10

Inspection Templates Add text boxes that are not questions

Sometimes the inspection needs lots of narrative to explain to the customer what is happening. None of the headers or description fields allow multi line text with large amounts of chars. it would be helpful if the toolbox allowed you to add just text without it being a question.

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
9

Make Inspection Response available for bulk download

I have customers that have to send clients the inspection responses. In some cases up to 20 inspection sheets are filled out on a single work order. The time to go into booking or work order service task and individually download the PDF Response is putting the customers off using them. To be...

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
9

Allow more file types for uploading documents

My idea would be to expand the permitted/supported file types for uploading in inspections, there would e.g. .tif/.tiff same as in CRM be helpful for us.

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

We appreciate the feedback, we would like to ensure our customers can upload the files they need to an inspection. Currently, supported file types include gif, bmp, jpeg, jpg, png, mpeg, mp3, mp4, wav, mov, MOV, pdf, doc, xlsx, txt, log, ppt, pptx, xls, docx. We encourage more people to vote for this IDea and we can consider adding .tiff files.

9

Ability to Change Inspection Type (i.e. Checkbox to Radio)

Hi, Presently the logic is built based on the actual question, if a question type needs to be amended the logic also needs to be rebuilt. The scenario that exists, if a customer implements a check box for a yes/no question, both yes and no can be selected. If this check box subsequently changes...

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Category: Inspections (51)

STATUS DETAILS
Under Review
8

Inspection Templates Auto expand text fields

It would be really helpful if any text boxes could auto expand to fit the default contents. scrolling or expanding manually can be fiddly on mobile devices.

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
8

Improve out of the box reports and include inspections

I have had multiple requests to be able to offer an end customer facing and customisable report including inspection sheets. This is something being offering out of the box by a number of other companies https://www.bigchange.com/ is one.

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
8

Inspection Question Configuration - Number Field Decimal Precision

When you create or revise an inspection in D365 Field Service today, there are no decimal precision settings and it auto-defaults to two decimal places. Many field organizations rely on more precise values and calculations, and will need to extend to three or four (or more) decimal places.

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1 Comments

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Category: Inspections (51)

STATUS DETAILS
Under Review
6

Inspection Image File Size (3072 kb) Limitation Improvment

Hi everybody,


Our field service employees must fill inspections, which contain the "file" question, to upload images.

When taking an image directly with the provided button, everything works as expected.

But when an image gets selected via the file picker, all empl...

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Category: Inspections (51)

STATUS DETAILS
New
6

Inspection Templates - ability to copy Pages within a Template

We have a scenario where a series of questions need to be answered up to a maximum of 16 times. Creation of this template is very time consuming and if there was functionality allowing a whole Page to be copied to within the same template that would be very helpful.

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
6

Export completed inspection (e.g. as PDF)

As of now it is only possible to export blank inspections as PDF. Many customers need an inspection report from us. So exporting an completed inspection would be very helpful instead of only a blank one.

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Category: Inspections (51)

STATUS DETAILS
Completed
Ideas Administrator

In Wave 2021 Early Access Release which will go GA in April, 2021 there is a new button 'Export Responses' on work order service task that can be used to export inspection responses as pdf.  This is available in the new Powerapps based mobile app as well. And is in addition to the out of box capability released in october 2020 to push the individual question responses to CDS.