Create Resource Groups

Resource groups consist of resources that belong to one or more regions and share one or more characteristics. Resource groups are created to serve as the data source when creating dashboard widgets, and in this way, they allow you to generate a snapshot of information related to specific resources.

When creating or editing a resource group, a wizard-like approach guides you through the necessary steps. Depending on whether the group will be static or dynamic, the creation and editing process is slightly different because dynamic groups use Standard Resource Types or Resource Types to categorize data, then allow you to specify state and county parameters as an additional way of defining group location.

Resource groups are static or dynamic, which determines how the groups are structured and updated.

  • Static resource groups consist of specific resources that do not change unless you edit the resource group.

  • The resources in dynamic resource groups can vary depending on the region you log in to, and as such, are identified by the standard resource type or resource type.

    Dynamic resource groups are automatically updated when resources are added or removed from the selected resource type, regions, states, and/or counties.

For more information related to static and dynamic resource group, refer to Static and Dynamic Resource Groups.

  1. In the main menu, click Setup then click Resource Groups. The Resource Groups page opens.

  2. Click Create Static Group. The Create Static Resource Group page opens.

  3. Enter the Name for this resource group.

  4. Select one of these options:

    • Private - visible for me only

    • Shared - visible for everyone in the region

  5. Click Select Regions. The Regions window opens.

  6. If applicable, click Select Resource Types. The Resource Types window opens.

  7. Select the checkbox for one or more resources you want to include in this group. As appropriate, use the available filters (Selected/Not Selected, Regions, Resource Types, Standard Resource Types, State, County, Resource Name, or Address) to limit results in the list of resources.

  8. Click Apply.

  1. In the main menu, click Setup then click Resource Groups. The Resource Groups page opens.

  2. Click Create Dynamic Group. The Create Dynamic Resource Group page opens.

  3. Enter the Name for this resource group.

  4. Select one of these options:

    • Private - visible for me only

    • Shared - visible for everyone in the region

  5. Under Use Current Region, select one of the following options:

    • Create a group that includes resources for whichever region you are logged in to. Resources in this group will change accordingly. With this option, only Standard Resource Types can be selected because Resource Types vary by region.

    • Select one or more regions whose resources you want to include in this group.

      If you select this option, you must also select the individual regions in the list that you want to include.

  6. If applicable, click Select Regions. The Regions window opens.

  7. As appropriate, select the checkbox for one or more regions whose resources you want to include. Click Apply.

  8. Click Select Standard Resource Types. The Standard Resource Types window opens.

  9. As appropriate, select the checkbox for one or more standard resource types.

    If you prefer to define the group by resource types, you do not need to select any standard resource types.

  10. Click Apply.

  11. If applicable, click Select Resource Types. The Resource Types window opens.

    Resource Types
    Under Use Current Region, if you selected... Then...
    Create a group that includes resources for whichever region you are logged in to. Resources in this group will change accordingly. With this option, only Standard Resource Types can be selected because Resource Types vary by region. No resource types will be available. Continue to the next step.

    Select one or more regions whose resources you want to include in this group.

    		 As appropriate, select the checkbox for one or more resource types. If you prefer to define the group by standard resource types, you may not want to and do not need to select any resource types.

  12. Click Apply.

  13. Click Select States. The States window opens.

  14. As appropriate, select the checkbox for one or more states to limit resources accordingly. Click Apply.

  15. Click Select Counties. The Counties window opens.

  16. As appropriate, select the checkbox for one or more counties to limit resources accordingly. Click Apply.

  17. Click Save.

Related Concepts

Resource Groups