NextGen FSM
NextGen FSM
Breadcrumbs

Monitor planning activities with Scheduling Proposal

Configure your NextGen FSM system to allow external systems to monitor planning actions. You can do this to receive schedules and team assignments from those external systems.

Process Workflow

The interaction between the external system and Next-Gen FSM follows a specific lifecycle:

  1. Creation: The external system creates a WO and postulates a scheduling or cancellation request.

  2. Submission: Data is sent via REST API to FSM.

  3. Asynchronous Processing: FSM saves the request and assigns a unique ID. A background task, "Process Scheduling Proposal request," attempts to execute the assignment.

  4. Feedback: The external system polls for the status, receiving one of four outputs:

    • Processed OK

    • Processed KO (with error description)

    • To be processed

    • Cancelled

REST API Services

The integration relies on four primary endpoints:

Endpoint

Purpose

/creations

Submits a new assignment request (requires WO ID, Date, Foreman/Assistant IDs).

/{id}/actions/cancel

Cancels a proposal (only valid if the state is "To Be Processed").

/removals

Submits a request to remove an existing scheduling.

/{id}/actions/getState

Retrieves the current lifecycle status of the proposal.

Background Task & Logic Constraints

The "Process Scheduling Proposal request" background task manages the execution of these requests.

  • Retry Logic: The system will attempt to process a request up to a maximum number of attempts (default is 5, configurable via company.fsm.schedulingproposal.attempts). After this, it is marked as Processed KO.

  • Automatic Actions:

    • Reactualize: Reallocates the resource's shift based on current execution states before scheduling.

    • Validate Day: Automatically validates the plan upon successful assignment.

Warning: The background task doesn't validate skills, qualifications, scheduling zones, or appointment time slots. It only checks the day. It also can't schedule bundle or multistage group operations.

View proposals in FSM Desktop

  1. Navigate to Features > Core > Daily and Multi-day Plan > Scheduling Proposals.

  2. In the menu on the right side of the interface, enter the filters by which to search for proposals. You can search by Scheduling Proposal filters or Work Order (WO) filters.

    • Scheduling Proposal

      • Operations Center: the operations center associated with the schedule.

      • State: the status of the scheduled job.

      • Type: a creation proposal or cancellation proposal.

      • Creation Date: the date the scheduling proposal was created.

      • Creating Users: The user who created the scheduling proposal.

    • Work Order

      • Code: the rule identification code.

      • External Code: the WO code available to the technicians in the field.

      • Status: the status of the WO

      • Expected Work State Date: the date and time that the WO will start.

      • Expected Work End Date: The date and time the WO will finish.

      • Scheduling Type: The type of WO scheduling - real or virtual.

      • Urgency: The urgency of the scheduled WO.

      • Request Type: the request for the WO.

      • Service Type: the type of service for the WO.

      • Facility Type: the type of facility

  3. Click Search. The list of schedule proposals will appear in the Scheduling Proposal List.

View and edit request details

To view information about each scheduling request:

  1. Locate the proposal that you want to view.

  2. Click the three-dots menu. A pop-up window will appear.

  3. Click View Details. The request’s details will appear.

  4. Edit the request information as needed.

  5. Click Save.