By configuring resources through the east panel in Organizer instead of accessing the code list via the administration menu, you are directed straight to the correct code list. Here you can add more types of competencies that are then seen as options in Organizer.
1.Select Organizer > Show/Hide Organizer.
2.Select the Resources tab.
3.Search for available resources to book and review the occupancy of different resources.
4.Select a resource. The east panel opens. In the east panel, you get a summary of bookings for the resource to quickly get an overview of how accessible the resource is and the competence of the resource.
Configure more types of resources
This function can be used to, for example, add more selectable resource types.
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Right-click on the resource type and select Open the codelist manager.
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When configuring new personnel resources, the correct login name of the staff must be entered in the Username field in order for them to work in Organizer Webmap. The username must be entered manually, it is not automatically retrieved from the system. |
Configure more competencies
This function can be used to, for example, add more selectable competencies.
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Select a competence and press the Change button. A dialog box for competences opens.
3.Right-click on the skills field and select Open codelist manager.
Mark a resource as inactive
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Uncheck the Active checkbox.
An inactive resource does not appear in the Booking tool or WorkPlanner when booking a resource on a resource need.