General
The General screen is where the basic information on this resource is set up. Once this screen is completed, click on the Resource Sharing button to indicate the organization units where this resource is shared.
Note: The Resource Sharing button in the left pane is only available if the Shared field is set to Yes.
The Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.
The Audits tab is only available if an edit was made to the open record. It opens a screen to view information on changes made to the record, including the date and time of the change, the application, the classification of the change (insert, update, and delete), including what was changed, and user name of the person making the change.
Click the card arrow to open the record and view the details of the change, including the field that was updated, the original value and the new value.
Note: To view the audits on all records in this screen, click on the Audits button in the left pane. This button is available when the Search screen is open.
The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.
The audit records can be grouped and sorted by one of the following options: application, audit date, audit description, classification, or who modified. To change the sort, click the drop down arrow near the Group By field in the Audit List Actions to open the record, then select the grouping from the list.
Group by Application
Groups the audit records by the application where the changes were made.
Group by Audit Date
Groups all the audits by the date when changes were made.
Group by Audit Description
Groups the audit report by the description of the edits that were made.
Group by Classification
Groups the audit records by whether the record was inserted, updated, or deleted.
Group by Who Modified
Groups the audit records by the user who made the updates.
Active
Indicates whether this resource record is active and available to be assigned (Yes/No).
Classroom Code
The classroom the resource is assigned to, if applicable.
- If the Shared field is set to Yes, this resource can be used in other classrooms within the authorized organization levels.
- If the Shared field is set to No, this resource is only available within this classroom (for example, a mounted projector and screen).
Code
An alphanumeric short name or abbreviation to identify the resource.
Description
The label describing the resource.
Organization Unit
Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.
Resource Classification Code
The classification type (e.g. equipment, food, materials) assigned to this resource.
Shared
Indicates if the resource is shared between organization units (Yes/No). For example:
- Refreshments would be a shared resource (Yes). They are available in any classroom, any organization unit.
- A television and VCR could be a shared resource (Yes), but only within the same building. The organization units that can share this resource are selected on the Resource Sharing screen.
- A sink would not be a shared resource (No). If a class requires a sink and running water, the class would need to be scheduled in the specified classroom. The classroom where this sink is located is named in the Classroom Code field.
Units Available
Total number of this resource that are available to assign to classes. Note: To indicate unlimited number of resources available, leave this field blank. Do not enter a zero.
To indicate there are unlimited number of this resource, leave this field blank.