9,280
edits
Resco Inspections on Dynamics 365: Difference between revisions
Jump to navigation
Jump to search
→Questionnaire Designer
| Line 42: | Line 42: | ||
=== Questionnaire Designer === | === Questionnaire Designer === | ||
To create your own custom inspection templates, checklists or questionnaires, you need to open the tool called Questionnaire Designer. Just like Woodford, it is a web-based configurator tool included in the Woodford solution, so you only need a web browser (we suggest using Chrome); there is no need to install anything else. | To create your own custom inspection templates, checklists, or questionnaires, you need to open the tool called [[Questionnaire Designer]]. Just like Woodford, it is a web-based configurator tool included in the Woodford solution, so you only need a web browser (we suggest using Chrome); there is no need to install anything else. | ||
Detailed steps for Dynamics 365 Online: | Detailed steps for Dynamics 365 Online: | ||
# In the web browser log into your Dynamics 365 organization and switch to the Resco Suite app: | # 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 | # 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]] | ||
#: 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]]. | |||
# When your finish your new template, click '''Save & Close'''. | |||
# In the Questionnaires List select the draft of your template and click '''Activate'''.<br>[[File:12 Template activation.png|600px]] | |||
Your template is now active and ready to be used [[Resco_Inspections_on_Dynamics_365#Mobile_app|in the mobile app]]. | |||
=== Mobile app === | === Mobile app === | ||