Resources

Overview

The resources module allows you to manage cost tracking and cost recovery as well as resource allocation.

Logging resource utilisation against Requests, Recovery Cases and Infrastructure Assessments allows reporting of commitments and costs for that resource or across an entire event. Resources are typically physical equipment (such as bulldozers) however there are other types of resources (such as human resources) that can be accounted for.

The main registers that support allocation of resources are Requests, Cases and Infrastructure.

Access

Resources must be enabled within the current event.

You must be on duty as a Coordinator.

Locate the Resources register under Operations > Resources in the menu.

Types of Resources

Viewing Resources

Resources are listed in and searchable via the register Datagrid.

To view an existing item:

1. Navigate to the register datagrid.

2. Locate the item you wish to view. The register includes filters for Status, Date, Assigned

3. Open the item using the ID, Status or Title

4. To return to the Datagrid use the Back button

Resource Settings

The following section outlines the most important settings for managing Resources.

Settings may vary depending on the type of Resource.

Workflow

Resource Type

The type should be selected first, it will define which form is used for entering in the information for the resource.

Status

Priority

Items with a high or urgent priority are highlighted on the datagrid.

Assignee

Some Resource types support assignment to a Contact/User. This is the person or organisation responsible for the Resource.

Classification

This allows you to change the Resource's event, Region and add tags.

Contact Details

Optionally specify a contact responsible for the resource.

Use the search to identify and select and enter an existing contact as a sub-item.

For more information, refer to: Contacts.

Resource Particulars

The Resource Particulars section is where you define the resource, including giving it a Title, Category, Description and or file for detailed specifications or supporting documentation. Offers do not have this section.

Category

Some Resource types (for example Equipment) can be categorised. This helps with Reports to break down by a specific category.

Sub-Category

Sub-Categories allow further categorisation of events. You will not be able to select a sub-category unless you've selected an appropriate category.

Type Particulars

The section below the Resource Particulars contains additional settings specific to the type.

Units

Units are used for certain types including Consumables, Equipment and Volunteers. Units provide a flexible way of accounting for the value of individually allocated resources.

Equipment

When you're working with equipment resources, you can include additional details on the model, serial and product type. This is also handy for finding the resources later as you can search by these fields to find an individual piece of equipment.

Location

The system supports a map based location for the resource. If route-tracking is enabled via the mobile app or a resource is location aware or has an integrated GPS location feed, near real-time location tracking for a resource may be possible.

Editing Resources

Resources can be edited from the datagrid.

1. Navigate to the register

2. Locate the item you wish to edit by using the Edit button

3. Make the necessary changes to the settings

4. Save

Adding Resources

To general process to add a Resources is:

1. Click the New Resource button from any screen.

2. Under Workflow, specify the Resource Type (Consumable, Equipment, Offer, Service Provider or Volunteer)

3. Optionally add a Primary Contact

4. In the Resources Particulars section, add an appropriate Title and select a Category and optionally a Sub-Category

5. Depending on the Resource Type, enter particulars in the Particulars section

6. Save

Bulk Actions

The following additional bulk actions can be performed via the Actions menu:

Reports