Adding and Editing Resources

Resources are things that people use for events. Some examples would be Rooms, Projectors, Vehicles, etc. Connect Daily provides the ability to schedule Resources with Automatic Conflict Detection.

For general information on Resource Management, watch the Resource Management Tutorial and read Using Resource Management.

Tip

If you will not be using Resources, you can disable this feature in the System Configuration screen.

To add a Resource, from the main menu choose EDIT | RESOURCE. At the end of the list, you should see a button labeled Add Resource.

If the button is not displayed, then you do not have sufficient privilege to Add/Edit Resources Types. Contact your system administrator.

When you add a Resource, you can select who can approve usage of the Resource. Each Resource can have from 0 to many approvers. If a Resource has no approvers, then no approvals are required. If a Resource has approvers, whenever a calendar User adds an Event using that Resource, an EMail notification is sent to each approver.

The Resource Planner view displayed for a specific Resource shows that Resource for a period.

When adding Resources, keep the following things in mind:

• You can have multiple people who have approval authority over the Resource.
• You can't delete a Resource that is used by calendar events. You must remove all events using that Resource before it can be deleted. If you want to keep people from using a Resource for new events, you can remove the Use This Resource for events permission from Users and Groups.
• If a Resource is marked as shared, then multiple events can use that Resource at the same time. If it is not marked as a shared Resource, then only one event at a time will be able to use the Resource.
• If you have a non-calendar User that you always want to receive a CC copy of a Resource usage, add them to the system and make them an approver. All Approvers are CC'd via EMail when a request is made and again when it is approved or denied.

The section below contains information on Resource fields.

Resource Type - This is the general category the Resource falls into. Examples would be Vehicle, Facility, A/V equipment, Staff, etc. See Adding and Editing Resource Types.

Name - This is the displayed name of the Resource. Each name must be unique.

Shared Resource - When selected, multiple events can use the Resource at the same time without generating a conflict. An example would be a nursery, which must be staffed during an event, but multiple events can share the nursery during the same period.

Description - This is a description of the Resource. By default, this is not displayed anywhere, but there is a system configuration setting that allows you to specify that descriptions should be displayed on the View Item page.