Versions Compared

Key

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

You will need to update the schema in Resco Cloud to enable the use of Resco Inspections in the MobileTech project. This also includes adding the Inspections icons to the Home screen and the Appointment Completion forms.  

Note

You will also need to have a separate Resco Inspections license to use this feature.

  1. In MobileTech Admin, go to Tools > Launch Resco Cloud DashboardWoodford.
  2. Open the MobileTech project.
  3. In the left navigation, scroll down to the Settings section.
  4. Select Inspections.
  5. Mark Enable Inspections.
  6. In the Configure Inspections pop-up, verify that your company has the license.
  7. Select Save from the menu bar.
  8. Select Add to Home to add the Inspection icon to the Home navigation in MobileTech.
  9. Select OK.
  10. Select Add to Form to add the Inspection icon to the bottom of the job appointment form in MobileTech.
    1. In the Template drop-down, select Appointments [appointment].
    2. Select OK.
    3. In the Select Form window, select Complete - Job Appointment.
    4. Select OK.
  11. Select Add to Form to add the Inspection icon to the bottom of the service appointment form in MobileTech.
    1. In the Template drop-down, select Appointments [appointment].
    2. Select OK.
    3. In the Select Form window, select Complete - Service Appointment.
    4. Select OK.
  12. Select Install Report to add the Inspection Report to MobileTech.
  13. Select OK.

...

  1. In the MobileTech Project, in the left navigation, locate Components.
  2. Select Home Screen.
  3. Scroll down in the Home section to locate Inspections.
  4. Select Inspections and then either drag-and-drop or use the Move Up button in the menu bar so that this after under newcall. This moves the icon in MobileTech to display after the New Call icon.
  5. Select Save from the menu bar.

Move the Inspections icon on the Job Appointment Completion form

  1. In the left navigation, use the search field and enter appointment.
  2. Select Appointments from the result list.
  3. From the menu bar, select Show UI.
  4. Select Complete - Job Appointment.
  5. Select Edit.
  6. Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is after locationcontact. This moves the icon in MobileTech to display to the right of the Contacts icon in the Job Appointment Completion form.
  7. Select Save and Close.

...

  1. Select Complete - Service Appointment.
  2. Select Edit.
  3. Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is after locationcontact. This moves the icon in MobileTech to display to the right of the Contacts icon in the Service Appointment Completion form.
  4. Select Save and Close.
  5. Publish the project.

Job Safety Analysis Setup

Activate the Job Safety Analysis Form

  1. In MobileTech Admin, go to Tools > Launch Resco Cloud Dashboard.
  2. On the Questionnaire Designer tile, select Open Questionnaire Designer.
  3. From the menu bar, select Import.
  4. Navigate to the Program Files (x86)/Signature/MobileTech/Admin/Inspections/Job Safety Analysis folder.
  5. Select Job Safety Analysis.
  6. Select Open.
  7. In the Questionanaires List window, scroll down to and select Job Safety Analysis.
  8. From the menu bar, select Activate.

Import the Job Safety Analysis Report

  1. Select the Resco Cloud tab.
  2. From the Reports tile, select Open Reports.
  3. Select Import.
  4. The window opens to the previous location (Program Files (x86)/Signature/MobileTech/Admin/Inspections/Job Safety Analysis).
  5. Select Job Safety Analysis.
  6. Select Open.
  7. In the Import New Mobile Report window, enter the Name of the report: Job Safety Analysis

    Note

    This report name must match the report filename.

  8. Select OK.
  9. Select the Job Safety Analysis report.
  10. From the menu bar, select Activate.

Assign Inspector Role

Assign the Inspector role in MobileTech Admin to the technicians who will be using Inspections.