Inspections: Difference between revisions

Jump to navigation Jump to search
599 bytes removed ,  31 May 2022
→‎Technical information: portions moved elsewhere
(→‎Completion status: moved elsewhere)
(→‎Technical information: portions moved elsewhere)
Line 192: Line 192:
== Technical information ==
== Technical information ==


Resco Inspections utilizes the data-driven architecture rather than the metadata-driven approach. It means that the Resco Inspections data model (entities, fields, relationships) is already created, and when building a new custom questionnaire template you are not altering the data model – instead, you’re adding the entity records. As a consequence, the user who manages the questionnaire templates does not have to be a backend administrator since this user is not changing the data model.
When building a new custom questionnaire template you are not altering the data model (entities, fields, relationships) – instead, you’re adding the entity records. As a consequence, the user who manages the questionnaire templates does not have to be a backend administrator since this user is not changing the data model.


All questionnaire data is saved as records on your backend server (Resco Cloud/Dynamics/Salesforce), in multiple custom entities:
All questionnaire data is saved as records in multiple custom entities:
* '''Questionnaire''' (resco_questionnaire) stores information about the questionnaire templates, snippets, and answered questionnaires.
* '''Questionnaire''' stores information about the questionnaire templates, snippets, and answered questionnaires.
* '''Question Group''' (resco_questiongroup) stores information about the question groups. Each question group can contain multiple questions.
* '''Question Group''' stores information about the question groups. Each question group can contain multiple questions.
* '''Question''' (resco_question) stores all the questions created for the questionnaire, as well as answers.
* '''Question''' stores all the questions created for the questionnaire, as well as answers.
* '''Questionnaire Folder''' (resco_questionnairefolder) stores information about the folder structure that organizes questionnaire templates in the designer.
* '''Questionnaire Folder''' stores information about the folder structure that organizes questionnaire templates in the designer.


See also: [https://blog.resco.net/2020/06/02/resco-inpections-for-dynamics-365-data/ Dynamics 365 – how is the data stored?] {{Badge|Blog}}
See also: [[Resco Inspections data model]]


=== Saving questionnaire data ===
=== Saving questionnaire data ===


When an app user starts a questionnaire in the app, a new copy of the template is created. For an answered questionnaire, we store both questions and answers. When you enable template dependency, the answered questionnaire is no longer self-contained (it refers to the template) but each answer needs less data (faster sync and less database storage). How self-contained should answers be is configured on the questionnaire template's '''Properties''' pane, in the '''Template Dependency''' field.
When an inspector starts answering a questionnaire in the app, a new copy of the template is created. For an answered questionnaire, we store both questions and answers. When you enable template dependency, the answered questionnaire is no longer self-contained (it refers to the template) but each answer needs less data (faster sync and less database storage). How self-contained should answers be is configured on the questionnaire template's '''Properties''' pane, in the '''Template Dependency''' field.


Questionnaire data can be saved in three different formats:
Questionnaire data can be saved in three different formats:
Line 210: Line 210:
* Record-based model (default): Each answer in a questionnaire is a record.
* Record-based model (default): Each answer in a questionnaire is a record.
* JSON / compressed JSON: Answers are stored in JSON format that might be compressed. JSON requires fewer records and may result in faster synchronization. However, analyzing the answers may require additional effort.
* JSON / compressed JSON: Answers are stored in JSON format that might be compressed. JSON requires fewer records and may result in faster synchronization. However, analyzing the answers may require additional effort.
<!-- * Hybrid model (planned for a future release): Combination of the previous two models. For each question, you can configure what you prefer. -->


The data model can be configured on the questionnaire template's '''Properties''' pane, in the '''Answer Storage''' field.
The data model can be configured on the questionnaire template's '''Properties''' pane, in the '''Answer Storage''' field.
See also: [[Resco Inspections data model]]


=== Permissions ===
=== Permissions ===

Navigation menu