6 ways to upgrade your forms for more insightful data

There’s so much more to successfully completing an inspection than just filling out a form. It’s not only properly answering the questionnaires. Asking the right questions at the right moment is just as important, if not more.

In this blog post, we want to show you how you can leverage the capabilities of Resco Inspections to create impactful questionnaires and collect more insightful data – resulting in better decisions and increased workflow efficiency.

1. Score your way to success

Scoring allows users to assign a numeric value to each answer. For example, a positive answer can be assigned a score of 10, while a negative answer a score of 0 – indicating the degree to which the given answer is satisfactory. The score can also indicate the importance of questions.

Let’s suppose that an inspector from a protein bar company is sent to a supermarket to evaluate whether the store placement of their products fulfills the agreed criteria. If the products are placed on the middle shelves – at eye level – the question gets a score of 5 since it met their criteria. If it’s placed a bit lower or higher, it only gets a score of 2. And if it’s placed in a way that’s not acceptable, it gets a score of 0.

If the resulting score is too low, the back office will see it and can immediately call up the store to further investigate the issue. Furthermore, Resco Inspections’ analytics module provides a clear overview of the results with actionable big-picture insights.

2. Track questionnaire duration for better task management

Seeing how long it takes to fill out a questionnaire provides managers with more understanding of how long each job lasts. Having this information at your fingertips can help in scheduling and distributing tasks more effectively.

Measure not only the completion time of a questionnaire but also how long it took to proceed from one step to another when filling out the questions. This way, you might discover repeating patterns. For example, you might notice that one section of the questionnaire always requires considerably more time to fill out than the rest. Armed with this knowledge, you can examine if there is something that could be improved to speed up the process.

3. Get unstuck with AR collaboration video calls

When working on a problem, sometimes we can all find ourselves struggling, feeling like it’s going nowhere – we’re stuck. Luckily, most of the time, all it takes to solve an overwhelming issue in a blink of an eye is having the right person to help you out.

No matter where you are, with Houston – our AR video call feature – you can ask for expert help anywhere, anytime. You can start an augmented reality video call directly from your Resco Inspections app. The person helping you will see what’s in front of you and can even draw live instructions into your shared screen.

Learn more about Houston here.

4. Extract meaningful information from photos and images

Images contain valuable data, especially when combined with artificial intelligence. Image recognition can help extract meaningful insights and context from a picture. Powered by Azure Custom Vision, it helps to identify objects in a photo, while image tagging allows users to highlight certain areas of the photo to provide detailed information. Our long-time partner, Avento, is a perfect example of how image recognition technology can be leveraged when performing inspections. Their FMCG365 solution, built on Microsoft Dynamics 365 and Resco Mobile CRM, utilizes image recognition to identify how products are distributed in stores.

5. Nothing is lost: Reuse, recover, recycle

With Resco Inspections, you can see the answers from previously completed questionnaires and re-use them if needed – in scenarios when you re-visit an inspection site and there’s simply not much to modify.

Versioning enables you to easily retrieve older versions of a questionnaire and keep track of all past edits.

To have a better overview of your templates and easily find the one you’re looking for, you can organize them into folders. What’s more, you can create subfolders within the folders to create a hierarchical template structure when managing a large number of questionnaires in the Designer.

If you work in the manufacturing, energy, or property maintenance industry, you can also make use of our predefined questionnaire templates. These templates can be used straight away, or you can customize them to fit your specific use case. Learn more about the available templates in this blog post.

6. Set different question types for better results

You can choose from open text, checkboxes, option sets, or lookup questions (where the question can be answered by selecting an entity record) and a vast array of other question types. To make questionnaire building more user-friendly and time-efficient, we’ve also come up with Smart questions. This feature allows you to set conditions like visibility, requirement, and others directly on the question.

Finally, the Result Viewer makes it possible to easily view, filter, and evaluate completed questionnaires. This can help you in recognizing correlations or focusing on particular answers. It can be integrated directly into your Microsoft Dynamics 365 or Salesforce – you can find a detailed guide on how to do it here.

Want to get more actionable insights? Try Resco Inspections!

If you haven’t tried Resco Inspections yet, start a free 30-day trial or request a customized demo to get started.

And if you would like to master the ins and outs of Inspections, we have an entire course dedicated to it at Resco Academy. Check it out and level up your skills today!