Create or Edit a Sub-Resource Type

Depending on your role, you may be able to create and edit sub-resource types. Sub-Resource Types are groups of sub-resources that share a common characteristic and report some kind of status.

EMResource Create or edit sub-resource type

To create or edit a sub-resource type

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

  2. Take one of these actions:

  3. Enter or edit this information.

    Resource Type fields and actions

    Field

    Description

    Name

    Label or title of this sub-resource type.

    Description Information that describes the sub-resource type.

    Standard Resource Type

    Identifies the icon and category associated with this sub-resource type. 

    Status

    When selected, indicates the sub-resource is Active and available for use.

    Address

    Indicates the relevance of an address for this sub-resource type. Options include:

    • Required

    • Optional

    • Not Allowed

    Contact

    Indicates the relevance of contact information for this sub-resource type. Options include:

    • Required
    • Optional
    • Not Allowed

    Resource Types

    Identifies the resource types associated with this sub-resource type. Sub-resources that belong to this sub-resource type can only be created for resources belonging to one of the selected resource types.

    Status Types

    Searchable list of status types that, when selected, indicate the type of status the resources with this resource type inherit and report.

    Default Status Types

    Status and associated color that appear by default for this sub-resource type on custom and map views.

  4. Click Save.

Related Concepts

Resource Types