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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.

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