blank in web client?

My FSM6 contract selection screen is blank in the web client. It works just fine in the Smart Client. I have Update 21 installed since last Friday, but I noticed this defect just today.The issue shows consistently on the request, rma, request line, request unit and repair center screen. My workaround is to create the rma in the smart client first and continue in the web client for my presentation. All entitlements are applied correctly.Any recommendations how to fix this issue?Please advise.

443

2 years ago

jdrexSidekick (Customer)

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

How can you Close Work Order not just conclude work in Retrospective Reporting?

How can you Close Work Order not just conclude work in Retrospective Reporting? thanks,j

1148

2 years ago

WIPAMITAGDo Gooder (Partner)

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

Showing the travel time for the Field Engineer

Is there any scope of showing the travel time for the Field Engineer in the WebClient/SmartClient for a task which is assigned through PSO?

150

2 years ago

TDCMANIRULDo Gooder (Customer)

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

Use of Additional attribute in FSM 6.9

We want to use the newly introduced additional attribute feature for sending some additional attribute to PSO. While creating the addition attribute, I could see I have to choose PSO Table name and FSM Table name along with some other fields. If I choose “Activity” in PSO Table Name I am allowed to choose only “Task” or “Request” as FSM Table. We have an extension table called “TDC_TASK_EXT” of Task table in FSM. While trying to choose the table “TDC_TASK_EXT” as FSM Table, I am getting some error. Please find the attachment for more detailsCan anyone knows what I am doing wrong here?

1275

2 years ago

BjornDo Gooder (Customer)

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

Additional attributes and formatting datatype

Hi!When using the “Additional Attributes” in FSM6, there is currently a limitation in regards to the data-type being sent to PSO.As of now it is possible to send columns from the tables which has a datatype of DateTime, but this is not sent to PSO (which does not “understand” the datatype DateTime) and datatype field is omitted when the xml towards PSO is created.Is there a way to override this, other than changing it in metadata (which also would make this an issue when viewing the field on a screen/changing it/performing logic(BR/Scripts etc))?Baseline datetime field request_dttm is sent as marked up in the image, baseline : Since there are datatypes selectable on fields in FSM, would it not be beneficial to also be able to choose the datatype to be sent to PSO when creating an Additional Attribute?At least have it default to “STRING” when parsing the xml…

1001

2 years ago

AWLFSidekick (Partner)

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

FSM Mobile: Part Used record of parts not present in Stock

Hello everyone, The client we are working for has the need to record what parts are installed or uninstalled and their serial numbers by their Field Engineers even if these are not originally in their Stock.Is it possible to do it through the Parts Used screen? The Miscellaneous Tab requires to indicate Place and Location.Thanks in advance, AWLF

260

2 years ago

AbhinavcSidekick (Employee)

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

Google Map in FSM

Hi Can someone please clarify if the Google Map works for FSM Web Client Schedule Board and Address Screen. and Geocoding. The Reason is its not clear if the Google Maps are supported in the FSM Web Client . OR the customer will require to purchase the Bing map key as well.

3263

2 years ago

StejonatLDo Gooder (Customer)

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

Rejected Task's to flow to Team Task filter

Hi all, My issue is regarding update of Task Status via Mobile client. When user ‘Rejects’ a Task. Current behaviour is: The ‘Task Status’ will change to “Rejected”. Task in ‘All’ filter (Mobile client) will be removed.I need to customize the above behaviour in this way;‘Task Status’ to change to “Open”. Task is Removed in ‘All’ filter (Mobile Client) Task is sent to ‘Team Tasks’ Filter (Mobile Client)I have done (1) and created a Business Rule to update task status to “Open” after User ‘Reject’ a task. The business Rule also removes the assigned Person. I am having difficulty in the Mobile TabletWhat is currently happening is that the task is removed from the ‘All’ Filter screen. After a few seconds it is added back to ‘All’ Filter. It does not back to ‘Team Task’ Filter. Task status is “Open” and Task.Person_id is blank in the Service Request. When I reinitialize or refresh the task (Change status to A then change back to Open. The task goes to ‘Team Task’ filter. Any ideas?

320

2 years ago

HDZRISHABHSidekick (Customer)

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

Business rule path in IFS cloud

We want to activate notification /email services to technician when work is assigned to them. For this we need to create business rule but cannot find the path to it in IFS cloud .

290

2 years ago

seedaDo Gooder

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

Generate xml with out outbound and capture

Is there anything we can generate xml using XMLmaps and capture the xml message without sending to outbound system ?. business purposes : we wanted to use this xml for creation another entity record with similar date using one entity use this xml to send sync response with customized perform definition.

1444

2 years ago

MirajSidekick (Partner)

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

perform_batch - are the items within this called synchronously?

Hi Experts, We can run a perform_batch to have multiple actions executed as a batch. The question I have is, are there actions executed synchronously or asynchronously? Cheers,Miraj

1062

2 years ago

anushakhSidekick (Customer)

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

time reports inside work task

Inside a task, in time reports, only those entries get inserted for which transaction date is same as Planned start date, why? I think if a technician work for 3 days, he wants to enter his time report for Day1, Day2 & Day 3, he should fill here & it should be accepted.Also, when technician starts reporting time, the system shows me all the resources of assigned group, not only the assigned person, why?Ex. assignment of below task is to a Resource 25COPY but in time reporting, it shows me all resources of assigned group--why? I expected it to auto populate the resource who is assigned to the task.

1424

2 years ago

sandra.waudDo Gooder (Customer)

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

Service Contract Objects and Work Orders

We are having an issue where when we use an item from Business Opportunity to Customer Order then form a Work Order - if the object id is already on a “different” Service contract it is automatically linking them. Are we missing a step on how not to make this happen

2023

2 years ago

Shamika_EluxDo Gooder (Customer)

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

Multiple profiles for different countries in same dataset

We have 3 countries under one dataset in PSO. All 3 countries want to use different travel time profiles and other parameters. How can we map different profiles for different countries under same dataset?@Sajith Anushan

351

2 years ago

anushakhSidekick (Customer)

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

time report day wise

hiIs there a way/screen where a technician can fill his effort day wise against a service request & how it can be seen as a report? Something like this below

120

2 years ago

Carlos123Do Gooder (Partner)

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

Fsm WebClient- Selecting multiple values in drop down fields

Hi, Is it possible in a drop-down field to show the multiple selected values instead the multiple word?If it is possible, how can I do this?Best regards

982

2 years ago

anushakhSidekick (Customer)

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

Dates--planned, allocated, actual inside work task

HiIn service request management, inside the work task, I have flexibility to enter any planned start & end datebut when it comes to allocated start date, once I select allocated start date & based on task duration, it automatically takes allocated end date which might be different from planned dateswhat is the relation between these two? Do I have the option to change allocated finish date?Actual start date & end dates are taken when the task is marked to Work started & work done, right?

420

2 years ago

Heraghty123Sidekick (Customer)

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

PSO travel time restriction between activities

Is there a setting within PSO which controls maximum travel BETWEEN activities. Can you tell me if that exists ad where I can configure it?It would be different from a resources Max Travel setting because, if I am correct, that is a radius away from their start location. I am looking to set travel from activity A to activity B to much less than their max travel setting to something more like 30 mins, in order to keep work on a certain day clustered to one area, as opposed to allowing 2 hours travel from job to job.Thanks

622

2 years ago

seedaDo Gooder

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

Interface related table

we have seen following tables in FSM .INTERFACE_LOGINTERFACE_ERRORSINTERFACE_TRANS are these tables used by FSM frame work . Can we use these tables for logging the custom interface build by use for logging transaction .

592

2 years ago

hwilkieDo Gooder (Customer)

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

Operations Follow Work Order Status Issue

I would like to set up a site so that Operations against a work order change status when the work order status has changed. This works for most of our sites except one, where I receive the following error message.The site has the box ‘Operations Follow Work Order Status’ ticked and I cannot see any difference between this site and any other sites that are working as expected. Is there any other configuration that needs to be changed?

665

2 years ago

anushakhSidekick (Customer)

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

work task execution & reporting

While reporting time in Work task-execution & reporting screen under service management, it shows only few people in employee ids-Anusha & Rishabh, why other resources are not displayed. I have setup many resources in IFS cloud.Moreover, under Demands, I can see other resources & In dispatch console, I can assign them to some others. Why there is no sync between what assignment I do in dispatch console vs here

1043

2 years ago

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

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