This procedure allows you to add and update resource details, and delete resources. Also, you can identify resource managers and assign resources to them.
-
Navigate to Admin > Core Admin > Resource Admin.
-
Click the Assignment tab.
-
In the Assign Resource Managers panel, click the Insert Row icon to add a new row for a resource.
-
Type in the Resource ID and Name.
-
(Optional) Select the Active check box to make the resource available.
-
(Optional) Type in the Email ID of the resource.
-
(Optional) Select the User check box if the resource type is a user.
-
Click the ellipsis and select the required value.
-
Parent Resource Path ID (Applicable only if assigning the resource under a parent level resource.)
-
Resource Type Path ID
-
Discipline ID
-
-
(Optional) Select the SCP User check box.
-
Click the Save icon. The fields Resource Type Name, Discipline Name and Last Update User auto-populate.
-
Click REFRESH.
-
(Optional) Select the Resource Manager check box to enable manager title for the particular resource.
-
You can select Resource Manager check box only when the following conditions satisfy:
-
Active and User check boxes must be selected.
-
Resource type must be a Named or Discipline Resource.
-
-
The Resource Manager field highlights in red color if you alter the conditions mentioned in the above note for an existing assigned resource manager.
-
-
Click the Save icon. The Assign hyperlink appears in the Assign Resource field.
-
See Server Settings for 8.8 to prevent resource deletion if assigned to Transactions anywhere in the system.
-
To remove a resource, click the Delete Row(s) icon.
-
-
Click the Assign hyperlink. The Resource Assignment panel appears below the Assign Resource Managers panel.
-
By default, the assigned resource is selected as Resource Manager in the Resource Assignment panel.
-
You can also assign a resource to multiple resource managers.
-
-
In the Resource Assignment panel, click the Insert Row icon to add a new row and assign a resource for the selected Resource Manager.
-
Click the Resource ID ellipsis and select the resource.
-
Click SAVE. The Resource Name auto-populates.
-
You can customize the view of the Assign Resource Managers panel from the view settings.
-
To remove a resource assignment, click the Delete Row(s) icon.
-