Field Service

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  • Ashley McCormick
    Printing from OFSC
    Topic posted November 8, 2019 by Ashley McCormick, tagged API / Integration, Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Printing from OFSC
    Summary:
    Looking to get feedback from customers that print, and how they are successfully getting OFSC data to the printed material.
    Content:

    I'm currently working on an OFSC implementation and as part of our delinquency process, my organization prints tags (4X8in) showing balance due for each customer in order for them to restore service.  We are a state-based organization that is required to print these tags- not printing is not an option.

    The implementer I'm working with hasn't worked with customers that print and referred me to this forum, along with some information to read for plug-in configuration.  We have been told the printing will function via a plug in, but I'm looking for some preliminary feedback. With as broad as OFSC is, there has to be folks that are printing.  We suspect we won't be able to print directly from the browser and we'll need a middle man application (like Bartender) to take the data from OFSC and put it into a 4x8in format.  

    If there is anyone out there that is printing information from OFSC?  What is your set up and experience with it?

    Version:
    OFSC Release 19D
  • Neha Abhaynarayan
    Unable to view all assigned activites under Activity tab in...3
    Topic posted October 29, 2019 by Neha AbhaynarayanGreen Ribbon: 100+ Points, tagged Mobility / Mobile Apps 
    Title:
    Unable to view all assigned activites under Activity tab in Mobility
    Summary:
    Unable to view all assigned activites under Activity tab in Mobility
    Content:

    Hello Team,

    Kindly suggest...

    I can only view 1st activity at a time instead of all assigned Activities ( Pending, Completd etc...) in Mobility screen.

    I already set Mobile Activity Count = 5-10 under Options tab of Mobility

    How to view all activities at a time?

    Regards,

    Neha Singh

     

    Version:
    19C
  • Erlin Garcia
    User Type SettingsAnswered1
    Topic posted October 22, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Learning / Statistics, Mapping, Mobility / Mobile Apps 
    Title:
    User Type Settings
    Summary:
    User Type Settings
    Content:

    Good Morning,

    Someone with this problem or some guidance please.

     

    In the types of users, I made a copy of an administrator profile (see image 1) but when modifying (removing the option "Message scenarios) I am affected by the 2 profiles .............. that is, by deleting in profile 1 the option "message scenarios" is deleted in profile 2 and I don't want to.

     

    Should not.

    Your help please.

  • ajinkya patil
    Can i Close the past activity in OFSC which was 1 week old1
    Topic posted October 10, 2019 by ajinkya patilRed Ribbon: 250+ Points, tagged API / Integration, Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Can i Close the past activity in OFSC which was 1 week old
    Summary:
    Can i Close the past activity in OFSC which was 1 week old
    Content:

    Activity  started on 25/09/2019 by Technician and still it is in started status, we are unable to End/Complete the same activity in Field Service. Hence status is not changed in CRM.

    can we End/Complete this activity in Field service.
    OR
    Please suggest how we can End/Complete this activity in Field service from our end.

    OR 

    Is there any Rest of SOAP services I can use and close/End/complete the activity.

    Thank you.

    Regards,

    Ajinkya Patil.

    Version:
    19B
  • Shailendra Vishwakarma
    How to change the status of an activity in the past2
    Topic posted October 9, 2019 by Shailendra VishwakarmaGreen Ribbon: 100+ Points, tagged Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    How to change the status of an activity in the past
    Summary:
    How to change the status of an activity in the past
    Content:

    Activity #### started a week ago  by Technician and still it is in started status, we are unable to End/Complete the same activity in Field Service. Hence status is not changed in Legacy system.


    Is it possible to change the status of an activity in the past?


    if Yes, please suggest.

    Version:
    19B, 19C
  • Diana Cunha
    Filters restricting visible activities based on activity ETA...Answered3
    Topic posted September 25, 2019 by Diana CunhaRed Ribbon: 250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Filters restricting visible activities based on activity ETA or planned time slot
    Summary:
    In the activity list view, to be able to view the next activities within a specific period in time
    Content:

    Hi,

    Whenever a technician accesses his activity list, he can see the activities for that day regardless of their scheduled. For example, if a technician has a working calendar from 9am to 6pm, but only have one activity scheduled for 3pm (within a defined time slot), if this is his first activity of the day then the technician can start that activity right away. This means that instead of respecting the ETA/time slot, he can start at 9 am and not at 3pm.

    Is there any way to prevent this situation? Is it possible to restrict the visible activities based on their ETA or time slot? For this purpose, the goal is to create a filter so the technician can only see the activities to be performed in the net 2 or 3 hours, for example.

     

    Thanks in advance,

    Diana Cunha

    Version:
    19B Update 14
  • ajinkya patil
    How to reprocess the fields from OFSC to CRM3
    Topic posted September 23, 2019 by ajinkya patilRed Ribbon: 250+ Points, tagged API / Integration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    How to reprocess the fields from OFSC to CRM
    Summary:
    How to reprocess the fields from OFSC to CRM when the status in OFSC is Completed
    Content:

    HI Guru's,

        The incidents were completed in the field Service, but in CRM it is still open with status. We have 200+ such WorkOrders which are still in the OPEN status in CRM.
    If there is any chance to reprocess these WO's.

    Thank you.

    Regards,

    Ajinkya Patil

  • Erlin Garcia
    reorder orders from toa mobileAnswered7
    Topic posted September 20, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    reorder orders from toa mobile
    Summary:
    In toa mobil, can the technician change the order of the orders?
    Content:

    Hi.... 

    In toa mobil is there a possibility that the technician can move the orders and organize the route?

     

    That is, the technician has a list of 60 orders, and he wants to be able to put order in them, to start them at his convenience, by proximity between one and the other.

     

    This is possible?

  • Antero Makinen
    Orders stuck in started status if forgotten, any fix for...Answered2
    Topic posted August 30, 2019 by Antero MakinenBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps 
    Title:
    Orders stuck in started status if forgotten, any fix for this?
    Content:

    Hi, 

    As probably many of you know, sometimes users forget to complete their activities and forget to deactivate their routes. Sometimes activities which are in "Started" get stuck if they are not suspended/completed before the Overnight work (in business rules) ends. Please see attached picture.

    Have anyone figured any way to suspend those activities automatically? Or to get a notification like "There is one activity in started status from yesterday"?

    Thanks!

    Version:
    19B
    Image:
  • Erlin Garcia
    modify the field content of an activity that is already...Answered1
    Topic posted August 29, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    modify the field content of an activity that is already started?
    Summary:
    modify the field content of an activity that is already started?
    Content:

    HI

     I have a query, is it possible to modify the field content of an activity that is already started?

    That is to say if the order was initiated, and through an API (for example) I can update the notes of the order (which is initiated)

    Thank you.