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
  • 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

  • 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.

  • Erlin Garcia
    Error deleting capacity categories and skills2
    Topic posted October 14, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    Error deleting capacity categories and skills
    Summary:
    Error deleting capacity categories and skills
    Content:

    Any with this problem?

    I need to eliminate job skills and capacity categories but it shows me the following message:

    https://www.screencast.com/t/SIV4QosOVP5

    Is there a reason why even if they are deactivated, no technician has them, no time interval using them cannot be eliminated?

  • Mohana Gopal Selvam
    Routing / Dispatch not visibleAnswered1100%
    Topic posted October 13, 2019 by Mohana Gopal SelvamSilver Crown: 22,500+ Points, tagged Configuration, Dispatch Functionally, Routing / Optimization 
    Title:
    Routing / Dispatch not visible
    Content:

    Hi,

    I have setup the Visibility in User Types screen for Routing since by default is not there. Still it is not visible and I am using admin user. Do we need to setup anything other than visibility to view the Routing? Dispatch also not visible. 

    Thanks,

    Mohan

    Version:
    19C Enterprise Edition
  • 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
  • Diana Cunha
    Show compliance alerts in List View columns and/or activity...1
    Topic posted September 24, 2019 by Diana CunhaRed Ribbon: 250+ Points, tagged Configuration, Dispatch Functionally 
    Title:
    Show compliance alerts in List View columns and/or activity hint
    Summary:
    Show compliance alerts in List View columns and/or activity hint
    Content:

    Hi

    When moving an activity, compliance alerts are shown in the move screen (ex.: "work zones mismatch"). The activity_compliance field is available in the "List View columns"  and "Activity Hint" contexts, however this field is not showing any information when added to these contexts.

    Is it possible to show compliance alerts in a different context than the move screen or is it necessary any additional configuration for this information be visible?

     

    Thanks,

    Diana

    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