Guides: Difference between revisions
| Line 16: | Line 16: | ||
# Click '''Save'''. | # Click '''Save'''. | ||
# Optionally, click '''Add To Home''' if you want to add the Guides view as the last item on your [[home screen]]. | # Optionally, click '''Add To Home''' if you want to add the Guides view as the last item on your [[home screen]]. | ||
== Adding guide categories == | |||
Guides that you create can belong to a category. To keep your guides organized, create guide categories that are suitable for your organization. | |||
# Start the [[Admin Console]]. | |||
# Select '''Data > Manage Data'''. | |||
# Scroll down to the Guide Category entity and open it. | |||
# Click '''New''' and enter a category, for example, "maintenance" or "repair", and save it. | |||
== Guides editor == | == Guides editor == | ||
Revision as of 12:07, 16 March 2022
| Warning | Work in progress! We are in the process of updating the information on this page. Subject to change. |
Guides are an optional component of the resco.ServicePlatform that allows you to create documentation that your technicians in the field can follow.
Prerequisites
- Resco Cloud backend
- Release 15.0 (spring 2022) or later
Configuring in Woodford
- Edit an app project in Woodford.
- Select Settings > Guides from the Project menu.
- Select Enable Guides.
- Select the entities for which you want to define guides.
- Select Enable Feedback and set the delay after viewing a guide when a feedback form appears.
- Click Save.
- Optionally, click Add To Home if you want to add the Guides view as the last item on your home screen.
Adding guide categories
Guides that you create can belong to a category. To keep your guides organized, create guide categories that are suitable for your organization.
- Start the Admin Console.
- Select Data > Manage Data.
- Scroll down to the Guide Category entity and open it.
- Click New and enter a category, for example, "maintenance" or "repair", and save it.