Manager's experience: Difference between revisions
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The following tools available on the landing page aid you in all phases of the inspection process. | The following tools available on the landing page aid you in all phases of the inspection process. | ||
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| [[File:Manager's experience.png| | | [[File:Manager's experience.png|x750px]] | ||
| Overview | | Overview | ||
* Home – quick access to main inspection features | * Home – quick access to main inspection features | ||
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Assign work | Assign work | ||
* [[Schedule Board]] – plan assignments and track the completion | * [[Schedule Board]] – plan assignments and track the completion | ||
* Submitted Incidents – review incidents reported by your clients using the [[client portal]] | |||
Review | Review | ||
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* Manage Organization ([[Admin Console]]) – manage users and security profiles; manage data (edit, import, export): customers, assets, products, etc.; administer your database (metadata) | * Manage Organization ([[Admin Console]]) – manage users and security profiles; manage data (edit, import, export): customers, assets, products, etc.; administer your database (metadata) | ||
* Audit logs ([[Sync Dashboard]]) – track how your users synchronize their apps with the server | * Audit logs ([[Sync Dashboard]]) – track how your users synchronize their apps with the server | ||
* Setup – change your password and configure your manager's page | |||
Portal | |||
* [[Client portal|Create Portal]] – Create a web portal for your customers who can then review past inspections and submit new incidents | |||
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Revision as of 06:17, 6 April 2021
If your Resco Inspections is running on the Resco Cloud dedicated for inspections (inspections.resco.net), you can access a custom landing page that offers many useful tools for management.
Accessing the manager's experience
- 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.
Available functions
The following tools available on the landing page aid you in all phases of the inspection process.
Overview
Workspace
Create forms
Assign work
Review
Monitor
Administration
Portal
|
Customizing the experience
Behind the scenes, the manager's experience is actually a custom app project with the name "Manager". The Manager project has been designed to run in the web app, in your browser on a computer. However, you can also sync your other devices with this project. It runs best on larger devices.
Its priority has been set to -1 so that it does not accidentally become active for users it is not intended for.
| Warning | Do not delete, disable, or rename this project. |
If you want to modify the look and feel of the manager's experience, you can clone the project and then edit it as needed. Just like with other app projects, you can create project variants for various user roles: for example, you can edit the home screen and delete the items that are not relevant for a particular role.