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{{Inspections TOC}}
{{Academy|14|Resco Inspections}} {{Inspections TOC}}
: ''This article is about adding inspections features to [[Resco Mobile CRM]] app using [[Woodford]]. For information about the product, see '''[[Resco Inspections]]'''.
: ''This article is about Resco Inspections module that can be added to your app project in Woodford to support inspections features. For information about the standalone product on Resco Cloud, see '''[[resco.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.
 
== Components ==
 
Resco Inspections is a flexible module with many customization options.
 
;Questionnaires
: Questionnaires, checklists, guides, surveys that can be viewed and answered in the mobile app.
:* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
:* You don't have to start from scratch! 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.
 
; Reports
: Resco Inspections supports [[mobile report]]s that can be generated in your mobile device for each answered questionnaire, including signatures, even offline.
:* [[Mobile reports for Resco Inspections]]
* [[Report Designer]] - tool for designing report templates
 
; Displaying results
: You can easily access the answers collected in the field from your office.
:* [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
:* [[Results Viewer]] - tool for viewing completed questionnaires
 
; Customizing
: Use the powerful [[Woodford]] configuration tool to modify your Resco [[app projects]] to better suit the needs of your mobile users.
 
== Backend 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 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 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]].
 
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]]
 


== Configuring in Woodford ==
== Configuring in Woodford ==
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/5606"

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