...
You will need to enable Resco Inspections in the MobileTech project. This also includes manually adding the Inspections icons to the Home screen and the Appointment Completion forms. If you will be using the Job Safety Analysis, you will need to complete the steps to enable found here: Enable Job Safety Analysis (with Resco Inspections).
Note |
---|
To purchase the Resco Inspections module for MobileTech, contact your Key2Act Customer Success Manager. |
...
Additionally, if you will be using the Job Safety Analysis form available with Resco Inspections, you will need to complete the steps found in Enabling Enable Job Safety Analysis (with Resco Inspections).
...
- In MobileTech Admin, go to Tools > Launch Woodford.
- Open the MobileTech project.
- In the left navigation, scroll down to the Settings section.
- Select Inspections.
- Mark Enable Inspections.
- In the Configure Inspections pop-up, verify that your company has the appropriate license.
- Select Save from the menu bar.
- Select From the menu bar, select Add to Home to add the Inspection icon to the Home navigation in MobileTech.
- Select OK.
- Select From the menu bar, select Add to Form to add the Inspection icon to the bottom of the job appointment form in MobileTech.
- In the Template drop-down, select Appointments [appointment].
- Select OK.
- In the Select Form window, select Complete - Job Appointment.
- Select OK.
- Select From the menu bar, select Add to Form to again to add the Inspection icon to the bottom of the service appointment form in MobileTech.
- In the Template drop-down, select Appointments [appointment].
- Select OK.
- In the Select Form window, select Complete - Service Appointment.
- Select OK.
- Select From the menu bar, select Install Report to verify the Inspection Report is installed. If it isn't, you will install it now. If it is installed a "Report already present" pop-up window displays.
- Select OK.
- Continue with the steps below.
...
- In the MobileTech Project, in the left navigation, locate the Components section.
- Select Home Screen.Scroll down
- in the Home section to Under Menu items, locate Inspections | Questionnaire.
- Select Inspections and | Questionnaire and then either drag-and-drop or use the Move Up button in the menu bar so that this after the selection is below newcall. This moves the Inspections icon in MobileTech to display after the New Call icon.
- Select Save from the menu bar.
...
- In the left navigation, scroll down to Entities.
- Select Appointments from the result list.
- From the menu bar, select Show UI.
- Select Complete - Job Appointment.Select
- From the menu bar, select Edit.
- Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is below locationcontact. This moves the Inspections icon in MobileTech to display to the right of the Contacts icon in the Job Appointment Completion form.
- Select Save and Close.
...