Welcome to CFSWorX™

ICONICS CFSWorX is a Connected Field Services solution containing a set of digital tools that provide:

  • Realtime Monitoring of Field Equipment

  • Realtime Monitoring of Service Worker Availability and Location

  • Alerts to Workers when Field Equipment Requires Service

    • Equipment status alerts (alarms) available to all Workers

    • Can auto-notify Field Worker(s) of Field Equipment Failures

    • Can Choose the Most Appropriate or Closest Service Worker

    • Monitors Responses from Notified Service Workers

    • May Notify Backup Worker(s) in case Primary is Not Available

  • A Maintained Audit Trail of Notifications and Activity

CFSWorX Architecture

CFSWorX Architecture

CFSWorX is comprised of multiple entities including:

Monitoring - Field Equipment

The monitoring of Field Equipment involves a backend of data source connectivity options (CFSWorX can work with any Platform Services real-time data source [e.g., OPC UA, Modbus, SNMP, etc.) and a robust Monitoring Engine (using AlarmWorX64 Server, Platform Services and AnyGlass Engine technology). The front end involves Alarms (exposed as A&E Events), and the mobile client (providing an alarm viewer for alarm details, alarm acknowledgment, and availability response options).

Monitoring - Field Worker Availability

CFSWorX is able to maintain a database of an organization's Workers. Users also have the option of syncing the database with third-party identity databases such as Active Directory or CRM. Users can also decide whether to sync external data or use local definitions - using information such as contact info (name, email, cell number for SMS, etc.) or CRM calendar. In addition, CFSWorX can associate ICONICS solution-provided data such as schedules (if not external), alarms, assets, mobile device health data (updated periodically), security ID, and groups.

CFSWorX also includes Field Worker Mobile Health Monitoring. This includes Signal Strength, Battery Life, and Location (GPS).

Workflows

CFSWorX utilizes a new customizable workflow Engine, based on existing ICONICS workflow components. CFSWorX' workflow engine provides the ability to both receive and consume alarms. It also supports additional states (including Rejected, Busy, and Accepted) via association between alarms and users. Generated alarms can be logged by ICONICS' alarm logger component, can be viewable by alarm viewer, and can be optionally send via SMS or Email Alerts.

CFSWorX' Worfklow will introduce new transaction execution options, including Alarm Source. It will also introduce new Blocks, similar to those used within ICONICS Bridging and standalone Workflow components. These include:

  • Alarm Event Output

  • Conditions Common:

    • Ack

    • Alarm

    • Normal

  • Conditions CFS:

    • Fixed Contact List

    • Worker Lookup

    • Accept

    • Busy

    • Reject

    • Assign

  • Communication Channel Send

    • SMS

    • ATT

    • Twilio SMS

    • Twilio WhatsApp

    • Others (future)

Note that the following workflow Blocks are not available for use with CFSWorX:

  • CSV File Reader

  • XML File Reader

  • CSV File Output

  • XML File Output

  • Data Set Reader

  • Historical Input

  • Historical Alarms Input

  • Bulk Real Time Input

  • Bulk Real Time Output

  • Bulk Data Manipulator

  • Data Manipulator

  • Data Set Transformer

Notifications

CFSWorX' Alert Engine architecture users a REST API to work with third-party services. It supports SMS acknowledgements, as well as alarms. It also log activity to an audit log. The pluggable architecture supports continued enhancements.

Users are able to configure both reliable and "best effort" Device Notifications. The reliable notifications utilize ICONICS' FrameWorX to FrameWorX Mobile technology to transmit alarms. This channel supports Error Notification as well as Retry. The "best effort" notifications involve SMTP (email) and SMS (text messaging) technologies. That being understood, data sent in this manner cannot be guaranteed. These efforts are used only to notify users to launch a native application. Communications may go through a service provider such as ATT, Twilio, etc.

CFSWorX Mobile App

The CFSWorX MobileApp is based on ICONICS' MobileHMI technology and is able to be run on iOS and Android devices. It has the ability to collect and report mobile device health. It displays alarms in a MobileHMI Alarm Flip View. The mobile app supports new CFS worker response options, including Accept, Busy, and Reject. The displays (including operator/dispatcher dashboards) are customizable.

CFSWorX is composed of multiple entities which require configurations. The list below provides modules and link to their configuration Help pages to ensure easier configurations.

Core Features

The table below lists the core features that are required to be set up for CFSWorX:

Worker Configuration

To add a User to Local-Default source and to associate a user with a group

Users

To add a Group

Groups

To configure and import workers from third-party identity systems and CRM systems

Configuration of external systems

Adding an external source

Workers (iconics.com)

To get worker location updates from third-party and identity systems and CRM systems.

Configuring Dynamics 365 to Obtain Mobile Location Updates

Worker Notification (AlertWorX)

Configuring SMS messages, Acknowledgement via SMS, Acknowledgement via WhatsApp

      Notification Methods

·       ATT Configurations

      ATT Configurations

·       Twilio Configurations

      Twilio Configurations

      Setting Up Twilio

·       SendGrid Configurations

      Setting Up SendGrid

·       Vonage Configurations

      Vonage Configurations

      Setting Up Vonage

·   Sendiblue Configurations

      Setting up Sendiblue

·   MSTeams Configurations

      MSTeams Configurations

Traditional SMS (using a modem) and Email

      SMS/Text

      Email

workflows

To create a workflow configuration and a workflow

      Workflows

To create workflow templates

      Templates

To sort workers based on travel time

      Sort Workers Based on Travel Time

Optional Features

The table below lists additional features provided by CFSWorX:

Setting Up Mobile Device Health

Setting up MobileHMI app and enabling CFSWorX Worker Point Manager feature

Setting Up Mobile Device Health

To calculate worker distance from alarms

Geofencing

To use geofencing alarms

Geofencing Alarms

To configure Geofences

Augmented Reality

To configure Location tracking of CFSWorX users

Setting Up Mobile Device Health

To load Geofence alarm messages from Localizable resources

Language Aliasing

Geofencing Alarms

Worker Path Replay

To setup worker path replay

Setting Up Worker Path Replay

To setup worker path replay using sample WB configurations

CFSWorX AnalytiX Dashboard Deployment

Field worker configuration to enable location tracking

Setting Up Mobile Device Health

To configure Hyper Historian for logging of location data

Welcome to Hyper Historian

To extract data from Hyper Historian and prepare data for KPIWorX

AnalytiX BI Configuration

CFSWorX AnalytiX Dashboard

Deployment and description of pages available in CFSWorX dashboard

CFSWorX AnalytiX Dashboard Deployment

Remote Assistance

Remote Expert Mode

Other Useful Links

Variables in CFSWorX

Variables

Platform Service Configuration

Platform Services Configuration

AlertWorX

About AlertWorX

MobileHMI

Welcome to MobileHMI

KPIWorX

KPIWorX Overview

Security

Security

BridgeWorX Workflow blocks

Templates

Common Workflow blocks

How to Create a Workflow

Data Explorer

Data Explorer

Unpack Project

Import/Export

AlarmWorX64Server

AlarmWorX64 Server

FDDWorX

FDDWorX Overview

PowerShell Commands

About ICONICS PowerShell Extension

See Also:

CFSWorX - Getting Started

Workers

Groups

Workflows

Templates

Variables