Hello everyone,
We've been progressively adding more features around resources that give your field users access to the most context when completing complex field tasks, whether they're old hands at the work before them or newly onboarded.
This area is a significant focus for the Product team in 2024 and beyond, and we'd love to hear your stories about how you're using these features and how you'd like to use them in the future.
Here's a quick overview of what we've introduced so far:
- Resource Images (introduced in 2020):
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- Provide work instructions and other informational materials, such as blueprints, wiring diagrams, or other image-based items to field users within a form.
- Can be used offline.
- Work inline or in Help Options.
- Card List (introduced in 2022):
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- Allows an image to be shown inline instead of text, enabling field users to quickly and easily select the appropriate item.
- Helps users show customers on-site what models their purchasing agent has arranged for, answering their curiosity.
- Speeds up equipment selection through visual identification rather than comparing similar serial numbers.
- Card list uses Resource Images!
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- Currently only used in Document Editor questions.
- Supports PDF documents up to 5MB.
- Managed through the Web Portal, including a brief summary of the contents.
We'd love to hear from you! Specifically, we're curious about:Manual Access: How many of you have manuals you'd love to give your field users access to offline, without the need for a binder full of material? If so, how large are these documents? Are they PDFs or other formats?
- Form Resources Experience: What's been your experience with using Form Resources? Have they met your needs, or are there areas for improvement?
- Video Content: Do you have any video content you'd like to provide to your field users? If so, how would you like it integrated?
- Resource Requirements:
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- Do your resources need to be searchable within the context of a form?
- Are these resources related to specific tasks or processes in the day-to-day work of your field users?
Imagine this scenario:
Your field users could get a summary of the troubleshooting steps for a particular model being serviced right within the context of a form, without needing to leave that form. How would this help you attain your service goals?
We're excited to hear your thoughts and stories. Your feedback is crucial in helping us improve and tailor our products to better serve your needs.
Thank you for being an integral part of our community!
#TechTalkProduct
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Erin Longhurst
Product Manager
TrueContext
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