Set Up the MobileTech+ Manager (Optional)

Behind the scenes, the manager's experience is a Woodford project with the app name "MobileTech+ Manager". The MobileTech+ manager project has been designed to run in the web app, in your browser, on a computer. Only technicians with the Inspector role will appear in the MobileTech+ Manager app. For more information, see Resco's Wiki: https://docs.resco.net/wiki/Manager%27s_experience.

The MobileTech+ Manager web app includes:

• Calendar: View all technicians' appointments. You can select to view all appointments, job appointments, service appointments, and technician activities. The display options include Agenda, Day, Week, or Month. Appointments are color-coded by type: job, service, or technician activity. The filter for the calendar view is the Previous, Current, and Next Month. Appointments cannot be created for technicians in the MobileTech+ Manager.

• Dashboard: View the MobileTech+ information in chart views that include the duration per template, duration per user, passed, and failed templates. Select the chart icon on each card to change the displayed chart type. The Dashboard is configurable in Woodford (Dashboard > My Dashboard)

• Technicians: View a list of technicians with the Inspector role. Select the technician's name to view:

  • Contact information. If you are using Schedule, the telephone number entered in Schedule (Administration > Resource Options) auto-populates in the Mobile Phone field. You will need to Load Data in MobileTech Admin (Tools > Load Data) to update the telephone number in the MobileTech+ Manager web app. If you update the technician's phone number in Resco Cloud, this will not update the phone number in Schedule.

  • Appointments: Select an appointment to view additional information.

  • MobileTech+:

    • View a list of the technician's MobileTech+ templates or change to a chart view. In the list view, select a template to view the form.

    • If the MobileTech+ template hasn't been completed, you can edit it, save the changes, complete the MobileTech+ template, and then create the mobile report. However, be aware that if the technician makes changes to the MobileTech+ template, changes made in the MobileTech+ Manager will overwrite the technician's changes.

    • View the technician's submitted (saved) MobileTech+ reports.

• Editors: Provides access to the Template Designer and the Mobile Report Editor.

• Result Viewer:  View completed templates or export them for further analysis

• Submitted Reports: View the saved MobileTech+ reports for all technicians. The filter displays reports submitted in the previous and current weeks. You can select other filters by selecting the Filter button.

Importing the MobileTech+ Manager Project in Woodford

1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard. 

2. Enter the Email and Password and select Log in. 

3. In the left navigation, select Woodford.

4. Select Import and navigate to C:\Program Files (x86)\Signature\MobileTech\Admin\Woodford. (Or to the location where MobileTech has been installed to.) 

5. Select MobileTech+ Manager xxxx-x-xx.woodford in the Add Mobile Project window and then select Open. 

6. In the Import Project window, for Type, select Standard User, and then select Next

7. From the App drop-down, select Create a new app...

8. In the New App Name field, enter Manager, and then select Next.
   IMPORTANT: The project name must be Manager.

9. In the Roles section, select Manager.

10. Select Create.

11. Publish the project.

Creating the MobileTech+ Manager User

The MobileTech+ Manager user is created in Resco Cloud and does not use a MobileTech user license.

To create the MobileTech+ Manager user:

1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard.

2. From the Admin Console tile, select Open Admin Console.

3. Under Resources in the left navigation, select Users.

4. Select New from the menu bar.

5. Complete the following fields:

   • First Name

   • Last Name

   • Email

   • Password

   • Confirm Password

6. From the Roles drop-down, select Manager. 

7. Select Add to add the Manager role to the new user.

8. Select Save & Close.

Accessing MobileTech+ Manager Web App

The MobileTech+ Manager accesses the MobileTech+ Manager web app by logging into Resco Cloud, and the Web App displays, or from the Resco Cloud Dashboard, select the Resco App card.