Inspections in Dynamics 365 Field Service
inspection介绍
- offline support
- customer assets
- straightforward creation and use
Create inspections创建inspections
benefits
- simpler to create
- simpler to fill out
- more flexible and robust
Steps创建步骤
- administrator creates an inspection template 管理员创建模板
- administrator associates and published inpsection to a service task type 管理员关联inspection 到服务任务类型
- dispatcher adds the service task type to a work order 分配这添加service tasks到工单
- technician completes the inspection 技术人员完成inspection
- view the inspection results 查看inspection 结果。
create an inspection template
创建inspection 模板
需要以下内容
- Name for the inspection
- descriptioni
- page title
- page descriptioin
以下question types可用
- textbox
- checkbox, radiogroup, dropdown
- entitly lookup
- number
- date time
- file
- Matrix(Dynamic)
two options for layout are: comfortable, compact.
branching and logic
分支和逻辑
translations
翻译
Publish
revise修改创建新的版本,应用做出的改变。
Associate inspection
关联inspection到work order
关联到以下
- a service task type 服务任务
- an incident type事件类型
- a work order 工单
- with customer assets 与客户资产
inpsect multiple assets at a customer location
- create one inspection with multiple questions 一个inspection创建多个问题
- create multiple work order service task 一个inspection创建多个工单服务任务
impromptu inspections
可以不需要工单,直接添加inspections到关联设备。
security roles
- field service - administrators 创建inspection 模板,并关联到service task types.
- field service - dispatchers 添加带有inspection的service tasks 到工单
- field service - resources 查看带有inspections被分配到的工单
inspections in the mobile app
结束时,技术人员选择mark complete. 或者complete百分比到100.
如果需要的问题不被回答,则无法mark complete.
Result 结果
- pass
- fail
- partical sucess
- NA
Analyze inspection response
分析inspection反馈
存储在Microsoft Dataverse, 数据以JSON文件存储。
Settings > General > Field Service Settings.
需要创建自己的视图。
check your knowledge.
- inpsection template与Servie task type相关。
- 语言相关 - Enable the languatge packs on your environment.
- 创建inspection template需要再publish the inspection template才能使用。