Set Up the MobileTech Inspection Manager (optional)

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

Overview

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.

Importing the 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\Manager. (Or to the location MobileTech has been installed to.) 

5. In the Add Mobile Project window, select MobileTech Inspection Manager 8-6-xx.woodford 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.

9. In the Roles section, select Manager.

10. Select Create.

11. Publish the project.

Update the URLs for the Inspection Manager Home Screen

While in the MobileTech Inspection Manager Woodford project, you will need to update the URL for the Inspection Designer, Mobile Report Editor, and Result Viewer.

This URL must be a fully qualified domain name (FQDN) like example.com or another.example.com and not contain a port, such as example.com:8888.

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. Double-click the Inspection Manager Project.

5. Select Home screen in the left navigation.

6. Select Inspection Designer, select Properties, and replace the "localhost.local" with your FQDN URL and click OK.

7. Select Mobile Report Editor, select Properties, and replace the "localhost.local" with your FQDN URL and click OK.

8. Select Result Viewer, select Properties, and replace the "localhost.local" with your FQDN URL and click OK.

9. Select Save.

10. Publish the project.

Creating the Manager User

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

The user with the Manager role should not be assigned to any other role within MobileTech as this affects what the user will see in the Resco Cloud dashboard. For information on the roles, see Woodford Roles Overview.

To create the 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 Inspection Manager Web App

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