![]() Add filters to review the records displayed in the entity-lookup options.Entity lookup respects security roles of signed-in user, meaning some entities and records may not be displayed. Continue to add to the search string until the matching result starts showing on top. When the user types, up to the first 50 records that start with the search string will appear in the dropdown. For a chosen entity, the Name field and mandatory fields are the entity attributes that can be displayed in the lookup. In the inspection designer interface, admins must select an entity and a field to display. The difference between Radiogroup and Dropdown is cosmetic and should be used based on desired user experience.Įntity lookup: Allows technicians to choose a Dynamics 365 record. The question types Checkbox, Radiogroup, and Dropdown are similar, except the Checkbox question type is multi-select, whereas Radiogroup and Dropdown allow for a single answer. ![]() In early access opt-in release, a text box can be input with a default value and can also be made as read-only.Ĭheckbox, radiogroup, dropdown: Allows technicians to choose an answer from predefined options. There's an option in the advanced panel to make the text box bigger to allow for multiline responses. Textbox: Allows technicians to enter text from their keyboard for a free form response. Provide a Name for the inspection and add an optional description.Īdd a question to the inspection by double-clicking or dragging-and-dropping a question type from the right side. Go to Work Orders > Inspection Templates and select New. In Field Service, change to the Settings area. Knowledge of work order incident types and service tasks is encouraged.įield Service-Administrator role to create inspection templates and associate them to service task types.įield Service-Dispatcher role to add service tasks with inspections to work orders.įield Service-Resource role to view work orders they're assigned to, along with work order service tasks and the related inspections.įirst, create an inspection that can be reused and added to multiple work orders. In this article, we'll walk through an example of setting up an inspection using a maintenance checklist on a customer asset.įor a guided walkthrough, check out the following video. Dispatcher adds the Service Task Type to a Work Order.Administrator associates the published inspection to a Service Task Type.Administrator creates an inspection template.Inspections are easy to create and use, involving the following steps: ![]()
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