Resco Inspections

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Revision as of 12:07, 10 July 2019 by Jzambor (talk | contribs) (Back-end integration)
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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.

Resco Inspections consists of six major components (modules):

Customization and setup is done via additional tools:

Back-end 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.

Microsoft Dynamics

  1. Log in to Microsoft Dynamics 365.
  2. 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 here.
  3. Enable inspections as described here.

See also a detailed blog post describing this procedure. Blog

Salesforce

  1. Start by visiting Salesforce AppExchange and install the Resco Managed Package to the Salesforce organization in which you want to run Resco Inspections.
  2. Download the Resco Inspections (app) from the app store native to your device.
  3. Launch the app and connect to your Salesforce server.
    You can connect to Resco with any Salesforce account. However, only by using the administrator or other account with privileges to see all business objects, profiles and users you will ensure that connection runs smoothly and everyone from your organization can use Inspections without a problem.
  4. Using your browser, log in to the Resco for Salesforce website.
  5. Start Woodford.
  6. Click Update to download your custom settings to Woodford.
  7. 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.
  8. Customize the project as needed and publish it.

See also a detailed blog post describing this procedure. Blog

Resco CRM server

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 e-mail 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.

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).
  • 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.
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.