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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 Inspectionsoptional).
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We've also included Resco's COVID-19 Health Check and Face Mask Check AI Model questionnaire templates. See Importing Import Templates to Resco Inspections (optional) for information on importing the templates to Resco Cloud and configuring the AI Image Recognition in Woodford.
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Resco has a 30-day trial that you can use to evaluate Resco Inspections. After the trial, to purchase the Resco Inspections module for MobileTech, contact your Key2Act WennSoft Customer Success Manager. If you decide you do not want to purchase Resco Inspections, you will need to Disable Resco Inspections. |
You will need to complete the following steps to enable Resco Inspections:
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Additionally, if you will be using the Job Safety Analysis form available with Resco Inspections, you will need to complete the steps found in Enable Job Safety Analysis (with Resco Inspectionsoptional).
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Resco Inspections will need to be enabled as well as moving the Inspection icons, whenever you import a new MobileTech project. |
Enabling Inspections
Enable Inspections in the Woodford Project
- In MobileTech Administration, 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.
- From the menu bar, select Add to Home to add the Inspection icon to the Home navigation in MobileTech.
- Select OK.
- 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.
- From the menu bar, select Add to Form 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.
- 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.
Move the MobileTech Inspection Icons in the Woodford Project
When you add icons to MobileTech, the icons are added at the bottom of each of the lists. We recommend that you move these icons so that they display logically with the other icons.
Move Inspections icon on the Home screen
- In the MobileTech Project, in the left navigation, locate the Components section.
- Select Home Screen.
- Under Menu items, locate Inspections | Questionnaire.
- Select Inspections | Questionnaire and then either drag-and-drop or use the Move Up button in the menu bar so that 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.
Move the Inspections icon on the Appointment Completion forms
- In the left navigation, scroll down to Entities.
- Select Appointmentsfrom the result list.
- From the menu bar, select Show UI.
- Select Complete - Job Appointment.
- 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.
Select Complete - Service Appointment.
- 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 icon in MobileTech to display to the right of the Contacts icon in the Service Appointment Completion form.
- Select Save and Close.
- Publish the project.
Assign Inspector Role
Assign the Inspector role in MobileTech Admin to the technicians who will be using Inspections (and the optional Job Safety Analysis).
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You can import ready-made templates into Inspections using the Questionnaire Designer in Resco's Cloud Dashboard. The following instructions are for importing Resco's COVID-19 Health Check template that we've included with MobileTech. The steps are similar for importing other templates like the Face Mask Check (Face Mask Check.qbuilder).
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To remove Inspections, there are a few steps that you need to perform.
Remove the Inspections icon from the Home navigation
- In MobileTech Administration, go to Tools > Launch Woodford.
- Open the MobileTech project.
- In the left navigation, in the Components section, select Home screen.
- Select Inspections | Questionnaire.
- From the menu bar, select Remove.
- Select Save.
Remove the Inspections icon from the Appointment Completion forms
- While still in the MobileTech project, scroll down to Entities.
- Select Appointments.
- From the menu bar, select Show UI.
- Select Complete - Job Appointment.
- From the menu bar, select Edit.
- Select Inspections ( * ).
- From the menu bar, select Delete.
- Select Save & Close.
- Select Complete - Service Appointment.
- From the menu bar, select Edit.
- Select Inspections ( * ).
- From the menu bar, select Delete.
- Select Save & Close.
- Continue with the step below.
Disable Inspections in Woodford
- While still in the MobileTech project, scroll down to Settings.
- Select Inspections.
- Clear the mark from the Enable Inspections check box.
- Select Save.
- Publish the project.
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