Difference between revisions of "How to use a template from the Resco Template Library"

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(Created page with "{{WIP}} {{Inspections TOC}} This article guides you through the complete process of downloading a template from the Resco library of checklists, forms, and reports, adding to...")
 
 
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{{WIP}}
 
 
{{Inspections TOC}}
 
{{Inspections TOC}}
 
This article guides you through the complete process of downloading a template from the Resco library of checklists, forms, and reports, adding to your Resco Inspections, and testing it in the app.
 
This article guides you through the complete process of downloading a template from the Resco library of checklists, forms, and reports, adding to your Resco Inspections, and testing it in the app.
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== Find the right template ==
 
== Find the right template ==
  
# Using a web browser, go to the Resco library of checklist templates, https://www.resco.net/library/.
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# Using a web browser, go to the [https://www.resco.net/library/ Resco Template Library].
 
# Filter the templates by industry or enter a keyword to narrow down the results.
 
# Filter the templates by industry or enter a keyword to narrow down the results.
 
# Choose any template. Optionally, click the template screenshot to preview the template.
 
# Choose any template. Optionally, click the template screenshot to preview the template.
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Your checklist is ready to use.
 
Your checklist is ready to use.
  
== How to use the template on a phone or tablet ==
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== Use the template on a phone or tablet ==
  
 
If you want to try the form on a mobile device:
 
If you want to try the form on a mobile device:
  
# Download the [[Resco Inspections (app)|Resco Inspections app]] from the app store available on the device or use these direct links:
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# On the [[Manager's experience|Resco Inspections home screen]], click '''Inspector''' to display the your app login details including a QR code.<br>[[File:Library - qr code.png |600px]]
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# On your mobile device, install the [[Resco Inspections (app)|Resco Inspections app]] from the app store or use these direct links:
 
#* [https://play.google.com/store/apps/details?id=net.resco.inspections Android]
 
#* [https://play.google.com/store/apps/details?id=net.resco.inspections Android]
 
#* [https://apps.apple.com/us/app/resco-inspections/id1357591626 iOS]
 
#* [https://apps.apple.com/us/app/resco-inspections/id1357591626 iOS]
 
#* [https://www.microsoft.com/en-us/p/resco-inspections/9n4gsvt8bnfj Windows]
 
#* [https://www.microsoft.com/en-us/p/resco-inspections/9n4gsvt8bnfj Windows]
# In the web browser, click on Inspector to display a unique QR code with your sign-in credentials.
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# Start the app and skip the tour.
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# On the '''Welcome to Resco Inspections''' screen, tap '''Internal User''', then tap '''Scan QR'''.<br>[[File:Library - tap internal user.png|300px]] [[File:Library - scan qr.png|300px]]
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# If your Inspections app requires it, grant it the right to access the camera, then scan the QR code. This will automatically fill in the correct URL and username.
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# Enter your password and tap {{Blue2Green|Synchronize.png}} to synchronize your device.
  
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After your app is synced with your organization, you can access the template in the mobile app.
  
Now open the app and click on the Synch button and then Scan QR. Scan the QR code with your phone’s camera. After your app is synched with your organization, you can access the template in the mobile app.
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[[Category:Resco Inspections]]

Latest revision as of 07:17, 6 April 2021

Resco Inspections
Innovations
Miscellaneous

This article guides you through the complete process of downloading a template from the Resco library of checklists, forms, and reports, adding to your Resco Inspections, and testing it in the app.

Find the right template

  1. Using a web browser, go to the Resco Template Library.
  2. Filter the templates by industry or enter a keyword to narrow down the results.
  3. Choose any template. Optionally, click the template screenshot to preview the template.
  4. Click Use template for free, fill out the form, and save the template file to your disk.

Start your Resco Inspections

If you have not created a Resco Inspections organization yet, follow the instructions sent to your email or click here. After your registration is complete, sign in to your account.

If you already have created a Resco organization, sign in here.

Add template to Resco Inspections

  1. On the Resco Inspections home screen, click Questionnaire Designer.
    Library - start questionnaire designer.png
  2. In the designer, click Import and upload the downloaded template file.
    Library - import questionnaire.png
  3. Select the imported template and click Activate.
    Library - activate template.png

Your checklist is ready to use.

Use the template on a phone or tablet

If you want to try the form on a mobile device:

  1. On the Resco Inspections home screen, click Inspector to display the your app login details including a QR code.
    Library - qr code.png
  2. On your mobile device, install the Resco Inspections app from the app store or use these direct links:
  3. Start the app and skip the tour.
  4. On the Welcome to Resco Inspections screen, tap Internal User, then tap Scan QR.
    Library - tap internal user.png Library - scan qr.png
  5. If your Inspections app requires it, grant it the right to access the camera, then scan the QR code. This will automatically fill in the correct URL and username.
  6. Enter your password and tap Synchronize.png to synchronize your device.

After your app is synced with your organization, you can access the template in the mobile app.