NextGen FSM
NextGen FSM
Breadcrumbs

Create a Resource

A Resource is a worker in the field, often called a technician. The availability of Resources is one of the FSM’s main considerations in scheduling work. It is necessary to have Resources in the system to use the FSM.

This topic explains how to manually create a Resource using the FSM App.

If you want to import a batch of Resources from an .xls file, see Import Resources.

Before you start

A Resource is associated with the following entities:

Make sure that at least one of each has been created before you create a Resource. Otherwise, you won’t be able to create the Resource.

Create a Resource

  1. In the FSM App, navigate to FEATURES → CORE → RESOURCE MANAGEMENT → RESOURCES.

  2. (Optional) To move the Filter drawer out of the way, click X.

  3. At the bottom of the menu, click New Scheduling Resource. A form opens.

  4. Fill out the form. See Form: Create a Resource for help with the form and to understand how a Resource can be configured.

  5. Click Save.

  6. If there are no errors, the Resource is added to the database and you will be redirected to the Scheduling Resources table. Otherwise go back to step 3 and resolve the errors.