Difference between revisions of "Resco.Inspections"

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{{Academy|14|Resco Inspections}}{{Inspections TOC}}
 
{{Academy|14|Resco Inspections}}{{Inspections TOC}}
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: ''This article is about the standalone product resco.Inspections using Resco Cloud as the backend server. See [[Inspections]] for general information about the inspections functionality that can be used also with different backend servers.
 
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'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process:
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'''resco.Inspections''' is a solution that allows you to shape every step of your inspection process. It is built on the flexible [[Resco platform]] and safely stores your organization data in [[Resco Cloud]].
* Create custom questionnaires, dynamic forms, surveys and more.  
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* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.
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== Benefits ==
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* Create custom questionnaires, dynamic forms, surveys, and more.
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* Distribute the work evenly on your staff in the field.
 +
* Make inspections more effective for your field staff and analyze collected data afterward – all with one solution.
 +
* Integrate with third-party systems.
  
 
== Components ==
 
== Components ==
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* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
 
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
* [[Schedule Board]] or Scheduler - tool for planning assignments
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* [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.
* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated mobile application
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* [[Schedule Board]] - tool for planning assignments
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* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated application for mobile users
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* [[Manager's experience]] - a collection of useful web tools for managers in the back office
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* [[Client portal]] - web portal for your clients where they can review past inspections and ask for a new one
 
* [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
 
* [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
 
* [[Results Viewer]] - tool for viewing completed questionnaires
 
* [[Results Viewer]] - tool for viewing completed questionnaires
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Customization and setup are done via additional tools:
 
Customization and setup are done via additional tools:
* [[Woodford]]
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* [[Woodford]]: for creating and updating app projects
* [[Admin Console]] (when used with [[Resco Cloud]] as your backend)
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* [[Admin Console]]: for managing users and administering your Resco Cloud organization
 
 
Resco Cloud-specific components:
 
* [[Manager's experience]] - collection of useful web tools for managers
 
* [[Client portal]] - web portal for your clients where they can review past inspections and ask for a new one
 
 
 
Online resources:
 
* 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.
 
 
 
== Inspections using a smartwatch ==
 
 
 
Inspectors can use smartwatches paired to their phone to fill in the questionnaires. This function requires Apple Watch or devices that support Wear OS by Google.
 
* See [[Smartwatch integration]] for details.
 
* See [https://www.youtube.com/watch?v=8fPcD_v6zEk|smartwatch inspection in action]. {{Badge|Webinar|YouTube}}
 
 
 
== Inspections using HoloLens ==
 
 
 
Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.
 
* [[Resco Mobile CRM on HoloLens]]
 
* [https://blog.resco.net/2019/12/05/innovations-in-resco-winter-update-2019/ Feature introduction] {{Badge|Blog}}
 
* [https://www.youtube.com/watch?v=HYPtm8BxhoM HoloLens inspection in action] {{Badge|Webinar|YouTube}}
 
 
 
== Inspections with augmented-reality video calls ==
 
 
 
Inspectors in the field can initiate a video call to an expert. The recipient can draw instructions straight into the shared video scene.
 
* [[Houston video calls]]
 
 
 
== Performance considerations ==
 
 
 
When you deploy Resco Inspections in large projects without considering performance, your users may experience performance degradation. Learn about the possible problems in advance and set up your questionnaires to mitigate the risks.
 
 
 
=== Rapidly increasing database footprint ===
 
 
 
If you created your Resco Inspections organization some time ago, the default setting used to be that every single answered questionnaire is saved in a self-contained way, i.e., it includes the answers, but also the questions along any possible custom images (logo), business rules, and styles. This approach ensures that even if the original questionnaire template changes, your answered questionnaires are unaffected.
 
 
 
In scenarios where questionnaires are changing frequently and each questionnaire is answered only a limited number of times, this is a valid approach. However, if your inspectors perform hundreds or thousands of inspections every day, you might discover that your database gets full of redundant data.
 
 
 
Use the parameter '''Dependency Level''' in the [[Questionnaire_Designer#Properties_pane|properties of a questionnaire template]] to control this behavior.
 
 
 
* '''None''': This is default value. Questionnaires are self-contained, at the cost of increased database footprint.
 
* '''Images''': In this case, static images of the questionnaire template (such as the logo) are not included in each answer.
 
* '''Full''': Save only the answers. Static images, questions, rules, and styles are not included; instead, they are replaced with a reference to a questionnaire template. This option is recommended if your questionnaires rarely change and it is only available for versioned questionnaire templates.
 
: <small>Using versioned templates means that old template versions gain the archived state. Sometimes, the sync filter for the Questionnaire entity is configured to exclude archived templates. If you attempt to view old answered questionnaires (that use an archived template with medium or high dependency level) in the app in offline mode, you may encounter the ''Questionnaire template not found!'' error. In this case, consider modifying the sync filter to make archived templates available in the offline mode.</small>
 
 
 
Another complementary option is saving your images in external cloud document storage, rather than in the database. This behavior is configured on the Properties pane for images in the parameter '''Storage Entity'''. Cloud document storage is often much cheaper than databases. Resco Inspections supports third-party document storage by Box, Dropbox, Google Drive, OneDrive, and SharePoint.
 
 
 
=== Slow questionnaire loading time ===
 
 
 
If your complex questionnaire templates include many On Change rules, app users may experience slow performance when they open the questionnaire in the app. This issue affects particularly older devices.
 
 
 
Edit your questionnaire template and on the [[Questionnaire_Designer#Properties_pane|'''Properties''' pane]], set the '''Rules Version''' parameter to '''Latest''', to take advantage of optimized handling of On Change rules during questionnaire loading. To learn more about this parameter, read [[Questionnaire_Designer#Rules_version|Rules version]].
 
 
 
=== Sync: upload takes too long ===
 
 
 
Inspectors in the field who perform many large inspections regularly may sometimes experience the problem that the upload phase of synchronization takes too long, particularly is the network isn't too good. Increasing the dependency level to full as described above can help, because the amount of data for upload is reduced. Additional savings can be accomplished by changing how questionnaire answers are stored and uploaded.
 
 
 
Edit your questionnaire template and on the [[Questionnaire_Designer#Properties_pane|'''Properties''' pane]], configure the '''Answer Storage''' to select how should the answers be stored.
 
 
 
* '''Records''': This is the default option. Each answer is transferred as a single record during synchronization. This may make synchronization slower, but ensures the best compatibility with the backend servers and allows you to leverage existing tools to visualize the data.
 
* '''JSON''' or '''Compressed JSON''': These options offer improved synchronization performance, however, not all tools understand JSON.
 
 
 
=== Sync: download takes too long ===
 
 
 
If your app users (inspectors in the field) experience long download times followed by many deletions, consider setting the [[App_projects#Managing_entities|'''Synchronization''' strategy]] for the entity Questionnaire to '''Incremental with Sync Filter'''.
 
  
== Tip: Migrating inspections between environments ==
 
  
If you need to migrate more complex inspections scenarios between environments, for example, for a dev/test environment to production, proceed as follows:
 
# Migrate the questionnaires (using the [[Questionnaire_Designer#Data_group|export/import function]] of the Questionnaire Designer).
 
# Migrate the mobile reports (using the [[Report_Designer#Using_the_designer|export/import function]] of the Report Designer) and activate them.
 
# In Questionnaire Designer, [[Questionnaire_Designer#Actions_group|associate]] the reports to the right questionnaires.
 
# In Questionnaire Designer, [[Questionnaire_Designer#Configuring_commands|set up the Run Report command]] on each questionnaire to point to the right report template.
 
# In Questionnaire Designer, activate (non-versioned) or publish (versioned) questionnaire templates.
 
  
  
 
[[Category:Resco Inspections]]
 
[[Category:Resco Inspections]]
 
{{DISPLAYTITLE:resco.Inspections}}
 
{{DISPLAYTITLE:resco.Inspections}}

Latest revision as of 12:19, 13 October 2021

Resco Academy
Resco Academy has a course on a similar subject:
Resco Inspections
Backend-specific
Innovations
Miscellaneous
This article is about the standalone product resco.Inspections using Resco Cloud as the backend server. See Inspections for general information about the inspections functionality that can be used also with different backend servers.
Button.jpg Demo.jpg

resco.Inspections is a solution that allows you to shape every step of your inspection process. It is built on the flexible Resco platform and safely stores your organization data in Resco Cloud.

Benefits

  • Create custom questionnaires, dynamic forms, surveys, and more.
  • Distribute the work evenly on your staff in the field.
  • Make inspections more effective for your field staff and analyze collected data afterward – all with one solution.
  • Integrate with third-party systems.

Components

Customization and setup are done via additional tools:

  • Woodford: for creating and updating app projects
  • Admin Console: for managing users and administering your Resco Cloud organization