Form: Create a Resource | OverIT Knowledge Hub

The form for creating a Resource is in the following FSM menu:

FEATURES → CORE → RESOURCE MANAGEMENT → RESOURCES

Click “New Scheduling Resource” at the bottom of the menu to open this form.

Field	Description	Input type	Default	Required?
User type	The existing User Type to associate with this Resource. This determines the FSM features that can be accessed by this Resource. The dropdown options come from the User Type DB table.	Dropdown option		Required
Operations Center	The existing Operations Center to associate with this Resource. This identifies the organizational structure that this Resource belongs to. The dropdown options come from the Operations Center DB table.	Dropdown option		Required
Serial Number	A unique code that identifies the Resource within the Enterprise.	String		Required
Secondary Identification Number	A secondary code that identifies the Resource within the Enterprise.	String		Required
Surname	The Resource’s surname.	String		Required
Name	The Resource’s first name.	String		Required
Resource type	The existing Resource Type to associate with this Resource. The dropdown options come from the Resource Type DB table.	Dropdown option		Required
Resource Management	The dropdown options are FSM constants.	Dropdown option		Required
Movement Type	The mode of transportation used by this Resource to get to customers. The dropdown options are FSM constants.	Dropdown option
Birthdate	The Resource’s date of birth.	Date
Tel. Numb	The Resource’s telephone number.	String
E-mail	The Resource’s email address.	String
Vehicle	The existing Vehicle to associate with this Resource. This field is specified by clicking the search button and searching for a Vehicle.	Searchable option
On Loan	Is this Resource currently on loan to another Operations Center?	Radio button (Yes/No)	No
Sorting	A number to use in the sorting of Resources.	Integer
Enterprise	The existing Enterprise to associate with this Resource. Linking a Resource to an Enterprise enables its use within the Contractor Management module. This field is specified by clicking the search button and searching for an Enterprise.	Searchable option
Colour	A colour to associate with this Resource in the FSM User Interface.	Clickable option	Orange
Foreman for Formation	Is this Resource the foreman for a Formation?	Radio button (Yes/No)	No
External User	Is this Resource an external user? This field is only used to define the resource and does not imply any differences in terms of management with respect to internal resources.	Radio button (Yes/No)	No
Clocking	This option describes how the Resource stamps into work, which may affect how they are assigned Activities. The dropdown options are FSM constants.	Dropdown option
Work Center	The existing Work Center to associate with this Resource.	Dropdown option
Virtual Collaboration Group	The existing Virtual Collaboration Group to associate with this Resource.	Searchable option
Picture	A picture to associate with this Resource in the FSM User Interface.	File upload
Timesheet Profile	The existing Timesheet Profile to associate with this Resource. The dropdown options come from the Timesheet Profile DB table.	Dropdown option
User with disabilities	Is this a user with disabilities?	Radio button (Yes/No)	No
Access parameters
Internal user - setting these parameters enables the Resource to access the FSM Mobile App.
Username	The Resource’s username in the Mobile App.	String
Password	The Resource’s password in the Mobile App.	String
Verify Password	The Resource’s password in the Mobile App. Submitted value must match the value in “Password.”	String
Start Date	The date at which the Resource may begin accessing the Mobile App.	Date
End Date	The date until which the Resource may access the Mobile App.	Date
Change Password Required	Must the Resource change their password upon first logging in to the Mobile App?	Radio button (Yes/No)	No
Managed user
Username	The Resource’s username in the Mobile App.
Start Date	The date at which the Resource may begin accessing the Mobile App.	Date
End Date	The date until which the Resource may access the Mobile App.	Date

Buttons beneath these input fields allow a user to submit or abandon the form.

Save: Submits the form. Returns an error if the form contains invalid data.
Restore: Restores the form’s fields to their defaults.
Close (at the bottom of the screen): Returns the user to the “Scheduling Resources” menu.

Any information that has not been submitted will be lost if the form is restored or closed.

Create a Resource

Technical Documentation

FSM DB Table: AUSER
FSM Business Object: User.java
Submitting this form triggers the EVENT NAME HERE Business Event.
Resources are also added to the database using the Resource endpoints in the FSM’s Private API Suite. This is for internal use only. External systems can add Resources to the database by using the Resource endpoints in the FSM’s Integration API Suite.

Related Tasks

Technical Documentation