Difference between revisions of "Inspections"

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;Questionnaires
 
;Questionnaires
 
: Questionnaires, checklists, guides, surveys that can be viewed and answered in the mobile app.
 
: Questionnaires, checklists, guides, surveys that can be viewed and answered in the mobile app.
:* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
+
:* [[Questionnaire Designer]] is a powerful tool for creating and editing questionnaire templates.
 
:* You don't have to start from scratch! Browse a [https://www.resco.net/library/ library of checklists, forms, and reports] that you can download and use in your organization. See [[How to use a template from the Resco Template Library]] to get started.
 
:* You don't have to start from scratch! Browse a [https://www.resco.net/library/ library of checklists, forms, and reports] that you can download and use in your organization. See [[How to use a template from the Resco Template Library]] to get started.
  

Revision as of 10:39, 13 October 2021

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Resco Inspections
Backend-specific
Innovations
Miscellaneous
This article is about Resco Inspections module that can be added to your app project in Woodford to support inspections features. For information about the standalone product on Resco Cloud, see resco.Inspections.

Resco Inspections is a solution that allows you to shape every step of your inspection process:

  • Create custom questionnaires, dynamic forms, surveys and more.
  • Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.

Components

Resco Inspections is a flexible module with many customization options.

Questionnaires
Questionnaires, checklists, guides, surveys that can be viewed and answered in the mobile app.
Reports
Resco Inspections supports mobile reports that can be generated in your mobile device for each answered questionnaire, including signatures, even offline.
Mobile report templates can be designed along with the questionnaire templates directly in the Questionnaire Designer. For more advanced use cases, use Report Designer. See Mobile reports for Resco Inspections.
Displaying results
You can easily access the answers collected in the field from your office.
Customizing
Use the powerful Woodford configuration tool to modify your Resco app projects to better suit the needs of your mobile users.

Backend integration

Resco Inspections performs excellently with our proprietary CRM solution, Resco Cloud, but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third-party systems.

Resco Inspections on Resco Cloud

Resco Inspections works best on the dedicated inspections cloud. Use a web browser to connect to your organization.

  1. Go to https://inspections.resco.net/<your organization>.
  2. Log in to your organization using the email and password you used for registering the organization.
  3. Click Log in to access the landing page: Manager's experience for Resco Inspections.

Resco Cloud

To access inspections features on your classic Resco Cloud, use a web browser to connect to your organization.

  1. Go to https://rescocrm.com/Login.aspx.
  2. Enter your organization name, email address, and your password.
  3. Click Log in.

To integrate Inspections feature into an existing Resco Cloud project

  1. Go to your Resco Cloud organization as described above.
  2. Start Woodford from the landing page.
  3. Enable inspections as described here.

Microsoft Dynamics

  1. Log in to Microsoft Dynamics 365.
  2. Start Woodford. If you have not used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM here.
  3. Enable inspections as described here.

See also a detailed blog post describing this procedure. Blog

We have also prepared a dedicated page to guide you through the process of setting up and using Resco Inspections on Dynamics 365.

Salesforce

  1. Log in to your Salesforce server, go to the AppExchange and install the Resco managed package to the Salesforce organization in which you want to run Resco Inspections.
  2. Log in to the Resco for Salesforce website.
  3. Start Woodford.
  4. Click Update to download your custom settings to Woodford.
  5. Open a default project called Inspections and click Validate to verify that your organization's metadata are compatible with settings in the default project.
    Depending on your Salesforce customization, there is a possibility that some standard fields on Account, Contact or Event objects will not be enabled in your organization, so just remove them from Views or Forms to resolve the warnings.
  6. Customize the project as needed and publish it.

See also a detailed blog post describing this procedure. Blog

When you use Inspections without custom objects on Salesforce, the following limitations apply:

  • Question data are stored on Resco Cloud and not available in Salesforce UI.
  • Binary questions (e.g. images and signatures) are not supported.
  • Data migration from Resco Cloud to Salesforce is not supported.
  • Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.

Salesforce users without admin rights need the appropriate permission to access Inspections features, see Grant permissions to non-admins.

SAP ERP

Contact Resco for information about connecting to your ERP and working with your data.

API


Configuring in Woodford

To configure inspections in Woodford, you need Woodford 10.2 or later.

  1. Edit an app project.
  2. Select Inspections in the Project menu.
  3. Check Enable Inspections and click Save.
  4. You can integrate Inspections with your project in a few clicks:
    • To add Inspections to your Home screen, click Add to Home.
    • To add Inspections to a Form, click Add to Form. You have to select an entity; Inspections are added to that entity's default view. You can repeat this step for multiple entities as needed.
    • To install a pre-configured automatic report, click Install Report.
Note Inspections require a separate license. If you are not sure if your organization has the appropriate license, please contact your account manager at Resco or email us at sales@resco.net.

The one-click integration into app projects (the Add to... buttons) wasn't originally included. The bindings had to be created manually. If you want to create your integration from scratch, or if you are looking for inspiration how to customize the display within the app, see Adding questionnaires to app projects.

Mobile application

To see it in the application, use the Resco Mobile CRM app, version 10.2.1 or higher.

After opening Questionnaires in the application, a list of questionnaires (including templates and completed questionnaires) is visible. You can use Woodford to create separate views for templates and answers.

Once the questionnaire is filled and saved, copy of the initial template is created with all the answers and stored as a separate questionnaire. Users don’t make changes on the original questionnaire, since it is used as a template for future inquiries.

It is not possible to have two questionnaires opened at once – the user can work with one questionnaire at a time. To fill out another questionnaire, the user must save and close the questionnaire or discard changes and close it.

Filters

Questionnaire templates, snippets, and questionnaire answers are stored in the same entity (questionnaire). Additionally, templates can have different states (active, draft, inactive). All of these can be displayed in the mobile app. However, it usually does make sense to differentiate and filter these records. Consider the following Woodford settings:

  • Use Sync Filter to define what data from the server is replicated in the Resco Mobile CRM application during a synchronization. Remember that sync filters usually only apply in offline mode!
  • Use view filters to restrict the displayed data in the view to only those that meet the specified conditions. You can create multiple views for different use cases.

Entities

When you add inspections to your project, you are enabling several custom entities:

  • Question (resco_Question)
  • Question Group (resco_QuestionGroup)
  • Questionnaire (resco_Questionnaire) - this entity is actually used in three ways
    • As a questionnaire template (if Is_Template = Yes)
    • As a snippet (if Is_Snippet = Yes)
    • As a filled-in questionnaire
  • Questionnaire Folder

Permissions

Permissions for Inspections entities need to be set based on what action will the user perform on questionnaires.

For Questions and Question groups, users – administrators – managers, who create and fill out questionnaires, should have a Read and Create permission (enable the Update permission only if it admins will need to modify questionnaires later).

User / Inspector
(a person who is filling out the questionnaires)
  • Read permission – required for owned records and records owned by the manager that creates the questions (e.g. Business unit level).
  • Create permission – is needed so the user can answer questionnaire templates and save the completed questionnaires.
  • Update, Delete permissions – users may not have these permissions unless they’re creating questionnaires themselves.
Administrator
(a person who us creating questionnaires, and gathering info)
  • Read permission – necessary for owned questionnaires.
  • Create, Update, Delete permissions – required at least for owned questionnaires. Delete permission is upon consideration.
Note If you want to enable viewing and updating all questionnaires available on the server for all managers, these permissions need to be set rather for a business unit.

It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the backend server.