The resources console provides a scheduler with a way to view all resources. It offers ways to filter records by region and type, as well as by attributes and categories. There are two broad types of resources: "Person," and "Asset."
The Resources Console
The resources console is accessible from the far left navigation bar. It shows a list of resources to the left, with a detail panel to the right.
Figure 1. The resources console.
Person Resource Type
The person (resource type) filter presents several attribute screens, or tabs, for an individual. Three tabbed views are available:
Some values are editable in the personal tab, depending on your permissions. Symbols indicate either locked or editable fields (see Figure 2).
Figure 2. The personal tab in the resources console.
To activate or reactivate a resource (i.e., make them available for work), locate their record and select "Available to Work" (remember to save the change).
Note: When the "Available to Work" checkbox is checked (i.e., it is filled blue), the resource will appear in the job details view (when resources are selected for a job), and in the scheduling console resource list (next to the swimlanes). When left unchecked (i.e., blank), the resource will be unavailable to work, i.e., they will be removed from the available resource lists.
To locate an inactive resource use the global search or toggle the small green dot button next to the search box (above the resource list). Green indicates and lists online or active resources, gray indicates and lists all inactive or offline resources.
"Preferred Notification Method" (push or SMS) is the method used to send job notifications to the resource. Push notifications send a message to the notification center of the mobile phone so that the resource will see the notification pop-up on their screen. SMS notifications send a text message to the mobile phone number.
Figure 3. Resources that are online (active) or available to work are indicated using green dots.
The information on the availability tab shows when a resource is available. Changes can be made to the days and hours that a resource will be available for work.
Figure 4. The activity tab in the resources console.
The attributes tab shows any attributes associated with a person.
Figure 5. The attributes tab in resources console.
Also, see Resource Attributes.
Asset Resource Type
A filter can be applied to view all assets per region. The asset details tab shows the name, region, and availability of items that may be used for completing jobs. Some fields are editable.
Figure 6. The asset details tab in resources view.
Searching for and Filtering Resources
Using Global Search
Search for resources from the global search field, which is permanently available on the right-hand side of the top bar in the web app. Results will be automatically displayed as you type. This search will show both resources and jobs, grouping them under different headers.
Figure 7. A global search for a resource.
Using the Filter Bar
The filter bar can be used to refine the displayed results based on a number of criteria:
- Filter by region and resource type.
- Filter by adding additional filters.
Change Region and Resource Type Filters
To change or add a region filter, click on the "Region" button in the filter bar. Select the region or multiple regions required and then click the "Update" button. The filter will then be applied.
To change the resource type filter, click on the "Resource Type" button in the filter bar. Select the option required (asset or person) and then click the "Update" button to apply the filter.
Figure 8. How to change a single region resource filter to a multi-region resource filter.
Figure 9. A resource type filter being applied.
Add Additional Filters
You can add additional filter criteria by clicking the "Add Filter" button (as shown in Figure 8).
Figure 10. An example showing additional resource category filters.
Apply the filters by selecting the "Add" button followed by the "Apply Filters" button. Filtered results should now be shown.
Figure 11. An additional resource attribute filter being applied.
Remove Additional Filters
To remove additional filters, click the small "x" next to the filter you wish to remove.
Figure 12. How to delete an additional filter.
Also, see Filter Bar.