This page guides
A core app user can setup and book company resources for shifts such as a company car, equipment or rooms. It often happens that one resource can be used by multiple support workers at different shift times. The resource can be company vehicle, room and equipment's.
Core app user can create as many resources which are provided by the company to support worker during the scheduled shift times. The created resources can be booked(Pre-book) to avoid the inconvenience.
Creating the resources that can be booked is done via Employees from main menu and clicking on Booking Resource from sub menu.
Click on the +New to create a new booking resource.
This requires setting the resource name, type (Vehicle, Room or Equipment) and branch. After entering the information click Save.
Type: Select type of resource such as Vehicle, Room and Equipment.
Name: Enter resource name to identify the resource.
Branch: Select the branch for which the resource will get available.
After saving the resource it will get listed in the active bookingresource/ all bookingresources view.
For booking the resources, core app user can navigate to schedule board. If there are Booking Resources setup for the branch, an additional button will show that allows them to book resources for selected shifts, same as when scheduling staff.
Click on the shift from the schedule board and the booking resource button will appear on the lower right portion of the schedule board.
Select the resource that you have created from the booking resource section.
Click on select to select the resource for the service schedule.
You will see the resource from the bottom part of the details of the service schedule. If the resource is not available, the same availability checks and warnings will be done for resources as well.
If you go to the employee’s view by clicking on the 3rd icon from the search box that is located on the upper left, you will see the resources on the bottom part of the view.
you through the creation and the management of resource records that can be assign to either internal activities or client services .
These are the topics on this page
Introduction
Navigating the Resource Page
Creating a Resource Record
Editing a Resource Record
Change the Activity Status
Deleting a Resource Record
Allocating a Resource to a Client Service
Introduction
The Resource Bookings list is accessed through the Employees>Booking Resources sub menu. Within Brevity we categorise resources as vehicles (pool vehicle), tools of trade & equipment and facilities (meeting rooms). The maintenance of resources resource allows for the physical asset to be pre-booked to either an internal activity or client service through the schedule board.
