Edit Resource Information

A field manager can review and revise a resource’s employee information, as well as information about work skills, work zones, work locations, and calendars.

From the Resource Info screen, tapping or clicking the title in any of the information blocks displays dialog box boxes in which you can add, change, or delete information specific to that block.

Note: If two users are linked only by teamwork and do not have any association with each other, then the users will not have access to each other's resource information.
Information block: Information you can view and edit: Associated screens and/or dialog box(es):
General information (name of the resource)
  • Name

  • External ID

  • Phone

  • Email address

  • Status (active or inactive)

  • Resource type

  • Message language

  • Time zone

  • Time format (12- or 24–hour)

  • Date format

Screen
  • Edit Resource Info

Additional information
  • Name

  • External ID

  • Phone

  • Email address

  • Status (active or inactive)

  • Resource type

  • Message language

  • Time zone

  • Time format (12- or 24-hour)

  • Date format

Screen
  • Edit Resource Info

Locations
  • Daily locations

    • Start

    • End

    • Home

    • Days

Screen
  • Locations

Dialog box
  • Daily Locations

  • Location assignment

    • Day

  • Start

  • End

  • Home

Screen
  • Locations

Dialog box

  • Location Assignment

  • Shared locations (view only)

Screen
  • Locations

  • Resource locations

    • Label

    • Address

    • City

    • ZIP/Postal Code

    • State

    • Latitude

    • Longitude

Screen
  • Locations

Dialog box

  • Add Location

Resource Calendar
  • Shift

    • Overnight

    • First

    • Second

    • Non-working time

    • Custom working time

  • Number of repeating days

  • Reason for non-working time

  • Time frame for custom working time

  • Points assigned to custom working time

Screen
  • Resource Calendar

Dialog box

  • Add Location

Work Skills
  • Work skills

  • Level of expertise

  • Temporary skill? (yes/no)

Screen
  • Resource Work Skills

Dialog boxes

  • Add work skill

  • Edit work skill

Work Zones
  • Work zones

  • Ratio

  • Temporary? (yes/no)

  • Start date

  • End date

  • Recurrence

  • Days between occurrences

Screen
  • Work Zones

Dialog boxes

  • Add Work Zones

  • Edit Work Zone