Resource Library

The Resource LibraryClosed 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. 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 Enterprise tier only:

Essentials
Advanced
Enterprise

Video demo

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

Setup

  1. Your team admin (Admin user) enables the Resources tab in the Team SettingsClosed The Team Settings page is the page where an admin can manage their team's account and edit certain information, such as assigning a Problem Contact Email Address, toggling push notifications, and viewing the account's billing information. > Mobile Device configuration.

  2. If you're in a group with Can Create FormSpaceClosed 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.

    Tip:If your team has the Multi-Language add-on, you can link translated versions of resources to support your global workforce.

    The Visible in Resource Library box is checked.

    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 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 can be PDF, Word, or Excel files.
    • Resource images 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.

The Resource Library in List view. Several images and documents are listed alphabetically. From top to bottom, this includes an AC Schematic, an Air Conditioning Unit Manual, a Furnace Maintenance Guide, an Industrial Water Heater Repair Manual, and an HVAC system diagram.

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: