Specify a User's Resource Information

You can use the resource management feature to record each user’s set of skill sets, rank, and cost scale.

You can see this information as a resource summary for cases.

Managers can use this information to assess whether adequate resources are available for an investigation.

 

To set a user's resource information:

  1. Select Admin > Security > Users.

  2. Select the user you want to enter resource data for.

  3. Select the appropriate rank from the drop-down provided.

  4. Select the Resource tab.

  5. Specify a line manager:

    • Select the Search icon beside the Line Manager field.

    • Find and select the line manager.

    • Select OK.