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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.

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.

...

  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 Add to create the Manager role.
  9. Select Create.
  10. Publish the project.

Update the URLs for the Inspection Manager Home Screen

While in the MobileTech Inspection Manager Woodford project, you will need to update the URL for the Inspection Designer, Mobile Report Editor, and Result View.


Note

This URL must be fully qualified and not contain a port, such as example.com or another.example.com.

  1. In MobileTech Administration, choose Tools > Launch Woodford. 
  2. Log into Resco Cloud.
  3. Double-click the Inspection Manager Project.
  4. Select Home screen in the left navigation.
  5. Select Inspection Designer, select Properties, and replace the "localhost.local" with your fully qualified URL and click OK.
  6. Select Mobile Report Editor, select Properties, and replace the "localhost.local" with your fully qualified URL and click OK.
  7. Select Result Viewer, select Properties, and replace the "localhost.local" with your fully qualified URL and click OK.
  8. Select Save.
  9. Publish the project.

Creating the Manager User

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