Resource Library

The Resource Library The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. The Resource Library serves as a mobile reference library for your field teams. enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the TrueContext Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work.

Available on the Intelligent and Elite tiers:

—Digital

Intelligent

Elite

Video demo

See this feature in action! This video demos the Resource Library on the TrueContext Mobile App.

Setup

Your team admin (Admin user) enables the Resources tab in the Team Settings > Mobile Device configuration.
If you're in a group with Can Create FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. permissions, you can add documents and images to the Resource Library.

Result: Field technicians can search for reference materials—such as manuals or schematics—directly from the Resource Library or from any question in a form.

Key Concepts

The Resource Library provides the following benefits:

Improved Efficiency: Quick access to relevant information reduces time spent searching for solutions, enabling faster problem resolution.

The Resource Library provides your field technicians with access to critical information in context, without disrupting their work. It also helps you support your global workforce by giving you the option to link translated resources Resources are materials that field technicians can access while they work on records in the Mobile App. A resource might be a Resource Document, like a manual or a floor plan, or a Resource Image, like a schematic or a diagram. Resources are uploaded to a FormSpace and can be referenced in forms or made available in the Resource Library. to a primary resource.
Accuracy: Detailed documents and visual aids help technicians make more precise diagnoses and perform repairs correctly the first time.
- Resource documents A Resource Document is a file, such as an equipment manual or floor plan, that you upload to a FormSpace in the TrueContext Web Portal. You can reference PDF Resource Documents in a form or make documents available to field technicians in the Resource Library, where Word and Excel files display as PDFs. can be PDF, Word, or Excel files.
- Resource images A Resource Image is an image file, such as an equipment schematic or diagram, that helps field technicians complete their work. Form designers upload Resource Images (JPG, JPEG, or PNG) to a FormSpace and can reference them in forms or make them available in the Resource Library. When a Resource Image is updated, forms automatically use the latest version after the device reconciles. can be JPG, JPEG, or PNG files.
Faster resolution of issues: Technicians can troubleshoot and work more efficiently with instant access to manuals and guides, even when offline.
Quality: Standardized procedures and reference materials ensure uniform service quality across different technicians and locations.
On-the-Job Training: New technicians can learn from comprehensive guides and visual resources, reducing their time to proficiency.

Use Resources in the Resource Library

Browse for Documents or Images

The Resource Library makes it easy for you to browse the available images and documents.

Search for Documents or Images

The Resource Library has a search function that you can use to easily find the images and documents you’re looking for. As with browsing, you can do this while you’re working and not lose your place.

Info:The full-text search function retrieves matching text from resource titles and descriptions.

Managing Resources

In the Web Portal, you can set up and manage resources to ensure users can access the most up-to-date and relevant content.

Admin users and users with Can Create permissions can: