Add Work Order Resources

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Resources are consumable and trackable items that are budgeted and then used to help staff complete work.

Defining the Resource

When adding or editing a resource, you will need to define the resource's attributes. A Resource should be a consumable and trackable thing. Here are a few examples before you get started:

  • Signs

  • Concrete

  • Asphalt


Example of a Resource

There's quite a bit of flexibility in defining a resource. To give you an idea of how a resource could be defined, here is one example:

  • Title - Concrete

  • Category - Raw Materials

  • Measure - Pounds

  • Decimal Points Allowed - 0.0

  • Cost - 8 (dollars)

  • Location - Materials Shed


Instructions

  1. Sign in to your site

  2. Navigate to the Profile menu, then select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  3. Click on the Resources tabThe Work Orders section displayed with the Resources option highlighted.

  4. Select Add Resource:The Resources section of the Work Orders screen with the Add Resource button highlighted.

  5. Fill out the following fields:The New Resource screen with various fields and drop-down menus displayed as well as an Add A Photo option.

    • Title: Add the name of the resource

    • Category: To help sort all of the resources you have, you can add a category or select an existing category

    • Measure: This is the way that the resource is quantified

    • Decimal Points Allowed: Indicate how many decimal points can be used with this resource

    • Cost: Identify how much one unit measurement of this resource costs

    • Location: Select or create a location for the resource

      Note:

      This is not a geocoded field, so you don't need to use a complete address.

    • Photos: Add any desired images

  6. Click Create Resource:The New Resource screen with the Create Resource button highlighted.