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  • Stewart Logan
    19B Upgrade Observations/Issues1
    Topic posted May 7, 2019 by Stewart LoganBronze Medal: 1,250+ Points, tagged Configuration 
    Title:
    19B Upgrade Observations/Issues
    Content:

    Hi All,

    Now that 19B is released and all will be running a series of regression tests, I thought it would be useful to share any observations and/or issues that may be common to all.....

    This will help to validate that the issue is common across all OFSC deployments or whether it is unique to your own implementation.

    My starter for 10 is shown on the attached screen grab - a minor UI issue where the name of the routing plan isn't fully visible.

    Thanks

    Stewart

    Version:
    19B
    Document:
  • Jared Peterson
    Activities and Resource labelsAnswered2
    Topic posted November 15, 2018 by Jared PetersonGreen Ribbon: 100+ Points, tagged Configuration 
    Title:
    Activities and Resource labels
    Summary:
    Hi I'm trying to change the terms Activities and Resources to something else i.e Appointments and Technicians
    Content:

    Does anyone know if this can be done?. The end users during testing are getting confused by and want the terms to match what they use in other systems. This would involve these terms to be displayed differently when they access the drop down fillters and also in the list view.

  • Anil Kumar
    Add Buttons/Tabs/Plugins to "Add Activity" Screen...9
    Topic posted March 11, 2019 by Anil KumarBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps, Resource Management 
    Title:
    Add Buttons/Tabs/Plugins to "Add Activity" Screen for Technician in 19A
    Summary:
    How to Add Buttons/Tabs/Plugins to "Add Activity" Screen for Mobility for Technician in 19A
    Content:

    Hi,

    How to Add Buttons/Tabs/Custom Plugins to "Add Activity" Screen for Mobility for Technician. This is Visual Form Editor Layout and i did not see the feasibility to add Button, Tabs or Custom Plugins in 19A. Screenshot attached for your reference. Please help me.

    Thanks,

    Anil

    Version:
    19A
    Image:
  • Adam
    Adding emoticons in the mobility Screen1
    Topic posted January 18, 2019 by AdamSilver Medal: 2,000+ Points, tagged Configuration 
    Title:
    Adding emoticons in the mobility Screen
    Summary:
    Can we add clickable emoticons on mobility screen
    Content:

    One of our requirement is to add emoticons to take customer feedback. Once the work will be done, the technician will present a form in which all the work items will be mentioned and customer will tap on one of the emoji to give a quick rating about the job and then sign. Is there a way we can do this without going for plugin?

    Version:
    18D
  • Adam
    Allowing 'Cancel' conditionalAnswered1
    Topic posted April 16, 2019 by AdamSilver Medal: 2,000+ Points, tagged Configuration 
    Title:
    Allowing 'Cancel' conditional
    Summary:
    Allowing 'Cancel' activity option to specific users based on visibility rule
    Content:

    Please can we allow cancelling of activities based on conditions? Our requirement is to allow canceling of activities to the users who have created them and other user's cannot cancel them? Please can we achieve this?

    Thanks

    Version:
    19A
  • Madhumitha Thinakaran
    Assign work to group of technician4
    Topic posted October 16, 2018 by Madhumitha ThinakaranBlue Ribbon: 750+ Points, tagged API / Integration, Configuration, Dispatch Functionally, Learning / Statistics, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    Assign work to group of technician
    Summary:
    Electrical skilled technicians are in different groups. During activity assignment all or 3 or 4 technicians should be assigned with the activity.
    Content:

    Hi Gurus,

    There are list of technicians under two different group. In that there are few technicians working under same workskills (eg. Electrician)

    When an activity is created in the bucket and during routing, it should get assigned to 3 or 4 technicians from different teams.

    This can be done only while grouping all the technician in a single group and assigning it to them, but how can we do without grouping and assigning to a list of technicians.

    Thanks in Advance,

    Madhu

  • Madhumitha Thinakaran
    Assigning activity2
    Topic posted November 21, 2018 by Madhumitha ThinakaranBlue Ribbon: 750+ Points, tagged Collaboration, Configuration, Resource Management 
    Title:
    Assigning activity
    Summary:
    directly assigning activity from tech to tech
    Content:

    Hi Gurus,

    What are the possible ways for assigning an activity from technician to technician. Other than collaboration is there any way we can assign.

    Thanks,

    Madhu

  • Mohan Raj
    Assigning the activity based on lat and long details
    Topic posted October 29, 2019 by Mohan RajGreen Ribbon: 100+ Points, tagged API / Integration, Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    Assigning the activity based on lat and long details
    Content:

    Hi Gurus,

    We are trying to assign activity to the technician's inventory nearby location rather than assigning based on customer location. My one of the option is to push lat and long details of the the inventory location. Will that be helpful for routing that that activity to the technician who are nearby that coordinates.

    If any, can someone suggest idea to achevie this solution.

    Thanks,

    Madhu

  • Madhumitha Thinakaran
    Assignment based on inventory parts1
    Topic posted June 17, 2019 by Madhumitha ThinakaranBlue Ribbon: 750+ Points, tagged Configuration, Inventory / Parts, Routing / Optimization 
    Title:
    Assignment based on inventory parts
    Content:
    Hi Gurus, Please state if this scenario can be done. If yes can anyone elaborate in how to do it. While creating a activity the manager will assign few parts to that activity. And when routing those activities to a technician, is it possible for the routing engine to analyze the technicians with the same parts and assign it to the technician. If those parts are not available in the technicians inventory the routing engine should not assign that activity.
  • Kaviarasu K
    Automatically update custom field of next activity in the...1
    Topic posted January 5, 2019 by Kaviarasu K, tagged Configuration, Dispatch Functionally 
    Title:
    Automatically update custom field of next activity in the route once current activity status set to be completed
    Summary:
    Automatically update custom field of next activity in the route once current activity status set to be completed
    Content:
    Hi Experts, We have a requirement to update custom field status of the next activity in the tech route to 'dispatched' once the current activity set to be completed. We have tried to use 'activity is completed' launch condition message scenario and inner steps but don't see an option to identify the next activity in the resource route. Could you please help us with your comments to achieve the customer requirement. Any help would be appreciated. Best Regards, Kaviarasu