Resco Inspections on Resco Cloud: Difference between revisions
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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 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 Cloud === | === Resco Inspections Cloud === | ||
To access the components and tools of Resco Inspections, use a web browser to connect to your organization. | To access the components and tools of Resco Inspections on the inspections cloud, use a web browser to connect to your organization. | ||
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>. | # 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. | # Log in to your organization using the email and password you used for registering the organization. | ||
# Click '''Log in'''. | # Click '''Log in'''. | ||
To integrate Inspections feature into an existing Resco | === Resco Cloud === | ||
# Go to your Resco | |||
# Start [[Woodford]] from the | To access the components and tools of Resco Inspections on 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]]. | # Enable inspections as described [[Inspections#Configuring_in_Woodford|here]]. | ||
Revision as of 13:05, 30 June 2020
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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
- Questionnaire Designer (formerly called Inspections Designer or builder) - powerful tool for creating questionnaires
- Schedule Board or Scheduler - tool for planning assignments
- Resco Inspections app or Inspector - a dedicated mobile application
- 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:
- Woodford
- Admin Console (when used with Resco Cloud as CRM)
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 Cloud
To access the components and tools of Resco Inspections on the inspections cloud, use a web browser to connect to your organization.
- Go to
https://inspections.resco.net/<your organization>. - Log in to your organization using the email and password you used for registering the organization.
- Click Log in.
Resco Cloud
To access the components and tools of Resco Inspections on Resco Cloud, use a web browser to connect to your organization.
- Go to
https://rescocrm.com/Login.aspx. - 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 landing page.
- Enable inspections as described 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 here.
- Enable inspections as described here.
See also a detailed blog post describing this procedure. Blog
Salesforce
- Log in to your Salesforce server, go to the 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: salesforce.resco.net
- Sandbox: salesforce-test.resco.net
- Start Woodford.
- Click Update to download your custom settings to Woodford.
- Open a default project called Inspections and click Validate to verify that your organization's metadata are compatible with settings in the default project.
- 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.
- Customize the project as needed and publish it.
See also a detailed blog post describing this procedure. 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.
SAP ERP
Contact Resco for information about connecting to your ERP and working with your data.
API
- Questionnaire OData service: a read-only OData v4 API service for accessing questionnaire results
- Resco CRM Connector: a universal REST API to Resco Cloud
Inspections using a smartwatch
Inspectors can use smartwatches paired to their phone to fill in the questionnaires. This function requires Apple Watch or devices that support Wear OS by Google.
- See Smartwatch integration for details.
- See inspection in action. YouTube
Inspections using HoloLens
Inspectors can use mixed reality via Microsoft HoloLens to fill in the questionnaires.
Inspections with augmented-reality video calls
Inspectors in the field can initiate a video call to an expert. The recipient can draw instructions straight into the shared video scene.
Reports
The demo data includes the automatic report, a generic default report for any questionnaire. This report can be made available in the app without any additional configuration using Report Designer. Automatic reports are only available for the standalone Resco Inspections product.
While editing a questionnaire using Questionnaire Designer, you can use the Mobile Report button to open the Report Designer. This function will take the questionnaire structure and convert it into a custom report with the same structure. This new report is also linked to the questionnaire.
Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.
See also
- Resco Inspections product page that includes a link to start a trial organization.
- Resco Inspections online training Academy