Enter New Resource Configuration

Explanation

 The New Resource Configuration can be used to create templates that define the scope of the New Resource assistant. The templates are intended to efficiently guide the creation of a resource based upon the requirements for the resource type selected.

For example, templates can be defined that streamline the process of creating a Person, Crew, or Tool resource. The flow of the New Resource assistant is dynamic so depending on the Resource Configuration selected the steps available in the resource assistant will be determined by the configuration, or if a configuration has not been applied, by the Resource Type. The following Configuration templates are preconfigured for Service resources:

• Schedulable Field Technician - this configuration can be used to create a Person resource that has the Scheduling and Mobile steps as mandatory ensuring that any resources created with this configuration are designated as Schedulable resources and Mobile users.
• Schedulable Crew Resource - this configuration can be used to create a crew resource that has the Scheduling step as mandatory ensuring that any crew created with this configuration will be schedulable crews.
• Basic Person/Tool/Crew Resource - these configuration can be used to create a very basic Person, Tool, or Crew resource that captures the minimum information required for resource creation, such as the Resource ID or Resource Group.

To edit an existing Configuration, set the status to Preliminary.

Create a New Resource Configuration

When creating a New Resource Configuration, define it's overall usage by setting the following flags:

• Use In Maintenance - enabling this option will designate the configuration as specific to Maintenance resources and mean the Company and Site connections are mandatory to the Connections Step.
• Use In Projects - enabling this option will designate the configuration as specific to Projects resources, and facilitate the efficient creation of a resource that can be used in project resource planning and allocation.
• Use In Service - enabling this option will designate the configuration as specific to Service resources and allow for the adding of Service Organization and Service Delivery Unit to the Connections Step.
• Scheduling - enabling this option will ensure that resources created with this configuration are Schedulable resource and the Scheduling Details and Scheduling Resource Regions Steps are available in the assistant.
• Mobile User - enabling this option will ensure that resources created with this configuration are set as a Mobile User and the Mobile Details step in the assistant is available.

When creating or modifying an individual Resource Configuration, the Steps and Sections that are applicable to each Configuration can be defined and their visibility is determined by the Usage flags set on the Configuration and the Visibility flag set on the Step. For each step, the following flags can be set to determine the scope of the sections available:

• Visible - determines if the step is to be visible when the current Resource Configuration is used.
• Enabled - determines if the step is to be turned on by default.
• Required - determines if the step is to be a required/ mandatory step.

Some steps, such as the Setup/ Configuration and Connections steps, cannot be hidden or disabled as they are required for resource creation.

Prerequisites

N/A

System Effects

As a result of this activity, a resource configuration is created that can be used when creating a new resource.