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Replies posted by tomgreenwood

92 Replies

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Heraghty123Sidekick (Customer)

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

Book Appointment pending selection - status in PSO (Allocated v Do Not Schedule)

Hi Andy,If I understand correctly, you are asking how to set the status an activity is updated to when an appointment request is made from FSM (but before an offer has been accepted) ?If so then the FSM scheduling app param APPT_TASK_STATUS_VALUE is used to define this status.Hope that helps,Tom

Heraghty123Sidekick (Customer)

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

Book Appointment pending selection - status in PSO (Allocated v Do Not Schedule)

Hi,You use the FSM status id (these are mapped to a PSO status in the TASK_STATUS code table).Thanks,Tom

DurgaDo Gooder (Partner)

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

Dataset not loading in to pso

Hi Durga,Can you check the process type on the load file being sent to PSO please, this is on the Input_Reference entity in the load file.Also - check the values of the parameters: perhaps these are set to too short a value, these should only be applied to static or reactive datasets though as far as I’m aware (which is why I’m interested in the process type).Thanks,Tom

kamelDo Gooder (Partner)

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

PSO-Lunch sla planned in stead of appointement

Hi Kamel,Which system is sending the data to PSO ?It looks to me like the SLA for a BREAK class of activity is being included with the SLA for the actual job (activity of class CALL).Perhaps there has been a misconfiguration in the external application providing the input to PSO ?Thanks,Tom

kamelDo Gooder (Partner)

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

PSO-Duration is not displayed in History workbench

Hi Kamel,I’ve just tested on the latest release - 6.10.0.10 and it worked for me. Make sure you are checking the latest time stamped update on the history (I updated the duration from 35 to 47 minutes):The time stamp is when the system was updated with the changeRegards,Tom

Minindu SomaratneHero (Employee)

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

FSM/PSO Object Groups Integration

@Sajith Anushan I have configured the Object Group and it is working fine for the Planning section but under Scheduling section, I can still see Resource data/ Activity data for other object groups. Is it expected behaviour? Then how to restrict data under Scheduling tab? Is there any option apart from using filters? Hi Shamika,Check which groups your workbench user belongs to, perhaps they are in the groups associated with that data. Also, if data (resource or activity) doesn’t belong to an object group it will be visible to all.Regards,Tom

JitheshPSidekick (Partner)

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

PSO Behavior

Hi Jithesh,I’m not aware of anything out of the box. PSO is stateless so is only aware of the data it is being fed from the sending system (FSM in this case). If you aren’t sending those tasks to PSO it won’t know about them. Are the schedule board tasks fixed to a date and time? If so then why not send them to PSO so they are included in the schedule?Thanks,Tom

ERCZAALHRMDo Gooder (Customer)

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

FSM resource info button missing in PSO

Hi,Can you clarify the problem a bit please? Are you saying that when you click on the resource’s row in the gantt there is no pop up displayed like the one below from where you can reach the resource details (circled):Thanks,Tom

ecostanzo_GOGHDo Gooder (Partner)

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

Appointment Booking Window in FSM - Pre-set values and PSO Response

Hi,Have you looked to see if this is possible by using the FSM appointment booking API or even bypassing FSM and using the Appointment endpoint of the PSO RESTful gateway?Regards,Tom

BjornDo Gooder (Customer)

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

Additional attributes and formatting datatype

Hi Bjorn,You may already know this but datetime isn’t a valid datatype in PSO for Addtional_Attribute:If you believe FSM should convert fields holding a timetime value to a string please raise this as a support case with IFS.Kind Regards,Tom

thmeierDo Gooder (Customer)

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

How to set home location in IFS Cloud of a technician in PSO, transferred fom IFS Cloud?

1) Start by navigating to Application Base Setup->Enterprise->Person->Person and search for the Person record. Then click on address and add a new address:Enter the address details manually, the open map button only seems to open google maps, it can’t be used to select a location from the map as the address:2) Cloud only supports geocoding of location address so we need to create the map position via Application Base Setup->Map Services->Basic Data->Map Positions manually using the following syntax:ADDRESS_ID=youraddressid^PERSON_ID=yourperson^Make sure that LU name is PersonInfoAddress3) Navigate to Service->Scheduling->Basic Data->Scheduling Basic Data->Scheduling Resources and edit your scheduling resource to add the address start and end:When you save make sure you don’t get a popup saying there is no map position connected. Hope that helps,Tom

mkuehnlSidekick (Customer)

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

Outlook calender exceptions sync to FSM and PSO

Hi Markus,Person Calendar Exceptions in FSM should transfer to PSO as a private activity thus blocking out that period of time for the resource in PSO. It may be possible to build an integration from Outlook to FSM so that the person calendar exceptions are created automatically but I’m afraid I can’t help advise on that point.Thanks,Tom

AWLFSidekick (Partner)

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

Azure error message - FSM/PSO implementation

Hi Lorenzo, there isn’t a list of errors output to the event logs but it looks like the services are not able to retrieve the information they need from the database. Is this an environment hosted by IFS, if so I would raise a ticket with the cloud team.

Heraghty123Sidekick (Customer)

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

Book Appointment pending selection - status in PSO (Allocated v Do Not Schedule)

Hi, yes you can do this as you have highlighted above. Can I just confirm the behaviour you want is to transfer tasks to PSO in a status of DoNotSchedule? Presumably you want to do this and then manually plan the activities in PSO ?

Heraghty123Sidekick (Customer)

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

Book Appointment pending selection - status in PSO (Allocated v Do Not Schedule)

Hi, yes - the Ignore status in FSM maps to DoNoSchedule in PSO.Kind Regards,Tom

Heraghty123Sidekick (Customer)

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

Manually scheduled work beyond 30 days, not displaying on PSO workbench

Hi Andy,I assume this is an FSM-PSO integration? The first question I need to ask is - is the activity you are trying to view visible in PSO at all ? Check the Activities screen in the scheduling workspace and and the exceptions, perhaps it is unplanned or there is a data error preventing it from being scheduled?I notice on the the activities view above you aren’t including ‘do not schedule’ activities - perhaps the status has been set to DoNotSchedule?Regards,Tom

Heraghty123Sidekick (Customer)

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

Manually scheduled work beyond 30 days, not displaying on PSO workbench

Interestingly, if i then make changes in PSO to fix the date and resource, PSO sends an Unallocation event to FSM: Is the activity also unallocated in PSO? If it is fixed to a date and date and resource this should be impossible.

Heraghty123Sidekick (Customer)

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

Manually scheduled work beyond 30 days, not displaying on PSO workbench

I’m not sure it is. If we use Book Appointment, the tasks come over fine. But if we manually schedule in FSM (assigned a planned start date and owner) then the task does not appear in PSO IF the planned start date is +30 days into the future, despite both methods of scheduling creating the same Primary Time Commitment. I have attempted toggling on DoNotSchedule in each instance with no effect. What is the length of the scheduling window (dynamic window + appointment window) ? have you checked the PSO audits to see if the activity is being transferred from FSM->PSO?

Heraghty123Sidekick (Customer)

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

Manually scheduled work beyond 30 days, not displaying on PSO workbench

Hi Andy, what have you got set for the value of EXPORT_TASK_STATUSES_TO_EXCLUDE? Something must be preventing it from being sent to PSO. Check the values of all the EXPORT* scheduling app params just in case.

Keith AdamsonHero (Employee)

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

Prerequisite over ridden

Hi Keith,Yes. The activity group only applies to schedulable activities, once they are committed then the committed activity ordering rules apply - the activity which is committed first will be placed first in the route.Thanks,Tom

Carlos123Do Gooder (Partner)

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

PSO- What these parameters do?

Hi,Does anyone know what format the url for these parameters should be for example for the parameter LoginScreenImage? I’ve tried both a web address and a local path (as it is a workbench running on my laptop) but neither work.Thanks,Tom

ERCJAGATHDo Gooder (Customer)

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

How to identify whether the Task/activity is auto dispatched by PSO

Hi Jagath, if a commit has been made manually this will show on the history tab of the activity details section. If the commit was made on the workbench the user id will be shown in the reason field, the source field will also be set to 1.

shaludroidSidekick (Partner)

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

How we can remove the division from Teams menu inside the PSO. ?

Hi, To remove the column by default, create a list for the Teams screen as shown below and disable the show by default option for Division:If you want to remove it from the list of possible columns select disallow. You can apply the lost for all user by selecting default List or assign this list to a specific group (which can then be linked to the users).Regards,Tom

WIPAMITAGDo Gooder (Partner)

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

Getting initialization error The given URI must be absolute. Parameter name: uri"

Have you checked the address if the PSO gateway specified in FSM is correct?

AsterixSidekick

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

FSM & PSO integration issue

Hi,It looks like you haven’t configured the servername of the PSO server FSM is trying to connect to, this should be set during the installation but can also be set directly on the web.config file for FSM:On the FSM Application Server, near the bottom of the C:\inetpub\wwroot\<yourdatabase name>\web.config file you will find a section as below detailing the connection strings for the PSO Gateway service, ensure these are pointing to the correct server name hosting your PSO Installation: <endpoint address="http://<server>:8744/IFS/Scheduling/Gateway/Service/Data" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IDataRequest" contract="GatewayService.IDataRequest" name="WSHttpBinding_IDataRequest" /> <endpoint address="http://<server>:8744/IFS/Scheduling/Gateway/Service/SystemManagement" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_ISystemManagementRequest" contract="GatewayService.ISystemManagementRequest" name="WSHttpBindin

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