Testing Dispatch Rules in the InspectionManager Connector

Important Note: ServiceForms is now ServiceTrade InspectionManager. InspectionManager retains all of the inspection automation benefits of its predecessor but with some important additions. To read more about this exciting change, read more here.

Testing Dispatch Rules in the InspectionManager Connector

This article will walk you through the steps of testing a form’s Dispatch Rule in the InspectionManager Connector.

Prerequisites

• Admin users of ServiceTrade can access the InspectionManager Connector by visiting serviceforms.servicetrade.com and logging in with their ServiceTrade credentials.

Troubleshoot Test

Try these steps to test if your dispatch rules are working initially. Prevent Multiple Dispatches must be off to use this workflow. If you need to turn off Prevent Multiple Dispatches, turn it back on after your test.

1. Go to the ServiceTrade Job your tech clocked in at, and make sure the dispatch in InspectionManager matches the Job setup of the ServiceTrade Job.
   • Job Type, Service Lines, Service Descriptions, etc
2. If there is a discrepancy between the InspectionManager Dispatch and the ServiceTrade Job, make the relevant changes to the ServiceTrade Job to match the Dispatch rules.
3. On the ServiceTrade Job, manually add an on-site clock event for the tech.
4. In DeviceMagic, check that the form dispatched for that job. to the Device.
   • If yes, you should see this form dispatched to the appropriate device.
   • If no, you can test using the steps below:
     

Testing Dispatch Rules in the InspectionManager Connector

Warning: Be careful not to delete or add any of the code in the Dispatch Mapping section. This will break dispatch rules.

1. Select the form from the list.
2. Click the rule under Dispatch to:
   
   
3. Click the green Test Rule button in the action bar at the bottom of your screen.
   
4. The next page will ask you for three things: the Job ID, the Device ID, and the Appointment ID (which is optional). The steps to obtain each of these are detailed below.

Job ID - Optional Step

1. To obtain the Job ID navigate to the Job in ServiceTrade.
2. Once on the Job page, the Job ID is the string of numbers at the end of the address bar,
   • formatted https://app.servicetrade.com/jobs/XXXXXXXX (X’s will be replaced by the actual Job ID).
     
     In this example, the Job ID is “1110670185651585”
3. Copy and paste the Job ID into the associated field in the InspectionManager Connector.

Device ID - Optional Step

To obtain the Device Magic Device ID:

1. Navigate to your Device Magic Management Console at devicemagic.com.
2. Select Devices from the Navigation Bar.
   
3. Find the user whose device you are using for testing and click on their name.
4. The Device ID will be listed in the “Identifier” field. Copy and paste the Device ID into the associated field in the InspectionManager Connector.
   

Appointment ID - Optional Step

1. To easily obtain the Appointment ID, you must use Google Chrome as your browser.
2. First, navigate to the Job page in ServiceTrade.
3. Right-click anywhere on the page, and select Inspect.
   
4. This will open the Chrome Developer Tools in a bar along the bottom or side of your browser. Select the tab labeled Console.
   
5. Copy and paste the following command into the console, replacing the X’s with the Job ID:
   • DW.Api.get('/api/appointment?jobId=XXXXXXX', {}, function (d) { console.log(d.data.appointments[0].id); });
     X’s have been replaced with the example’s job ID.
6. After copying and pasting the above command into the console, press Enter. The string of numbers returned by the command will be the Appointment ID.
7. Copy and paste it into the InspectionManager Connector.
   
8. For Multiple Appointments - If you have a Job with multiple appointments (with different forms dispatched for different appointments, for instance), and you need a specific appointment ID, count the appointments on the Job (starting from “0”) and replace the “[0]” in the above command with the number of the desired appointment in square brackets.

Note: The first appointment on the Job is always numbered “[0].” So, if you need the ID for the third appointment, that would be “[2].”

Testing the Rule

Warning: Be careful not to delete or add any of the code in the Dispatch Mapping section. This will break dispatch rules.

1. Once you have filled the fields with the Job ID, Device ID, and the Appointment ID (optionally), click the blue Test Rule button in the bottom right corner.
   
2. If the test is successful, you will see a green “Success” message appear in your browser.
   
3. And the user whose Device ID is being used will receive a notification on their device that the form has been dispatched to them.
   
   • If they miss the notification, they can find the form under the “Dispatches” tab in the Device Magic Mobile Forms app.
     

If you receive an error when trying to test your Dispatch Rule, or have any other issues if you need to contact our InspectionManager support team, email us here.