Resco.Inspections: Difference between revisions

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* [[Results Viewer]] - tool for viewing completed questionnaires
* [[Results Viewer]] - tool for viewing completed questionnaires
* [[Report Designer]] - tool for designing report templates
* [[Report Designer]] - tool for designing report templates
* [[Manager's experience]] - collection of useful web tools for managers


Customization and setup are done via additional tools:
Customization and setup are done via additional tools:
* [[Woodford]]
* [[Woodford]]
* [[Admin Console]] (when used with [[Resco Cloud]] as your backend)
* [[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:
Online resources:
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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 ===
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Inspectors in the field can initiate a video call to an expert. The recipient can draw instructions straight into the shared video scene.
Inspectors in the field can initiate a video call to an expert. The recipient can draw instructions straight into the shared video scene.
* [[Houston]]
* [[Houston video calls]]


== Reports ==
== Reports ==
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* '''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.
* '''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>
: <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 ===
=== Slow questionnaire loading time ===

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