Manager's experience: Difference between revisions

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{{Inspections TOC}}
If your [[Resco Inspections]] is running on the [[Resco Cloud]] dedicated for inspections ([https://inspections.resco.net/ inspections.resco.net]), you can access a custom landing page that offers many useful tools for management.
If your [[Resco Inspections]] is running on the [[Resco Cloud]] dedicated for inspections ([https://inspections.resco.net/ inspections.resco.net]), you can access a custom landing page that offers many useful tools for management.


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The following tools available on the landing page aid you in all phases of the inspection process.
The following tools available on the landing page aid you in all phases of the inspection process.
{|
{|
| [[File:Manager's experience.png|x660px]]
| [[File:Manager's experience.png|x750px]]
| Overview
| Overview
* Home – quick access to main inspection features
* Home – quick access to main inspection features
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Assign work
Assign work
* [[Schedule Board]] – plan assignments and track the completion
* [[Schedule Board]] – plan assignments and track the completion
* Submitted Incidents – review incidents reported by your clients using the [[client portal]]


Review
Review
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* Mobile Report Editor ([[Report Designer]]) – design reports that you can run directly in the app
* Mobile Report Editor ([[Report Designer]]) – design reports that you can run directly in the app
* Manage Organization ([[Admin Console]]) – manage users and security profiles; manage data (edit, import, export): customers, assets, products, etc.; administer your database (metadata)
* Manage Organization ([[Admin Console]]) – manage users and security profiles; manage data (edit, import, export): customers, assets, products, etc.; administer your database (metadata)
* Audit log ([[Sync Dashboard]]) – track how your users synchronize their apps with the server
* Audit logs ([[Sync Dashboard]]) – track how your users synchronize their apps with the server
* Setup – change your password and configure your manager's page (minor changes only; contact your Woodford administrator for larger changee)
 
Portal
* [[Client portal|Create Portal]] – Create a web portal for your customers who can then review past inspections and submit new incidents
|}
|}


== Customizing the experience ==
== Customizing the experience ==


Behind the scenes, the manager's experience is actually a custom [[app project]] with the name "Manager". It has been designed to run in the web app, in your browser on a computer. However, you can also sync your other devices with this project. It runs best on larger devices.
Behind the scenes, the manager's experience is actually a custom [[app project]] with the name "Manager". The Manager project has been designed to run in the web app, in your browser on a computer. However, you can also sync your other devices with this project. It runs best on larger devices.


[[File:Manager's experience in woodford.png|600px]]
[[File:Manager's experience in woodford.png|600px]]


Its priority has been set to -1 so that it does not accidentally become active for users it is not intended for.
Its priority has been set to -1 so that it does not accidentally become active for users it is not intended for.
{{Note|Do not delete, disable, or rename this project.|Warning}}


If you want to modify the look and feel of the manager's experience, you can clone the project and then edit it as needed. Just like with other app projects, you can create project variants for various user roles: for example, you can edit the home screen and delete the items that are not relevant for a particular role.
If you want to modify the look and feel of the manager's experience, you can clone the project and then edit it as needed. Just like with other app projects, you can create project variants for various user roles: for example, you can edit the home screen and delete the items that are not relevant for a particular role.
== Managers Guide ==
To get started with Resco Inspections as a manager, check out also the '''[https://www.resco.net/downloads/Managers_Guide.pdf Managers Guide]'''. This PDF document walks you through the process of Resco Inspections from a manager's perspective, with topics like:
* what is Resco Inspections
* how to access and use the web interface
* How to create your first questionnaire
* how to use questionnaires in the app
* how to analyze collected data
* how to manage users
* ... and much more


[[Category:Resco Inspections]]
[[Category:Resco Inspections]]

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