Difference between revisions of "Resco Inspections"

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(moving content that applies to Inspections feature used with Resco Mobile CRM)
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* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.
 
* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.
  
Resco Inspections consists of five major components (modules):
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== Components ==
 
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires
 
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires
 
* [[Schedule Board]] or Scheduler - tool for planning assignments
 
* [[Schedule Board]] or Scheduler - tool for planning assignments
* [[Resco Inspections (app)|Inspector]] - a dedicated mobile application
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* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated mobile application
 
* [[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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* [[Admin Console]] (when used with [[Resco CRM server]] as CRM)
 
* [[Admin Console]] (when used with [[Resco CRM server]] as CRM)
  
== Back-end integration ==
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== Backend integration ==
  
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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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.
  
== Connecting to Inspections ==
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=== Resco Cloud ===
  
 
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
 
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
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# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
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# Log in to your organization using the email and password you used for registering the organization.
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# Click '''Log in'''.
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To integrate Inspections feature into an existing Resco CRM project
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# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
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# Start [[Woodford]] from the management console.
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# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
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=== Microsoft Dynamics ===
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# Log in to Microsoft Dynamics 365.
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# 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 [[Woodford#Microsoft_Dynamics|here]].
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# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
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See also a [https://blog.resco.net/2019/02/14/resco-inspections-for-microsoft-dynamics-365-start-building-your-first-questionnaire/ detailed blog post] describing this procedure. {{Badge|Blog}}
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=== Salesforce ===
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# Log in to your Salesforce server, go to the [https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E9TXuUAN AppExchange] and install the [[Resco managed package]] to the Salesforce organization in which you want to run Resco Inspections.
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# Log in to the [[Resco for Salesforce]] website.
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#* Production: [https://salesforce.resco.net salesforce.resco.net]
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#* Sandbox: [https://salesforce-test.resco.net salesforce-test.resco.net]
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# Start [[Woodford]].
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# Click '''Update''' to download your custom settings to Woodford.
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# Open a default [[app projects|project]] called Inspections and click '''Validate''' to verify that your organization's metadata are compatible with settings in the default project.
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#: <small>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.</small>
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# Customize the project as needed and publish it.
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See also a [https://blog.resco.net/2019/05/07/resco-inspections-for-salesforce/ detailed blog post] describing this procedure. {{Badge|Blog}}
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When you use Inspections without custom objects on Salesforce, the following limitations apply:
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* Question data are stored on Resco Cloud and not available in Salesforce UI.
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* Binary questions (e.g. images and signatures) are not supported.
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* Data migration from Resco Cloud to Salesforce is not supported.
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* Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.
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=== SAP ERP ===
  
# Navigate to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
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[mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.
# Log in to your organization using the e-mail and password you used for registering the organization.
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# Click '''Log in'''.
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== Inspections using a smartwatch ==
  
== Permissions ==
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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.
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* See [[Smartwatch integration]] for details.
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* See [https://www.youtube.com/watch?v=8fPcD_v6zEk|smartwatch inspection in action]. {{Badge|Webinar|YouTube}}
  
Permissions for Inspections entities (Question, Question Groups, Questionnaire) need to be set based on what action will the user perform on questionnaires.
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== Inspections using HoloLens ==
  
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).
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Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.
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* [[Resco Mobile CRM on HoloLens]]
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* [https://blog.resco.net/2019/12/05/innovations-in-resco-winter-update-2019/ Feature introduction] {{Badge|Blog}}
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* [https://www.youtube.com/watch?v=HYPtm8BxhoM HoloLens inspection in action] {{Badge|Webinar|YouTube}}
  
; User: (a person who is filling out the questionnaires)
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== Reports ==
  
* 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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The demo data includes the '''automatic report''', a generic default report for any questionnaire. This report can be made available in the app without any additional configuration using [[Report Designer]]. Automatic reports are only available for the standalone Resco Inspections product.
* 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)
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While editing a questionnaire using [[Questionnaire Designer]], you can use the '''Mobile Report''' button to open the Report Designer. This function will take the questionnaire structure and convert it into a custom report with the same structure. This new report is also linked to the questionnaire.
* 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.}}
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Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.
  
It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend.
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== See also ==
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* [https://www.resco.net/products/inspections/ Resco Inspections product page] that includes a link to start a trial organization.
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* [https://academy.resco.net/course/view.php?id=14 Resco Inspections online training] {{Badge|Academy}}
  
 
[[Category:Resco Inspections]]
 
[[Category:Resco Inspections]]

Revision as of 17:05, 25 February 2020

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

Customization and setup is done via additional tools:

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 Cloud

To access the components and tools of Resco Inspections, 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 integrate Inspections feature into an existing Resco CRM project

  1. Go to your Resco CRM organization and log in. (How?)
  2. Start Woodford from the management console.
  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

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.

SAP ERP

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

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.

Inspections using HoloLens

Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.

Reports

The demo data includes the automatic report, a generic default report for any questionnaire. This report can be made available in the app without any additional configuration using Report Designer. Automatic reports are only available for the standalone Resco Inspections product.

While editing a questionnaire using Questionnaire Designer, you can use the Mobile Report button to open the Report Designer. This function will take the questionnaire structure and convert it into a custom report with the same structure. This new report is also linked to the questionnaire.

Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.

See also