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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| [[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 six 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 ==
  
=== Microsoft Dynamics ===
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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.
# Log in to Microsoft Dynamics 365.
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* [[Schedule Board]] - tool for planning assignments
# Start [[Woodford]]. If you have not used it used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM [[Woodford#Microsoft_Dynamics|here]].
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* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated application for mobile users
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
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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
===  Resco CRM server ===
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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
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
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* [[Report Designer]] - tool for designing report templates
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
 
# Log in to your organization using the e-mail and password you used for registering the organization.
 
# Click '''Log in'''.
 
 
 
To integrate Inspections feature into an existing Resco CRM project
 
# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
 
# Start [[Woodford]] from the management console.
 
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
 
 
 
== Permissions ==
 
 
 
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 / 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).
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Customization and setup are done via additional tools:
* Create permission – is needed so the user can answer questionnaire templates and save the completed questionnaires.
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* [[Woodford]]: for creating and updating app projects
* Update, Delete permissions – users may not have these permissions unless they’re creating questionnaires themselves.
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* [[Admin Console]]: for managing users and administering your Resco Cloud organization
  
; 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 CRM backend.
 
  
 
[[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