Create resource types

Audience: Dispatchers and administrators

Add a resource type for a work order (WO) operation. Classify the different categories of personnel or equipment available for field assignments. Group resources based on their operational role, and ensure that every WO is automatically matched with the specific class of resource required.

Follow the UI path

All following instructions start from this system path:

1. Navigate to Configuration > Core > Work Order Management > WO Operation Types.

2. At the bottom, click the Resource types button.

Search for resource types

To find a previously created resource type:

1. In the Search section, enter desired parameters.

2. Click Search.

Add resource types

To create a new resource type for work orders:

1. On the Resource types page, click + New.

2. Enter the WO resource’s information:

   • Code: The resource type’s unique internal ID.

   • Description: The resource type’s description.

   • Order: The order the system uses to prioritize the resource type.

   • Resource Enterprise: The resource’s company.

   • Active: Whether the WO operation type is active.

3. Click Insert.

Edit resource types 

To change information about a resource type:

1. In the Resource types table, click the resource type you want to edit.

2. In the Resource type window, edit the operation information as needed.

3. Click Save.

What’s next

• To add an operation type, see Create operation types.

• To add a work center type, see Create work center types.

• To define a unique WO operation type with your components, see Create work order operation types.