New Features

The BOB Dashboard and entity forms have been updated to display the new Priority Fault icons from Building Optimization Broker. Additionally, if multiple Priority Fault levels are present for an entity, the color icons will stack, with a numeric value to the right of the icon to indicate the number of faults for that status.

The Call Resolution Note field is now limited to 32,000 characters like Signature notes. If the note field exceeds the limit, an error email is sent to the Admin Email Address (set up in MobileTech Company-Specific Settings) that includes the full appointment resolution note that was added and indicates the text that was truncated. The MT appointment.resolutionnote attribute will still contain the full appointment resolution note, so no data is ever lost.

Error Email Example:

Technicians now have the option to create a service request from the BOB dashboard or tab for any linked BOB equipment that has an active fault. The user selects the equipment and then selects Create Service Request. In the Create Service Request window, the BOB equipment name, client, and site fields auto-populate and are display-only. The user selects one fault from the Fault drop-down. The Issue Types and Priority fields auto-populate with values from the fault. The Description field also auto-populates but users can edit this field. To create the service request, the user selects Create. A message displays indicating the request was made and displays the BOB WO number. The service request is available in Service Requests in BOB and in the Schedule Service Request list. The requestor information on the service request is the technician's name and email address.

We've updated the XOi Resolution Summary sections of the Appointment Summary and Call Summary reports to display a "friendly" hyperlink. With this feature, the hyperlink to the XOi photos/videos displays as "XOi Link" instead of the full URL web address.

We've added the Refrigerant Equipment Type field to the Equipment form if UseRefrigerantTracking is set to true. When the Refrigerant Equipment Type field displays any option other than 0 - Not Applicable, two additional editable fields display; Optional Charge and Refrigerant Type. Users can enter the information here or from the Refrigerant Tracking tab. See Create or Edit a Refrigerant Tracking Record.

An appointment resolution note will now always be created regardless of the UseAppointmentResolutionNote setting. When the appointment is completed, and the device is synched, if UseAppointmentResolutionNote = false then two note entities are created. These notes are available in Signature on the service call resolution note and now added to the appointment note.

On the service call resolution note, in addition to displaying the date, time, and technician, the appointment ID is also shown.

We've added a new setup option called JobSafetyValidationLevelJobCost to allow the Job Safety Analysis Inspection to be enforced for a job appointment. The default value is REQUIRED. With this option set to required, the technician must complete the JSA before being able to complete a job appointment. If the inspection is not required, you can set the value to OPTIONAL.

For Resco Inspections users, a new Manager role is available that allows users assigned to this role the ability to see the Manager Dashboard in Resco Cloud. This dashboard includes, but is not limited to, a calendar overview, a general dashboard, Inspection Designer, Mobile Report Editor, Auto Dashboard that displays various information cards related to the selected inspection report, a Result View, and Submitted Reports. For more information, see Set up the MobileTech Inspection Manager (optional) in the MobileTech 8.6 Installation and Administration Guide.

For all MobileTech users, the Dashboard options that display depend on the role they are assigned to. See Woodford Roles Overview in the MobileTech 8.6 Installation and Administration Guide for detailed information.

High-level role overview:

• Administrator: Access to all cards.
• Inspector/MobileTech: Access to Tools & Settings cards. The Settings options are limited.
• Manager: Access to Inspection cards including the Resco App that displays Inspection information cards.

You can now enable a tree view folder structure that replicates the folder organization set up in Resco's Questionnaire Designer. For steps to enable this feature, see Enable the Tree View Folder Structure for Inspections (optional) in the MobileTech 8.6 Installation and Administration Guide.

We've added the ability to view an inspection report if it is not associated with additional work, a customer, a location, or a service call. The report can be accessed by selecting Inspections, selecting the Email Reports View, and then selecting the Report  icon in the top right corner.

We've added new views that make it easier to determine if the Inspection is "in progress" or "completed". To remove any views that you no longer want to display, see Updating the Available Views (Optional),

The views that are available are:

• Email Reports: Displays all completed inspections that have a regarding entity with a corresponding location and have the Email button available.
• In progress: Displays all inspections that are open and have not been completed.
• In progress or completed: Displays all in progress and completed inspections.
• Templates: Displays available templates.

• Completed: Displays all inspections that have been completed.

Additionally, we've added the regarding entity to display below each Inspection in the view list.

The Job Safety Analysis Inspection is now automatically saved when the user selects Complete with Report.