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Replies posted by Bhanuka Abeygoonawardana

31 Replies

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ERCZSRHVAADo Gooder (Customer)

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

Explainability Service

Hi @ERCZSRHVAA ,The Schedule Explainability Service (SES) is used to help in understanding the Dynamic Scheduling Engine (DSE) and the decisions it has made. The service processes requests for activity and will return a result that explains why any other possible position for the activity may have resulted in an invalid schedule. This can be used to help with identifying why an activity has not been allocated or why (if it had been allocated) it was not allocated to another resource. Explanation requests can be created for an activity from the Explanations page in the Scheduling Workspace in the PSO Workbench. This page is also where the outcome of the explanation request can be viewed. Once a request is received, the SES will take a copy of the live schedule. If the requested activity is allocated, it will deallocate it from the copy. It will then attempt to allocate the activity in every single position in the schedule and report on the success of each attempt. If the attempt c

Kulunu AbeysingheSidekick (Employee)

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

What are the colors that can be used in the Work Calendar -> Color textbox?

Hi @Kulunu Abeysinghe ,You can use the HEX code of HTML color codes manually in these text boxes. HTML color codesI have tested this in the baseline Web Client environment, and it returns the expected outcome. STD Work Calender screen of Web Client Environment Schedule board screen of Web Client EnvironmentHope this may helps to resolve your query.Thank you.Best regards,Bhanuka

TatKhandMSidekick

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

In FSM Smart Client Getting Business Rule watch log notification ?

Hi @TatKhandM ,Please try ‘refresh cache full’ and by relog in.Thanks and best regards,Bhanuka.

ACXSCHUBERDo Gooder (Customer)

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

PSO week number in gantt

Hi @ACXSCHUBER ,I have checked the PSO workbench parameters and failed to find a way to show the week numbers in the Gantt chart. As per my understanding, there is no such functionality to display the week number in the Gantt chart.Hence you can create an enhancement request for the PSO Product Development team mentioning the requirement via https://community.ifs.com/ideas.Then the Product Development team will review the idea and if it’s possible they will add the functionality in an upcoming update release.Thanks and best regards,Bhanuka

TSQTINAMCFDo Gooder (Customer)

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

Opportunity link to task raised from

Hi @TSQTINAMCF ,You can create a new field in the Opportunity or Task screen depending on your requirement using the UI Designer screen in the FSM smart client environment. Then you can define the user_def field appropriately and make the relationship using the custom metadata to represent the required data.Hope this may help.Thanks and best regards,Bhanuka

dsuciuDo Gooder (Customer)

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

Unable to connect to SIM - no remoting string found.

Hi @dsuciu ,The issue could be due to the PSO Installation or infrastructure.Please refer to the following community post where @Ruchira Jayasinghe has provided the possible root causes for a similar issue.Thanks and best regards,Bhanuka.

ntran2022Do Gooder (Customer)

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

PSO Bucket Resource Unavailability

Hi @ntran2022 ,Further, I hereby attached the ‘Scheduling Concepts – Capacity Management’ PSO documentation which contains relevant information regarding Bucket resources. Hope this document may help you in the future as well.Thanks and best regards,Bhanuka.

ntran2022Do Gooder (Customer)

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

PSO Bucket Resource Unavailability

Hi @ntran2022 ,Please note that in order to confirm I even checked the PSO documentation. It also says to ‘delete the unavailable shifts to indicate the bucket resource is not available’.Please refer to the following snapshot from the PSO documentation.Thanks and best regards,Bhanuka.

ntran2022Do Gooder (Customer)

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

PSO Bucket Resource Unavailability

Hi @ntran2022,To indicate that a bucket resource is not available; the unavailable shift should be deleted.Hope this may help. Thanks and best regards,Bhanuka

TSQTINAMCFDo Gooder (Customer)

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

Opportunity link to task raised from

Hi @TSQTINAMCF,Could you please elaborate on your requirement?The Opportunity screen enables you to record information during the sales process and can use this screen to track progress as you develop the prospect. If you want to automate the processing of opportunities, you must set up custom processes.Thanks and best regards,Bhanuka

RRPATNAIKDo Gooder (Partner)

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

Resource Bucket in PSO

Hi @RRPATNAIK ,It’s our pleasure and great to hear that your issue is resolved now. 😀Best regards,Bhanuka

Susan SuSidekick (Customer)

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

IFS10 Equipment management

Hi @Susan Su,You raised the question in the Community group for the ‘FSM and PSO’ product group.Since the issue is related to IFS Apps, I think you will be able to get answers quickly if you raise the question in the relevant product-specific group [Ex: Products(Manufacturing, Products, Engineering)] or by changing the topic group FSM to IFS without creating a new question.Thanks and regards,Bhanuka

hwilkieDo Gooder (Customer)

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

Customer Location Mapping

Hi @hwilkie,You raised the question in the Community group for the ‘FSM and PSO’ product group.Since the issue is related to IFS Apps, I think you will be able to get answers quickly if you raise the question in the relevant product-specific group [Ex: Products(Manufacturing, Products, Engineering)] or by changing the group.Thanks and regards,Bhanuka

ERCEUPENSIDo Gooder (Customer)

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

Daily task creating 3L how to avoid Slowness in system

Hi @ERCEUPENSI,There could be several reasons for a performance issue in the FSM application and hence, please raise a ticket to IFS support team for further investigations to find out the root cause.Thanks and best regards,Bhanuka

jbernardoHero (Partner)

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

Auto-Generate providing random templates

Hi,Yeah, then I would think this needs to be further investigated with more details of the data situation via a support case.

jbernardoHero (Partner)

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

Auto-Generate providing random templates

Hi @jbernardo ,Shifts will only be background generated if it is clear which shift template and division should be used.When generating shifts for a particular resource, the settings to use for this will be determined as follows:· Shift Template:If shifts have previously been generated for the resource, then the last template used will be used again. Otherwise, if there is only one shift template then this will be the one that is used. Otherwise, if the resource is linked to a shift template set (either directly or via the resourcetype) and this set contains a single shift template, then this shift template will be used. Otherwise no background generation will take place.Hence in your scenario I would suspect the culprit is due to the reason 3 and could you please check the if the resource is linked to a shift template set.Otherwise I would think this needs to be further investigated via a support case.Thanks and best regards,Bhanuka.

RRPATNAIKDo Gooder (Partner)

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

Resource Bucket in PSO

Hi @RRPATNAIK ,Please refer to the following steps to allocate the resource bucket.Allocations to Resource BucketsOnly activities of type 'CALL' are permitted to be scheduled to bucket resources. This example shows the output data for an allocation to a resource bucket. Note that there are no activity start or end times. <Allocation> <activity_id>A1</activity_id> <resource_id>Bucket Resource 1</resource_id> <visit_id>1</visit_id> <visit_status>10</visit_status> <plan_id>1</plan_id> <visit_type>CALL</visit_type> <date_time_fixed>false</date_time_fixed> <duration>PT1H</duration> <fixed_resource>false</fixed_resource> <shift_id>S1</shift_id> <rank>0</rank> <s

RRPATNAIKDo Gooder (Partner)

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

Resource Bucket in PSO

Hi @RRPATNAIK ,Please refer the following steps to define a resource bucket.Defining a Resource BucketResource buckets are defined using the Resources table, with the resource_class_id set to 'BUCKET' on either the resource or the resource type. This first example shows how a resource bucket can be set up in the Resources table. <Resources> <id>Bucket Resource 1</id> <location_id_start>BR1</location_id_start> <resource_type_id>Default</resource_type_id> <max_travel>PT1H</max_travel> <resource_class_id>BUCKET</resource_class_id> <rule_collection_id>BucketRules</rule_collection_id> </Resources>Shifts must be created for resource buckets, as with standard resources. When the DSE allocates activities to a resource bucket, it will make the allocation to the shift, with no further timing det

RRPATNAIKDo Gooder (Partner)

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

Resource Bucket in PSO

Hi @RRPATNAIK ,Please refer to pages 8, 9, and 10 of the above-mentioned ‘Scheduling Concepts - Capacity Management document’ for steps with screenshots. There you can find out the required steps to configure, define and allocate the Bucket resources to activities.Thank you.Best regards,Bhanuka

ViymatthmDo Gooder (Partner)

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

Switch communication with FSM to HTTPS

Hi @Viymatthm,Please refer to the below link of the previously raised similar query and hope you will be able to find the required details there.Manually configuring connection protocols of FSM instance from HTTP toto HTTPSThanks and best regards,Bhanuka

KKKDo Gooder

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

Resource/Shifts updates to PSO via interface/FSM

Hi @KKK ,You can send the change file XML document to the Dynamic Scheduling Engine either by placing files in a particular folder or using Web Services, which is a way of sending documents between different computer systems.Hope this helps and please let us know more details about your requirement if further clarification is needed.Thanks and best regards,Bhanuka.

KaneDKSidekick (Customer)

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

Spare Parts in Functional Object/Serial Object

Hi @KaneDK,You raised the question in the Community group for the ‘FSM and PSO’ product group.Since the issue is related to IFS Apps, I think you will be able to get a quick answer if you raise the question in the relevant product-specific group [Ex: Products(Manufacturing, Products, Engineering)]Thanks and regards,Bhanuka

XitSakunESidekick (Partner)

asked in Products (Manufacturing, Products, Engineering)

No Configuration tab in Inventory Part

Hi @XitSakunE,You raised the question in the Community group for the ‘FSM and PSO’ product group.Since the issue is related to IFS Apps, I think you will be able to get a quick answer if you raise the question in the relevant product-specific group [Ex: Products(Manufacturing, Products, Engineering)]Thanks and regards,Bhanuka

ntran2022Do Gooder (Customer)

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

How to prioritize PSO Bucket resource?

Hi @ntran2022 ,Setting up a value or not for resource preference depends on your requirement.Resource Preferences instruct the scheduler to prefer to choose a given resource or resource type for an activity, activity type, or location or prefer not to do so. As you are aware, the preference is on a sliding scale from 0 (don't do it) to 1 (must do it). Values between 0 and 1 specify preferences, rather than a hard constraint. If any resource preferences are created with values of 1, then one of these resources must be used for the activity or location. So, if resources A and B have a preference of 1 for an activity, and resource C has a preference of 0.9; then only A or B may be allocated to the activity, despite the strong soft preference for resource C. If resource preferences are created with values of 0.5 and then one with a value of 1 then only this last one will be considered for having the activity allocated. When no resource preference is specified for some resources but exists

RRPATNAIKDo Gooder (Partner)

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

Resource Bucket in PSO

Hi @RRPATNAIK ,This guide describes how shift capacity rules can be applied to a schedule to limit the scheduling ofcombinations of activities over periods of time, and to create Resource Buckets and assign the capacity in terms of activity per day each bucket can handle. So all the tasks related to the Resource Bucket will be tied up as per the capacity and allocated to the Resource Bucket.Thanks and best regards,Bhanuka

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