Resco Inspections on Resco Cloud: Difference between revisions

Latest revision as of 09:07, 22 July 2024

Resco Academy has a course on a similar subject:

Resco Inspections

Resco Inspections
Questionnaire Player Gen 2 Questionnaire Designer + usage examples Mobile reports for Resco Inspections Best practices for deploying Inspections Resco Inspections data model JSON storage for questionnaires Results Viewer Library of predefined templates + how to Backend-specific Inspections on Dynamics Inspections on Power Platform Inspections on Salesforce Inspections on Resco Cloud Manager's experience + Guide (PDF) Resco Inspections (app) Schedule Board Client portal Innovations HoloLens Smartwatch Voice control Zebra Miscellaneous Questionnaire OData service Adding questionnaires to app projects

This article is about the standalone product resco.Inspections using Resco Cloud as the backend server. See Inspections for general information about the inspections functionality that can be used also with different backend servers.

Resco Inspections is a solution that allows you to shape every step of your inspection process. It is built on the flexible Resco platform and safely stores your organization data in Resco Cloud.

Benefits

Create custom questionnaires, dynamic forms, surveys, and more.
Distribute the work evenly on your staff in the field.
Make inspections more effective for your field staff and analyze collected data afterward – all with one solution.
Integrate with third-party systems.

Components

Questionnaire Designer (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
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.
Schedule Board - tool for planning assignments
Resco Inspections app or Inspector - a dedicated application for mobile users
Manager's experience - a collection of useful web tools for managers in the back office
Client portal - web portal for your clients where they can review past inspections and ask for a new one
Automatic Dashboard or Analyst - tool for visualizing and evaluating questionnaire results
Results Viewer - tool for viewing completed questionnaires
Report Designer - tool for designing report templates

Customization and setup are done via additional tools:

Woodford: for creating and updating app projects
Admin Console: for managing users and administering your Resco Cloud organization

@@ Line 1: / Line 1: @@
-'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process:
+{{Academy|14|Resco Inspections}}{{Inspections TOC}}
-* Create custom questionnaires, dynamic forms, surveys and more.
+: ''This article is about the standalone product resco.Inspections using Resco Cloud as the backend server. See [[Inspections]] for general information about the inspections functionality that can be used also with different backend servers.
-* Make inspections more effective for your field staff and analyze collected data afterwards – all with one solution.
+{|
+|-
+| [[File:Button.jpg|224px|link=https://www.resco.net/request-a-trial/?product=inspections]]|| [[File:Demo.jpg|224px|link=https://www.resco.net/request-a-demo/?product=inspections]]
+|}
+'''Resco Inspections''' is a solution that allows you to shape every step of your inspection process. It is built on the flexible [[Resco platform]] and safely stores your organization data in [[Resco Cloud]].
+== Benefits ==
+* Create custom questionnaires, dynamic forms, surveys, and more.
+* Distribute the work evenly on your staff in the field.
+* Make inspections more effective for your field staff and analyze collected data afterward – all with one solution.
+* Integrate with third-party systems.
 == Components ==
-* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires
-* [[Schedule Board]] or Scheduler - tool for planning assignments
+* [[Questionnaire Designer]] (formerly called Inspections Designer or builder) - a powerful tool for creating questionnaires
-* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated mobile application
+* [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.
+* [[Schedule Board]] - tool for planning assignments
+* [[Resco Inspections (app)|Resco Inspections app or Inspector]] - a dedicated application for mobile users
+* [[Manager's experience]] - a collection of useful web tools for managers in the back office
+* [[Client portal]] - web portal for your clients where they can review past inspections and ask for a new one
 * [[Automatic Dashboard]] or Analyst - tool for visualizing and evaluating questionnaire results
 * [[Results Viewer]] - tool for viewing completed questionnaires
 * [[Report Designer]] - tool for designing report templates
-Customization and setup is done via additional tools:
+Customization and setup are done via additional tools:
-* [[Woodford]]
+* [[Woodford]]: for creating and updating app projects
-* [[Admin Console]] (when used with [[Resco CRM server]] as CRM)
+* [[Admin Console]]: for managing users and administering your Resco Cloud organization
-== Back-end integration ==
-Resco Inspections performs excellently with our proprietary CRM solution, [[Resco CRM server]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third party systems.
-=== Microsoft Dynamics ===
-# Log in to Microsoft Dynamics 365.
-# Start [[Woodford]]. If you have not used it 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}}
-=== Salesforce ===
-# Start by visiting Salesforce [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.
-# Download the [[Resco_Inspections_(app)#Availability|Resco Inspections (app)]] from the app store native to your device.
-# Launch the app and [[Connecting_to_CRM|connect to your Salesforce server]].
-#: <small>You can connect to Resco with any Salesforce account. However, only by using the administrator or other account with privileges to see all business objects, profiles and users you will ensure that connection runs smoothly and everyone from your organization can use Inspections without a problem.</small>
-# Using your browser, 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}}
-===  Resco CRM server ===
-To access the components and tools of Resco Inspections, 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 e-mail and password you used for registering the organization.
-# Click '''Log in'''.
-To integrate Inspections feature into an existing Resco CRM project
-# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
-# Start [[Woodford]] from the management console.
-# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
-=== 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.
 [[Category:Resco Inspections]]