Resource Groups

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EQuIS 7  >>  SPM > SPM Enterprise >

Resource Groups

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

 

The main screen organizes resources into two categories:

 

Equipment: Data from DT_EQUIPMENT. Equipment Type & Equipment Code are shown

Person: Data from DT_PERSON.

 

In each table, check the box next to each resource to assign it to the resource group of choice. Each Equipment Code 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.

 

20102_RG_list

 

Create New Resource Group

 

1.Click New

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 an Existing Resource Group

 

1.Click on the Edit icon 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 on the Delete icon. 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.

 

20102_Select_Groups

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

 

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