Woodford Roles Overview

Your Woodford User Role controls what cards display on the RescoCloud Dashboard.

For information about how to use Resco's Questionnaire Designer and Report Designer, go to https://docs.resco.net/wiki/Mobile_reports_for_Resco_Inspections.

Role	Cards
System Administrator	Questionnaire Designer The Designer gives you the tools to create practically any questionnaire. Add different types of components, set styles, and add custom logic via rules. Results Viewer The Inspections tool allows you to filter and view the results of the completed questionnaires one by one. On top of that, the results can be quickly exported into a .csv format. Woodford Advanced customization and configuration tool that allows you to change the standard layout and extend its behavior. No programming needed. Admin Console (Full Access) Server administration center for the backend configuration. Manage users, import data, create entities and fields, and much more. Recommended only for administrators. Data Manage Data Entities Entity Maps Auto-Numbering Processes Center Processes Logs Plug-in Assemblies Settings Auditing Organization Environments Reports The Report Designer enables you to set up mobile reports that provide a clear-cut overview of your data. These reports can be exported in PDF, Word, Excel, or HTML format and easily shared with customers, partners, back office, or any other stakeholders. Sync Dashboard The Sync Dashboard gives administrators a 360° overview of sync details that can be further filtered according to chosen preferences.
Manager (Set up in Resco Cloud)	The 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 based on the appointment 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 Inspection Manager. Dashboard: View the inspection information in chart views that includes the duration per template, duration per user, passed and failed templates. You can select the chart icon in each card that allows you to change the chart type that is displayed. 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 Inspection 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. Inspections: View a list of the technician's inspections or change to a chart view. In the list view, select an inspection to view the form. If the inspection hasn't been completed, you can edit the inspection and save the changes, complete the inspection, and create the mobile report. However be aware that if the technician makes changes to the inspection, changes made in the Inspection Manager will overwrite the technician's changes. View the technician's submitted (saved) inspection reports. Editors: Provides access to the Inspection Designer and the Mobile Report Editor. Auto Dashboard: Quickly visualize and evaluate questionnaire results on graphs and charts. Result Viewer: View completed questionnaires or export them for further analysis Submitted Reports: View the saved inspection 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.
All Other Roles (MobileTech, Inspector)	Woodford Admin Console (Limited Access) Server administration center for the backend configuration. Manage users, import data, create entities and fields, and much more. Recommended only for administrators. Data Manage Data Entities Processes Center Logs Sync Dashboard The Sync Dashboard gives administrators a 360° overview of sync details that can be further filtered according to chosen preferences.