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."
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 organization's 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:
- Home address.
- Email (address).
- Phone number.
- Mobile (edit to expose country code and number).
- Notification method (Push or SMS).
- Working hours (an optional feature used in conjunction with shifts).
- Weekly hours (locked).
- Primary region (this is a mandatory field).
- Secondary regions.
The resource's profile picture (or avatar) displays if one has been provided in their user profile (accessible via the "actions" button in the top-right of the view). If one is not available, their two initials are displayed in their place. There is also a short summary of the resource's details (primary region, employment category and any associated skill tags).
Figure 2. An individual's details in the resources console.
Note: "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.
Resource Tags (Skills)
The tags tab shows any skills associated with a resource.
Figure 3. The resources tags view in resources console.
Also, see Resource Tags.
Secondary and Temporary Regions
Resources can be assigned to one or more regions in addition to their primary. These "Secondary regions" allow a scheduler to find and allocate job's, across multiple regions—without having to source additional personnel, or apply additional filtering.
Temporary regions are useful when a resource needs to travel out of their default region for a set period. The scheduler is alerted to their movements when they view the scheduling swimlanes, allowing them to allocate jobs accordingly.
Also, see Multiple Regions.
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.