How to setup Resources – Assets

Step 1: Open the Resource Entry screen by going to TEAMS > Resources > Resources Entry.

Step 2: Select the Resource Type you would like to setup by clicking on the Resource Type drop down and based on the Resource Type follow the below instructions:

Step 3: Enter the Resource Code and Resource Name.

Step 4: Select the Campus/s for the Assets. This is the campus to which this Assets will be linked.

Step 5: If the Asset can be allocated to multiple places at the one time select the Multiple Allocations tick box and you will see a field appear where you enter the maximum number of allocations the asset can have.

Step 6: You may have notes which you can enter against the Assets into the Notes box.

Step 7: If there are any times throughout the year where the Asset will not be able to be used/available, for example, if the Asset is going for repairs, you should enter these dates into the Unavailable tab. To do this:

  • Enter the Start Date of the period the room will not be available.
  • Enter the End Date of the period the room will not be available.
  • Select the Reason icon to enter the reason why the room will not be available.
  • Select the Add button to add the entry to the grid.