Project Center/Insight Center Integration
Purpose
A data integration was created between the InsightCenter (IC) and ProjectCenter (PC) workforce management systems to facilitate BDS Solutions field reps completing Samsung project call forms in the IC Mobile app and the data flowing over to PC where it is transmitted to the Samsung client using a data integration.
Workflow
The survey data integration between IC and PC is accomplished in the following workflow steps
- PC - Manual Setup of Project, Work Orders and Survey in PC
- IC Call Form Management - Manual Setup of Call Form in IC
- IC Call Form Management - Manual association of PC Survey ID to IC Call Form
- IC Call Form Management - Downloading PC Survey question setup using PC API integration into call form management.
- IC Question Management - Uploading PC survey questions in question management for Call Form
- IC Question Management - Manually setting up question conditionality
- PC - Obtaining list of Project Work Orders to complete with work order IDs
- IC Store Bucket - Upload work order IDs with Assignments to Store Bucket for IC call form
- IC Call Form is launched, Store Assignments/Wave made active
- IC Assignments/call forms entered by field on ICMobile
- IC Integration - Completions are gathered and transmitted to PC hourly using PC API
- PC - Survey completions manually Quality Assurance
- Data is transmitted to Samsung using PC API integration
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IC Project Setup
A data integration
Call Form Management
To link a PC Survey to an IC Call Form the PC survey ID needs to be entered into a form on the Call Form Management screen for the corresponding IC Call form.
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Steps to link an IC call form to a PC survey
Open call form management - Add a call form
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Click the call form on the call form management list - the row will display green
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Click the action drop-down and select Map SurveyID
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In the pop-over form enter the PC Survey ID and click the Save SurveyID Mapping button
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The Get Survey Configuration button is displayed showing the link between the IC call form and the PC survey. This button enables the download of the PC survey call form questions in the IC template format to upload in the IC Question management.
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Question Management
Upload Questions
Download PC survey setup
Click the call form on the call form management list - the row will display green
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Click the action drop-down and select Map SurveyID
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In the pop-over form enter the PC Survey ID and click the Save SurveyID Mapping button
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The Get Survey Configuration button is displayed showing the link between the IC call form and the PC survey. This button enables the download of the PC survey call form questions in the IC template format to upload in the IC Question management.
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Create QuestionSet and Task
To upload the PC Survey downloaded from the Call Form Managment screen
Uploads - Questions
The PC Survey Configuration downloaded in the Call Form Management screen is in the format needed to upload questions in the Question Management screen.
- Navigate to the Question Management screen for the linked PC/IC call form.
- A QuestionSet and Task must be present.
- Click the Uploads drop-down and select Questions
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- Select the PC Survey Configuration Excel document
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- Select upload
- The questions are displayed in the Question Management screen and are editable.
Setup Conditionality
Conditionality is setup manually using the parent tab of the question management screen.
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Manually Enter/Update External Question ID/Choice ID
The PC External Question ID/Choice ID can be updated at the question level in the Question Management module.
External Question ID
The PC external question id is editable on the Details tab on the Question management screen.
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External Choice ID
The PC external choice id is editable on the Choices tab for each question.
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Note: Since both the question and choice external IDs are linked to the integration with PC they should only be changed if changed in PC first.
Store Bucket
PC Work Orders need to be matched to IC Assignments to transmit the correct information about store visit completions. The mapping of store assignment to work order is done in the Store Bucket upload.
Obtain list of Work Orders from PC Team
The list of work orders is obtained from the Account Team.
This store locations are matched to the IC Universal Store List (USL) to get the BDS Store ID for use in the store bucket upload template.
Download Store Bucket template
- Navigate to Store Bucket for PC-IC connected call form from Call Form Management screen
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- Click Bucket Type and select Assignments
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- The store bucket upload screen is opened
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Click the checkbox for Map Project Center Work Orders
- Click the Template link to download the template
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Upload Template with Assignments/Work Orders
- Two additional columns added to the end of the standard store bucket upload
- WorkOrderID
- StoreName
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- Enter/paste the information into the template and save file
- Click the Select File button and select the filled in template file.
- The WorkOrderIDs link the IC Assignment to the PC WorkOrder
Integration Components
The following apps comprise the automation components of the PC/IC integration
Pick up Completions
Azure Function app to query all completed visits from call forms linked to PC Surveys
Survey Configuration
PC API method used to pull the PC survey configuration.
The survey details are reformatted into the IC question upload template making is easier for Account Teams to download and immediately upload to the Question management screen.
Message Queue
Azure Message Queue which holds all visits ready to be transmitted to PC
Push Completions to PC
Azure Function app used to send the visits in the queue to PC using the completion API method.