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Excerpt

The Manager dashboard includes:

  • Calendar: View all resource 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.
  • Dashboard: View the questionnaire 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.
  • Technicians: View a list of technicians.
  • Editors: Provides access to the Inspection Designer and the Mobile Report Editor.
  • Integrations: Provides access to external integrations like, for example, Building Optimization Broker.
  • 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.

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Importing the Manager Project in Woodford

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.

  1. In MobileTech Administration, choose Tools > Launch Woodford. 
  2. Log into Resco Cloud.
  3. Select Import and navigate to C:\Program Files (x86)\Signature\MobileTech\Admin\Manager. (Or to the location MobileTech has been installed to.) 

  4. In the Add Mobile Project window, select MobileTech Inspection Manager 8-6-xx.woodford and then choose Open. 

  5. In the Import Project window, for Type, select Standard, and then select Next
  6. From the App drop-down, select Create a new app...
  7. In the New App Name field, enter Manager, and then select Next.
  8. In the Roles section, select Manager.
  9. Select Save.
  10. Publish the project.

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Note

The user with the Manager role should not be assigned to any other role within MobileTech as this affects what the user will see in the Resco Cloud dashboard. For information on the roles, see Woodford Roles Overview.

Accessing

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Resco's Manager Experience

  1. Go to https://inspections.resco.net/<your organization>.
  2. Log in to your organization using the email and password you used for registering the organization.
  3. Click Log in.
  4. Select the Resco App card.