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 (of both Field Equipment and Workers)

• Workflows

• Alerting (via Notifications)

• Mobile App

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 Dynamics 365 Configuring Dynamics 365 (iconics.com) Salesforce Configuring Salesforce (iconics.com) ServiceNow Configuring ServiceNow Azure Active Directory Configuring Azure Active Directory 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	Bing Maps Using Bing Maps to Calculate Worker Distance from Alarms Azure Maps Using Azure Maps 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