SPM Enterprise Resource Groups Page

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SPM Enterprise Resource Groups Page

Use the Resource Groups page to organize available resources into groups. This page organizes the resources displayed on the Scheduler page.

 

The main screen organizes resources into two categories:

Equipment – Data from the DT_EQUIPMENT table. Equipment Type and Equipment Code are displayed.

Person – Data from the DT_PERSON table.

 

On each tab, check the box next to each resource to assign it to the resource group of choice. Each piece of equipment or person may be assigned to only one resource group at a time.

 

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Manage Resources

 

To create or manage resource groups, select the Manage Resource button on the right side of the Resource Groups page frame.

 

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Create New Resource Group

1.Click New on the Resources Group page frame.

2.Enter a new Group Code. This field is required.

3.Supply a description and remark as desired.

4.Click Save to create the new resource group.

 

Edit Existing Resource Group

1.Click the Edit SPM-Edit-Iconicon of the desired group code in the Groups List window.

2.Edit the information as desired and click Save.

 

Delete an Existing Resource Group

1.Click the Delete SPM-Delete_Icon icon of the desired group code in the Groups List window. If the group is in use, a warning message will be displayed to indicate how many events use this group and to confirm the deletion.

2.Click Yes to delete the resource group.

 

Assign Equipment or Personnel to Groups

1.If there are no groups shown, click on the Select button to display the list of available resource groups.

2.Check the box next to a resource group to display it on the screen.

 

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3.Check the appropriate box under each resource group column to assign equipment and/or personnel to a resource group.

 

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