The resources console provides a scheduler with a way to view all resources. It offers ways to filter records by region, as well as by attributes and categories. There are two broad types of resources: "People," and "Assets."
Short Video Explainer
Setting Up Resources (3 min 22)
The Resources Console
The resources console is accessible from the far left navigation bar. By default, the resource console displays the resource list when opened.
The resource list shows all an organizations active and inactive resources.
Figure 1. The resources console resource list.
The names in the resource list are also text links – click on a name to open the resource's details. Some values are editable in the details tab (this depends on your user permissions). Symbols to the right-hand side of the fields indicate either locked or editable:
- Available to work (checkbox).
- Home address.
- Email address.
- Phone number.
- Mobile number (and country code).
- Hourly rate (locked).
- Weekly hours (locked).
- Employment type.
- Preferred notification type.
The resource's profile picture (or avatar) displays if one has been provided in their CRM profile (their profile image). If none are available, their two initials are displayed in their place.
Figure 2. An individual's details 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.
"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.
Also, see Dispatching Jobs.
The attributes tab shows any attributes associated with a resource.
Figure 3. The resources attribute view in resources console.
Also, see Resource Attributes.
The asset list page displays all the assets available for allocation. Clicking on the name of an asset opens the asset details view.
Figure 4. The asset details list in the resources console.
The asset list shows the name, region, and availability of items that may be used for completing jobs. Some fields are editable.
Figure 5. The asset details view in the resources console.
Also, see Assets.
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 6. A global search for a resource.
Using the Filter Bar
The filter bar can be used to further refine the displayed results based on specific criteria, like filtering by region, category, and attributes.
Change Region 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.
Figure 7. How to change a single region resource filter to a multi-region resource filter.
Add Additional Filters
Schedulers can use multiple filters to help identify specific resources. To use additional filters perform the following:
- Click the "Add Filter" button.
- Select the filter.
- Select the filter option.
- Click "Update."
- Click the "Apply Filters" button.
The new filter will appear in the filter bar and the filtered results will be shown in the console.
Figure 8. An example showing how to add a resource category filter.
Remove Additional Filters
To remove additional filters, click the small "x" next to the filter you wish to remove.
Figure 9. How to delete a filter from the filter bar.
Also, see Filter Bar.