Specify Resource Details for a User

You can use this option to specify a user's resource details.

This applies if you've set up code tables to manage resources in your agency. You can set up your cost scale and skill set entries under Admin > Code Tables > System.

 

To access and manage resource information for the user:

  1. Select Admin > Security > Users.

  2. Select the new user.

  3. Select the Resource tab.

  4. Select the Search icon beside the Line Manager field > Select a user from the list.

  5. Select the user's cost scale in the field provided.

  6. Use select the user's skill sets from the Available list to the Selected list by double-clicking on entries.

  7. Enter any notes you have about training the user has had in the Training field.

  8. Save your changes.