27

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...

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7 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for the feedback, we would like to understand which work order fields you would like to add to the Inspection PDF. Furthermore, we would encourage you to look at custom pdf reports that can be triggered from the mobile app: Field Service technician service reporting | Microsoft Docs

20

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...

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3 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for submitting this Idea. Currently inspections are more focused on internal audiences rather than external audiences like customers. We encourage more people to vote for this before we consider adding it to the product.

16

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..

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2 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
16

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...

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3 Comments

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Category: Inspections (51)

STATUS DETAILS
Under Review
15

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...

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1 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
14

Signature Capture

Sometimes we have a requirement for someone other than the user completing the Inspection to sign it off. It would be really useful if there was a question type of signature or a multiline text field with a pen control.

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2 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
13

Autofill questions based on the customer asset linked to the service task

Firstly, we would like to be able to create questions based on any collumn (also customized, not just default) based on the customer asset table. Secondly, we would like these questions to be automatically filled out on the inspection form, based on the collumns on the customer asset that is link...

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0 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes
11

Make the button to expand a Textbox question bigger - so it is more user friendly on mobile devices and tablets

Currently it is not possible to select how many lines a textbox is in a questionair, there is only the option to make it singleline or multiline. To make it easier to read the contents in the textbox and write something there is currenly a button in the lower right corner to expand the textbox...

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0 Comments

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Category: Inspections (51)

STATUS DETAILS
New
11

Inspections for Field Service Portal

In some scenarios, the Bookable Resources are Contacts (external subcontractors) who do not have access to the Dynamics 365 web/mobile. For those users, a portal solution is implemented to allow them to update their Booking, Work Order Service Task, etc. For those portal users, they will need ...

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0 Comments

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Category: Inspections (51)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. This is currently no on the roadmap but will take into consideration in the future.

 

Thanks,

Field Service PM Team

11

Ability to customize "export answers"-button

When you press the "export answers"-button on the servicetask with the inspection, it will create and download the inspection report. I would like to have the option as an administrator to customize this process. For example: Ability to remove unanswered questions from the report; Remove "Add pic...

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0 Comments

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Category: Inspections (51)

STATUS DETAILS
Needs Votes