Field service management (FSM/PSO) FAQ
Find questions about field service, scheduling, dispatch, and planning. Identify which service product and process the question concerns before comparing its answer with your own scheduling or execution setup.
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Release note: These answers include IFS Cloud and older IFS Applications topics. Confirm the product and release mentioned in each answer. They are written explanations, not procedures verified in an IFS environment.
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14 questions · page 1 of 1
How do we completely delete a service resource rather than just deactivating it?
Manually assigned, fixed-time/fixed-resource jobs get un-committed on their own a few seconds after assignment, with no obvious commit rule involved.
How can we check who or what is consuming a named FSM license?
A feature available on the Work Order prepare screen (like job rate management for prevailing wage) isn't available yet on the equivalent Request screen.
A resource stops receiving new committed jobs for today even though they're under their configured daily job limit.
Can "Mass Fix" be applied to a single resource without also exposing the "Apply to all Resources" option?
Is there an equivalent to a "repeatable" recurring activity in dynamic scheduling, the way cyclic scheduling has one?
Is it possible to print photos attached as evidence to work task steps as part of the generated Work Task report, since there's no standard/out-of-the-box option for this?
"Assign Work" on a new Request shows no available persons unless "Apply Constraints" is disabled, even though persons clearly exist and are expected to be assignable.
After upgrading to 24R1, the Request Work Tasks screen shows no tasks at all (even newly created ones), and scheduling in Dispatch Console reports the application user doesn't have access to Work Task.
Is there a reliable way to trace a Service Quotation back to the Customer Order or Work Order it originated from — the obvious-looking ServiceQuotationConn/SERVICE_QUOTATION_CONN view only has a handful of rows despite there being hundreds of quotations?
A Service Resource was created with the wrong Resource Group or Site, and there's no Delete option available directly on the Service Resource screen to remove and recreate it correctly.
For a Field Service Management (FSM) instance on Managed Cloud, is there an API/HTTP endpoint that can be called by a script to check or trigger the current delivered version, the way you might automate a version check for other cloud services?
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