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Behind the scenes, the manager's experience is actually a Woodford 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. For more information, see Resco's Wiki: https://docs.resco.net/wiki/Manager%27s_experience.

Table of Contents

Overview

Excerpt

The Manager dashboard includes:

  • Calendar: View all technicians (with the Inspector role) appointments. You can choose to view all appointments, job appointments, my appointments, my completed appointments, and service appointments. The view 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.

    Note

    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
    • Appointments: Select an appointment to view additional information.
    • Inspections:
      • You view a list of inspections or change to a chart view. In the list view, select an inspection to view the report.
      • 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.
  • 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 generated inspection reports. The filter displays reports submitted in the previous and current weeks. You can select other filters by selecting the Filter button.

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