Resources

The Resource screen displays the resources, such as equipment, materials, or refreshments, required for the instruction of a course/competency. Resources can be added, edited and/or deleted from this screen.

Resources can be shared between multiple organizations. The total number of scheduled finite resources is tracked by the system, to prevent scheduling of multiple classes at the same time using the same resources. If there is a conflict in the resources for a class, a warning message is displayed. Default resource requirements are configured within a course, and exact numbers required can be modified.

Steps to Add a Resource Record:

1. From Configuration > Education Tracking, select the Resources icon.

2. Click on the Add button to open a screen to create a new record.

3. Enter a Code and Description to identify this resource record.

4. Enter a Resource Classification Code used to filter the resources list.

5. In the Units Available field, enter the total number of this resource that can be scheduled. If there is an unlimited number of these, such as for refreshments, enter a 0.

6. If this resource is Active and can be assigned, enter a Yes.

7. If this resource can be shared between multiple classrooms, enter Yes in the Shared field. When the record is saved, the Resource Sharing button is enabled in the left pane to indicate the organization units that have access to this resource.

8. Enter the Organization Unit code where this resource is located.

9. In the Classroom Code field, enter the classroom where this resource is located, if applicable. If the Shared field is set to No, this is the only classroom where this resource is available, such as a sink or other permanently mounted equipment that cannot be moved to other classrooms.

10. Save the record.

11. If the Shared field was set to Yes, the Resource Sharing button is enabled in the left pane. Click on this button.

12. From the screen, indicate the organization units where this resource can be shared by checking the box to the left of the record, such as within a certain facility or department.

The following related topics are available: Authorization Roles Organization Unit Roles Organization Unit Parameters Classrooms Resource Classification Employee Record - Instructor Classification CBT Report Groups Category Course/Competency Classification Course/Competency Curriculum Employee Record - Curriculum Licenses Education Transaction Status Education Attendance Status Selection Styles Event Subscriptions Home Page - My Expiring Education Requirements Creating an Education Tracking Class Creating a Class Group