Resco Inspections on Dynamics 365: Difference between revisions

# In the web browser (we suggest using Chrome) log into your Dynamics 365 organization and switch to the '''Resco Suite''' app.<br>[[File:01 Resco Suite app.png|600px]]

# Click '''Woodford''' to open the [[Woodford]] tool.<br>[[File:02 Woodford.png |600px]]

# In the wizard, set '''Type''' to "Standard User" and choose the Inspector template from the gallery, then click '''Next'''.<br>[[File:03 New Project 1.png |600px]]

# Enter '''New App Name''' (e.g., "Inspector App") and click '''Next'''.<br>[[File:04 New Project 2.png |600px]]

# In the last step, enter the name of your project (e.g., "Inspector Project"), select the security role(s) this project will be associated with and click '''Create'''.<br>[[File:05 New Project 3.png |600px]]

# Finally, open the new app project and [[Publishing app projects|publish it]].<br>[[File:06 Publish project.png|600px]]

# In Woodford, edit your [[app project]] and select '''[[Inspections]]''' from the '''Project''' menu.<br>[[File:07 Inspections disabled.png|600px]]

# Check '''Enable Inspections''' and confirm that you have the appropriate license, then click '''Save'''.<br>[[File:08 Inspections enabled.png|600px]]

# Optionally, install some sample questionnaire templates via the Questionnaire Designer tool.<br>[[File:09 Inspections configuration.png|600px]]

# In the web browser, log into your Dynamics 365 organization and switch to the Resco Suite app.<br>[[File:01 Resco Suite app.png|600px]]  

# Select Inspections and start the Questionnaire Designer tool.<br>[[File:10 Questionnaire Designer.png|600px]]  

# New window with the Questionnaire Designer opens. Click either the '''New''' button or the '''New Questionnaire''' link to start the [[Questionnaire_Designer#Creating_a_new_questionnaire|New Questionnaire Wizard]].<br>[[File:11 New questionnaire.png|600px]]<br>A quick overview of the Questionnaire Designer’s capabilities can be found [[Resco_Inspections_on_Dynamics_365#Designing_the_questionnaire|later in this article]]; more comprehensive information are [[Questionnaire Designer|here]].

# In the Questionnaires List select the draft of your template and click '''Activate'''.<br>[[File:12 Template activation.png|600px]]

[[File:16 Question name.png|600px]]

[[File:Summer 2020 scoring.png|600px]]

[[File:18 Style.png|600px]]

; [[Questionnaire_Designer#Smart_question_properties|Smart question properties]]: Simple rules that allow you to easily control some properties of the groups or questions<br>[[File:Smart question rule.png]]

; [[Questionnaire_Designer#Smart_default_values|Smart default values]]: Configure a default value to save time for the inspector in the field<br>[[File:Smart default value.png|600px]]

; [[Questionnaire_Designer#Editing_rules|Rules]]: More complex root-level or group-level rules managed within the Rules Designer <br>[[File:19 Rules.png|600px]]

[[File:44 Complete wit a report.png| 200px]] [[File:45 Mobile report.png|400px]]

[[File:01 Resco Suite app.png|600px]]

[[File:40 Result Viewer 1.png|600px]]

[[File:41 Result Viewer 2.png|600px]]

[[File:List of questionnaires on dynamics.png|600px]]

[[File:Dynamics list of questionnaires.png|600px]]

[[File:Dynamics questionnaire form.png|600px]]

[[File:46 Questionnaire Player 1.png|600px]]

[[File:47 Questionnaire Player 2.png|600px]]