Customise Inspection Templates for customer facing responses.
It would be ace to be able to customise the inspection template with Header, Logo etc. Alternatively you could set the responses to download as a word template instead of PDF. Finally a method of downloading all responses on a work order in one step rather than individually from each service t...
Ability to change the owner of an inspection
Hi, My Idea is to allow us to change the owner of an inspection. Currently the owner is set to the user who creates the inspection. But there is no way to change the owner later. This can cause problems like: - Having to recreate all inspections that belonged to a user who left the company. Pre...
Dynamic Inspection Header
Inspections are really great. They make designing and filling out test reports a lot easier. The PDF export of responses as pdf is a good possibility to provide a report to the customer. To use this meaningfully, the form would have to be pre-filled with some dynamic data from the work order inci...
Provide recommendation for each Inspection question response
While working with a customer from the insurance domain, I came across a requirement wherein they perform property surveys as part of the policy recommendations or renewals. The surveys involve a lot of questions and based on the responses received for different questions, the surveyor provides a...
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.
Possibility to add reference images to the questions
It should be possible to add images to the questions. Technicians sometimes need to answer a question based on a visual reference or need to do measurements at a specific point in a machine which could be indicated by an image in the question itself. The same functionality already exists in Mic...
Inspection - Add calculations/mathematics logic
Inspection is a nice concept but lacks some more complex functionality we see in other apps. Adding mathematical possibilities in field inputs would increase its use: Simple example: Input value 1: xx : Value 2: xxx – Calculate volume: xxxx - Volume less then xxx – question 5 etc..
Inspection Matrix, Column Type Entity Lookup
With new customers, the technician must first record the installed base on site. Capturing this with customerassets is unreasonable on the mobile app. The Matrix Toolbox in the inspection is ideal here. However, you can only specify numbers, text and custom dropdowns in the inspection columns. I...
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...
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.