Parent Topic

Configuration Overview

Previous Topic

Next Topic

Book Contents

Book Index

Resources

The Resource screen displays the resources (e.g. equipment, materials, refreshments, etc.) required for the instruction of a course/competency. Resources can be added, edited and/or deleted from this screen.

Resources can be shared between multiple organizations. The total number of scheduled finite resources is tracked by the system, to prevent scheduling of multiple classes at the same time using the same resources. If there is a conflict in the resources for a class, a warning message is displayed. Default resource requirements are configured within a course, and exact numbers required can be modified.

Steps to Add a Resource Record:

  1. From the Configuration section>Education Tracking card, select the Resources icon.
  2. Click on the Add button to open a screen to create a new record.
  3. Enter a Code and Description to identify this resource record.
  4. Enter a Resource Classification Code used to filter the resources list.
  5. In the Units Available field, enter the total number of this resource that can be scheduled. If there is an unlimited number of these (such as for refreshments) enter a 0.
  6. If this resource is Active and can be assigned, enter a Yes.
  7. If this resource can be shared between multiple classrooms, enter Yes in the Shared field. When the record is saved, the Resource Sharing button is enabled in the left pane to indicate the organization units that have access to this resource.
  8. Enter the Organization Unit code where this resource is located.
  9. In the Classroom Code field, enter the classroom where this resource is located, if applicable. If the Shared field is set to No, this is the only classroom where this resource is available (for example, a sink or other permanently mounted equipment that cannot be moved to other classrooms).
  10. Save the record.
  11. If the Shared field was set to Yes, the Resource Sharing button is enabled in the left pane. Click on this button.
  12. From the screen, indicate the organization units where this resource can be shared by checking the box to the left of the record, for example, within a certain facility, or department, etc.

The following related topics are available:

Authorization Roles

Organization Unit Roles

Organization Unit Parameters

Classrooms

Resource Classification

Employee Record - Instructor Classification

CBT

Report Groups

Category

Course/Competency Classification

Course/Competency

Curriculum

Employee Record - Curriculum

Licenses

Education Transaction Status

Education Attendance Status

Selection Styles

Event Subscriptions

Home Page - My Expiring Education Requirements

Creating an Education Tracking Class

Creating a Class Group