Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Excerpt

The Manager web app includes:

  • Calendar: View all technicians' appointments. You can select to view all appointments, job appointments, service appointments, and technician activities. The display options include Agenda, Day, Week, or Month. Appointments are color-coded based on the appointment type (job, service, or technician activity). The filter for the calendar view is the Previous, Current, and Next Month. Appointments cannot be created for technicians in the Inspection Manager.

  • Dashboard: View the inspection information in chart views that includes the duration per template, duration per user, passed and failed templates. You can select the chart icon in each card that allows you to change the chart type that is displayed. The Dashboard is configurable in Woodford (Dashboard > My Dashboard)

  • Technicians: View a list of technicians with the Inspector role. Select the technician's name to view:

    • Contact information. If you are using Schedule, the telephone number entered in Schedule (Administration > Resource Options) auto-populates in the Mobile Phone field. You will need to Load Data in MobileTech Admin (Tools > Load Data) to update the telephone number in the MobileTech Inspection Manager web app. If you update the technician's phone number in Resco Cloud, this will not update the phone number in Schedule.

    • Appointments: Select an appointment to view additional information.

    • Inspections:

      • View a list of the technician's inspections or change to a chart view. In the list view, select an inspection to view the form.

      • If the inspection hasn't been completed, you can edit the inspection and save the changes, complete the inspection, and create the mobile report. However be aware that if the technician makes changes to the inspection, changes made in the Inspection Manager will overwrite the technician's changes.

      • View the technician's submitted (saved) inspection reports.

  • Editors: Provides access to the Inspection Designer and the Mobile Report Editor.

  • Auto Dashboard: Quickly visualize and evaluate questionnaire results on graphs and charts.

  • Result Viewer:  View completed questionnaires or export them for further analysis

  • Submitted Reports: View the saved inspection reports for all technicians. The filter displays reports submitted in the previous and current weeks. You can select other filters by selecting the Filter button.

...