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Replies posted by Kalpa Perera

33 Replies

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IGMIGMIMXMDSidekick (Customer)

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

Installer files

@IGMIGMIMXMD, Depends on the severity/priority of the case it will be varied. but a resource will attend to your request sooner. :)

IGMIGMIMXMDSidekick (Customer)

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

Installer files

Hi @IGMIGMIMXMD The only way you can upgrade is through the Support. Once a resource picks up the case you will be notified.

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

Hi @ERCZYADSAH I made a mistake, Apologies for that. By Disabling you CANNOT stop a BR (Custom process) from executing. Disabling a custom process, in a Role means that, a person with that role, having that custom process disabled, CANNOT do any MODIFICATIONS for that custom process. so when you disable that custom process, the BR will not stop from executing, but the person with this role cannot do any modifications for this custom process. Hope this helps and apologies for the mistake I made. ThanksKalpa.

ajayifsDo Gooder (Partner)

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

FSM screen navigation

Hi @ajayifs ,I believe this required functionality can be achieved by utilizing client scripting. ThankKalpa

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

@ERCZYADSAH That’s the issue I’m guessing. Cause as I mentioned earlier, you have to be mindful when you have multiple roles to the same person. You could be disabling one functionality from one role and you could be allowing that same functionality from another role unless you have specified it to be disabled. I’d ask you to review your roles that you have for this person and try again. /Kalpa

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

@ERCZYADSAH Does this Person you use have multiple roles assigned in the person record?ThanksKalpa

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

Hi @ERCZYADSAH Once disabled > Save > Refresh Cache Full and give it a try? ThanksKalpa

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

Hi @ERCZYADSAH Yes, you can. you have the “disabled” option there in the Processes Tab. so you cab add the process and simply disable it :)

ERCZYADSAHDo Gooder (Customer)

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

What is the purpose of processes tab in role screen.

Hi @ERCZYADSAH The Process are the custom processes that you create, as an initial stage in order to create Business Rules. There is a screen called, Customer processes, in that screen you can create customer processes in many ways (click on NEW to see what they are). so in that custom process’s name a Business Rule will be created in the Business Rules screen. Then you can define the rule according to your requirement and have it saved and do a refresh cache full (the basic steps in creating a BR)(But remember when you do a refresh cache full it will be applicable to all of those who access the application)So once you create a new custom process and you need that custom process to be applicable on a set of people who have under this “ASP DISPATCHER” role, you can assign those custom process in this tab. That’s the purpose of this tab. Be mindful when you play with roles :)Hope this helps, Kalpa

ajayifsDo Gooder (Partner)

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

FSM screen navigation

Hi @ajayifs Unless you save the custom screen and do a refresh cache full, and assign that particular screen to a person/people who you want to view that screen, they won’t be able to see the new custom screen.They will still see the old screen unless you specify them to the new custom screen. Hope this helps. Kalpa

HDZRISHABHSidekick (Customer)

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

How to filter work task using resource

@HDZRISHABH You need to create a customer field to filter the Resource from the Entity Configuration screen by selecting the entity as the jtJast and create the custom field > Publish it and come to the Work Task - Service screen and add the custom field from the page designer. ThanksKalpa

HDZRISHABHSidekick (Customer)

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

How to filter work task using resource

Hi @HDZRISHABH Are you trying to filter it by the Resources that you add from the Resources tab in the Work task? thanksKalpa

BSiemundSidekick (Customer)

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

AUTO-6545 - Exception in PSO

Hi @BSiemund Did you check for the characters of Resource records you created in the Planning data? ThanksKalpa

AsterixSidekick

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

Field Service Management (IFS Cloud 21R1) - user guide required

Hi @Asterix I’m afraid. Accessing the application via Citrix has not documented as a User Guide perse.If you have MKE opened, and if you have the URL to download the Application, it is only a matter of pasting the URL in the Chrome and login with the credentials you have. ThanksKalpa

PatanmDo Gooder (Customer)

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

IFS FSM Training and certification

Hi @Patanm If a partner user, once you have an active partner ID, you profile is created in the LMS. you can access the LMS via, IFS Partner Connect > Access Your IFS Services. If the account is inactive/deactivated you need to write that to academy@ifs.com with their email and partner ID. If a customer user, you need to access academy via https://ifs-customers.sabacloud.com/. You can request an account by self sign-up, providing the correct customer organization ID. Once the academy team approve their account you can use the same URL to loginThanksKalpa

PatanmDo Gooder (Customer)

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

IFS FSM Training and certification

Hi @Patanm, You can learn all of these courses by enrolling to these from the IFS Academy. Search the relevant in the LMS and can self-enroll :)IFS Academy: Home (sabacloud.com)ThanksKalpa

GUPTAANC01Do Gooder (Customer)

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

PSO Version 6.10.0.10 Release Notes

Hi @GUPTAANC01 please find the PSO 6.10.0.10 Release Notes and the Release Enhancements below

StejonatLDo Gooder (Customer)

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

RMA issue with Receive to and Ship from place

Hi @StejonatL Great newsCheers

StejonatLDo Gooder (Customer)

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

RMA issue with Receive to and Ship from place

Hi @StejonatL If the BR output values have set as MX Repair when you try to save the RMA it will automatically be turned to MX Repair. The place ID you are trying to add here, does it have a Default Rcv Location and Default ship locations set in the Record? Also have you tried setting up this place Id 379 to the BR 20?ThanksKalpa

CKOppBoxHero (Partner)

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

FSM : Initial Lobby

Hi @CKOppBox If a person has an initial lobby defined in their person record and has an initial lobby defined in the role that is assigned to him, the initial lobby that’s defined in the role will take the precedence. As for your requirement, it the current architecture that does not support. It makes a lot of sense that you just have the initial Lobby just define in the person record and not in the person’s role. because involvement of roles is tricky part at instances where you could be allowing some from one role and you could be restricting some from the other, if you have multiple roles assigned to a same person as well. ThanksKalpa

ShobanaSidekick (Employee)

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

Ignore skills functionality on the assign lookup not working as expected

Hi @Shobana , To give you an overall answer - Skills are considered in terms of SchedulingIn this scenario, Even though it might depend on the data, I would expect the Ignore Skills to have some effect.I tried adding a product with skills to the task and then giving certain of the team's technicians access to those skills. I predicted that the assignment process would favor technicians with the right skills over those without. When Ignore Skills was checked, I anticipated that favoring to disappear. but it did not. I’m guessing this to be a bug. thanksKalpa

AngeloPavDo Gooder (Customer)

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

FSM6u10 Adding Task_Text fields to Task Search screen fails to find results

Hi @AngeloPav As you know, for the said feilds the values are defined in Code tables. Did you check the code tables if you have values defined there in order to be fetched? thanksKalpa

Charith RajapakshaSidekick (Employee)

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

Mechanism of resulting different search results with the ROW_LIMIT param

Hi @Charith Rajapaksha , Did you refer the FSM Reference Guide? I could see the below in that. With this description, and your interpretation go hand in hand in my opinion. Hope this helps,Kalpa

jfoonDo Gooder (Employee)

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

FSM License Types

Hi @jfoon, STUDIO is a Super user who has access pretty much for eveything in FSM. NAMED is, a person with this License type can have access to any FSM client or protal but cannot access the STUDIO menu. So all the functions under the STUDIO menu will not be available for a user with NAMED license type. Hope this helps,Kalpa

MirajSidekick (Partner)

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

Referring to the old value of a field in a business rule expression

Hi @Miraj When you write the BR, you can only consider the task.user_def1(new) and give a value that you expected to be set already when triggering the errror. The reason why is that you are giving out an error when updating the task.user_def1(old) field to task.user_def1(new). So when you write the BR, give the task.user_def1(new) equals to the value that you need to validate and set the output parameter : the error message that you need to trigger when the task.user_def1(new) field is being changed. Hope this helps :) Thanks,Kalpa

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