Difference between revisions of "Resco.Inspections"

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'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process:
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{{Academy|14|Resco Inspections}}{{Inspections TOC}}
* Create custom questionnaires, dynamic forms, surveys and more.  
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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.
* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.
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{|
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|-
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| [[File:Button.jpg|224px|link=https://www.resco.net/request-a-trial/?product=inspections]]|| [[File:Demo.jpg|224px|link=https://www.resco.net/request-a-demo/?product=inspections]]
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|}
  
Resco Inspections consists of five major components (modules):
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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]].
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires
 
* [[Schedule Board]] or Scheduler - tool for planning assignments
 
* [[Resco Inspections (app)|Inspector]] - a dedicated mobile application
 
* [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
 
* [[Results Viewer]] - tool for viewing completed questionnaires
 
* [[Report Designer]] - tool for designing report templates
 
  
Customization and setup is done via additional tools:
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== Benefits ==
* [[Woodford]]
 
* [[Admin Console]] (when used with [[Resco CRM server]] as CRM)
 
  
== Back-end integration ==
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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.
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* Make inspections more effective for your field staff and analyze collected data afterward – all with one solution.
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* Integrate with third-party systems.
  
Resco Inspections performs excellently with our proprietary CRM solution, [[Resco CRM server]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third party systems.
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== Components ==
  
== Connecting to Inspections ==
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* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
 
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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.
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
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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
# Navigate to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
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* [[Manager's experience]] - a collection of useful web tools for managers in the back office
# Log in to your organization using the e-mail and password you used for registering the organization.
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* [[Client portal]] - web portal for your clients where they can review past inspections and ask for a new one
# Click '''Log in'''.
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* [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
 
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* [[Results Viewer]] - tool for viewing completed questionnaires
== Permissions ==
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* [[Report Designer]] - tool for designing report templates
 
 
Permissions for Inspections entities (Question, Question Groups, Questionnaire) 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: (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.
 
 
 
; Manager: (a person who us creating and filling out 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 CRM backend.
 
 
 
== Configuring in Woodford ==
 
 
 
To configure inspections in [[Woodford]], you need Woodford 10.2 or later.
 
 
 
# Edit an [[App projects|app project]].
 
# Select '''Inspections''' in the '''Project''' menu.
 
# Check '''Enable Inspections''' and click '''Save'''.
 
# 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'''.
 
#* To install a pre-configured automatic report, click '''Install Report'''.
 
 
 
The one-click integration into app projects wasn't originally included. The bindings had to be created manually. If you want to create your integration from scratch, if you are looking for inspiration how to customize the display within the app, see [[Adding questionnaires to app projects]].
 
  
== Mobile application ==
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Customization and setup are done via additional tools:
To see it in the application, use the Resco Mobile CRM app, version 10.2.1 or higher.
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* [[Woodford]]: for creating and updating app projects
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* [[Admin Console]]: for managing users and administering your Resco Cloud organization
  
After opening Questionnaires in the application, a list of questionnaires (including templates and completed questionnaires) is visible. To show a more clear-cut summary, see how to create separate views for templates and for completed questionnaires.
 
  
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.
 
  
 
[[Category:Resco Inspections]]
 
[[Category:Resco Inspections]]
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{{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