Difference between revisions of "Resco Inspections"

From Resco's Wiki
Jump to navigation Jump to search
m (→‎Backend integration: move resco cloud to a prominent position)
 
(26 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
{{Academy|14|Resco Inspections}}{{Inspections TOC}}
 +
{|
 +
|-
 +
| [[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]]
 +
|}
 +
 
'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process:
 
'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process:
 
* Create custom questionnaires, dynamic forms, surveys and more.  
 
* Create custom questionnaires, dynamic forms, surveys and more.  
Line 4: Line 10:
  
 
== Components ==
 
== Components ==
* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - 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
 
* [[Schedule Board]] or Scheduler - tool for planning assignments
 
* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated mobile application
 
* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated mobile application
Line 11: Line 17:
 
* [[Report Designer]] - tool for designing report templates
 
* [[Report Designer]] - tool for designing report templates
  
Customization and setup is done via additional tools:
+
Customization and setup are done via additional tools:
 
* [[Woodford]]
 
* [[Woodford]]
* [[Admin Console]] (when used with [[Resco CRM server]] as CRM)
+
* [[Admin Console]] (when used with [[Resco Cloud]] as your backend)
 +
 
 +
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.
  
 
== Backend integration ==
 
== 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 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 ===
+
=== Resco Inspections on Resco Cloud ===
  
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
+
Resco Inspections works best on the dedicated inspections cloud. Use a web browser to connect to your organization.
 
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
 
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
 
# Log in to your organization using the email and password you used for registering the organization.
 
# Log in to your organization using the email and password you used for registering the organization.
 +
# 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.
 +
# Go to <code><nowiki>https://rescocrm.com/Login.aspx</nowiki></code>.
 +
# Enter your organization name, email address, and your password.
 
# Click '''Log in'''.
 
# Click '''Log in'''.
  
To integrate Inspections feature into an existing Resco CRM project
+
To integrate Inspections feature into an existing Resco Cloud project
# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
+
# Go to your Resco Cloud organization as described above.
# Start [[Woodford]] from the management console.
+
# Start [[Woodford]] from the [[Resco_Cloud#Resco_Cloud_landing_page|landing page]].
 
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
 
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
  
Line 38: Line 58:
  
 
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}}
 
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}}
 +
 +
We have also prepared a dedicated page to guide you through the process of setting up and using '''[[Resco Inspections on Dynamics 365]]'''.
  
 
=== Salesforce ===
 
=== Salesforce ===
  
# Log in to your Salesforce, 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.
+
# 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.
 
# Log in to the [[Resco for Salesforce]] website.
 
# Log in to the [[Resco for Salesforce]] website.
 
#* Production: [https://salesforce.resco.net salesforce.resco.net]  
 
#* Production: [https://salesforce.resco.net salesforce.resco.net]  
Line 58: Line 80:
 
* Data migration from Resco Cloud to Salesforce is 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.
 
* 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 [[Getting_started_with_Salesforce#Grant_permissions_to_non-admins|Grant permissions to non-admins]].
  
 
=== SAP ERP ===
 
=== SAP ERP ===
  
 
[mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.
 
[mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.
 +
 +
=== API ===
 +
 +
* [[Questionnaire OData service]]: a read-only [https://www.odata.org/ OData v4] API service for accessing questionnaire results
 +
* [[Resco CRM Connector]]: a universal REST API to [[Resco Cloud]]
  
 
== Inspections using a smartwatch ==
 
== Inspections using a smartwatch ==
Line 75: Line 104:
 
* [https://blog.resco.net/2019/12/05/innovations-in-resco-winter-update-2019/ Feature introduction] {{Badge|Blog}}
 
* [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}}
 
* [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]]
  
 
== Reports ==
 
== 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.
+
With Resco Inspections, you can follow up the inspection with generating a report, for example in PDF format. The report is created directly on the device, even offline.
 +
 
 +
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. 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.
+
While editing a questionnaire using [[Questionnaire Designer]], you can use the '''Mobile Report''' button to open the [[Report Designer]]. This function takes the questionnaire structure and converts it into a custom report with the same structure. This new report is also linked to the questionnaire. You can then modify the report to fit your needs.
  
 
Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.
 
Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.
  
== See also ==
+
For more information, see [[mobile reports for Resco Inspections]].
* [https://www.resco.net/products/inspections/ Resco Inspections product page] that includes a link to start a trial organization.
+
 
 +
== 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 are using the default questionnaire settings, 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'''.
 +
 
  
 
[[Category:Resco Inspections]]
 
[[Category:Resco Inspections]]

Latest revision as of 07:33, 22 July 2021

Resco Academy
Resco Academy has a course on a similar subject:
Resco Inspections
Innovations
Miscellaneous
Button.jpg Demo.jpg

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 are done via additional tools:

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:

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

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.

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.

Reports

With Resco Inspections, you can follow up the inspection with generating a report, for example in PDF format. The report is created directly on the device, even offline.

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. 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 takes the questionnaire structure and converts it into a custom report with the same structure. This new report is also linked to the questionnaire. You can then modify the report to fit your needs.

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

For more information, see mobile reports for Resco Inspections.

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 are using the default questionnaire settings, 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 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.
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.

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 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 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 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 Synchronization strategy for the entity Questionnaire to Incremental with Sync Filter.