View or edit a resource’s operational profile. Maintain real-time information accuracy to easily track and schedule resources. Ensure that every resource is correctly classified, geographically optimized, and equipped with the proper credentials to execute work orders (WO).
View a resource
To view a resource’s data:
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Navigate to Features > Core > Resource Management > Resources.
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In the search window, select an operations center from the drop-down.
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Click Search.
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In the Scheduling resources table, click the three dots menu next to the resource.
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Click Show.
Edit a resource
To edit a resource:
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In the Resources table, click the Three dots menu next to the resource.
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Click Edit.
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In the Resources data section, you can edit:
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Picture: Upload or edit a picture of a resource.
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Color: Change a resource’s profile color.
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User type: Explains features the resource manages and the mobile app’s sections.
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Serial number: Identifies the resource by a unique code.
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Secondary identification number: The resource’s alternate ID, in addition to the serial number.
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Surname: The resource’s last name.
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Name: The resource’s first name.
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In the Organization section, you can edit:
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Resource type: Classifies internal and external resources.
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Resource management:
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Movement type: Defines a resource’s mode of transportation.
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Note: Road-speed data adapts to a resource’s transportation type.
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Work center: The resource’s work center.
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In the Configuration section, you can edit:
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Virtual collaboration group: The resource’s virtual collaboration group.
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Clocking in / out: How a resource’s time is tracked on the mobile app.
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No stamping: The resource doesn’t clock in or out.
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Stamping (No mobile operation if not in shift): A resource can only clock in or out at the start of the daily work shift.
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Stamping (No assignment of interventions if not in turn): A resource can clock in or out at any time.
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Click Save.