Resco.Inspections: Difference between revisions

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+{{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:
 * 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):
+== 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
-* [[Resco Inspections (app)|Inspector]] - a dedicated mobile application
+* [[Resco Inspections (app)|Resco Inspections app or 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:
+Customization and setup are done via additional tools:
 * [[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 ==
-== Back-end 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 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.
+=== Resco Inspections on Resco Cloud ===
+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>.
+# 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'''.
+To integrate Inspections feature into an existing Resco Cloud project
+# Go to your Resco Cloud organization as described above.
+# Start [[Woodford]] from the [[Resco_Cloud#Resco_Cloud_landing_page|landing page]].
+# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
 === Microsoft Dynamics ===
 # Log in to Microsoft Dynamics 365.
-# 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]].
+# 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]].
 # Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
-===  Resco CRM server ===
+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 ===
+# 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.
+#* Production: [https://salesforce.resco.net salesforce.resco.net]
+#* Sandbox: [https://salesforce-test.resco.net salesforce-test.resco.net]
+# Start [[Woodford]].
+# Click '''Update''' to download your custom settings to Woodford.
+# 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.
+#: <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>
+# Customize the project as needed and publish it.
+See also a [https://blog.resco.net/2019/05/07/resco-inspections-for-salesforce/ detailed blog post] describing this procedure. {{Badge|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 [[Getting_started_with_Salesforce#Grant_permissions_to_non-admins|Grant permissions to non-admins]].
+=== 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.
+=== 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 ==
+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.
+* See [[Smartwatch integration]] for details.
+* See [https://www.youtube.com/watch?v=8fPcD_v6zEk|smartwatch inspection in action]. {{Badge|Webinar|YouTube}}
+== Inspections using HoloLens ==
+Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.
+* [[Resco Mobile CRM on HoloLens]]
+* [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}}
+== 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 ==
+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.
-To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
+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.
-# 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.
+Use the parameter '''Dependency Level''' in the [[Questionnaire_Designer#Properties_pane|properties of a questionnaire template]] to control this behavior.
-# Click '''Log in'''.
+* '''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 ===
-To integrate Inspections feature into an existing Resco CRM project
+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.
-# 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 ==
+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]].
-Permissions for Inspections entities (Question, Question Groups, Questionnaire) need to be set based on what action will the user perform on questionnaires.
+=== Sync: upload takes too long ===
-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).
+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.
-; User / Inspector: (a person who is filling out the questionnaires)
+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.
-* Read permission – required for owned records and records owned by the manager that creates the questions (e.g. Business unit level).
+* '''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.
-* Create permission – is needed so the user can answer questionnaire templates and save the completed questionnaires.
+* '''JSON''' or '''Compressed JSON''': These options offer improved synchronization performance, however, not all tools understand JSON.
-* 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)
+=== Sync: download takes too long ===
-* 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.}}
+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'''.
-It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend.
 [[Category:Resco Inspections]]

Resco.Inspections: Difference between revisions

Resco.Inspections (view source)

Revision as of 07:33, 22 July 2021

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