Resources

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. help field technicians access information while they work on records in the TrueContext Mobile App. A resource might be a document, like a manual or a floor plan, or an image like a schematic or diagram. Form Designers can create questions that reference specific resources or create a 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. where field technicians can access resources anytime. You set up Resources at the 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. level.

These topics describe how to set up and use 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., 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., and the Resource Library.

Available on all tiers with more options on the Intelligent and Elite tiers: