This page guides 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.