Create a Resource

With appropriate rights, you can create resources by completing three steps:

  • Specify the resource details.

  • Assign user access to the resource.

  • Restrict visibility into the resource's status types.

This process can be performed consecutively or independently with the three procedures on this page. For more information, refer to Resources, Create or Edit a Sub-Resource, and Edit Resource-Level Status Types.

This video demonstrates the steps below.

Providing basic information or details about a resource is the foundation of creating a resource in EMResource.

  1. In the main menu, click Setup then click Resources. The Resource List opens.

  2. Click Create New Resource. The Create New Resource page opens.

  3. Enter this information.

    New Resource fields and descriptions

    Field

    Description

    Name

    Name of the resource.

    Abbreviation

    Abbreviation for the resource.

    Abbreviations may be used in text notifications and reports.

    Resource Type

    Grouping of resources, such as by type or proximity; select from your region-defined list of types; on your region views, the resource's type defines how it is grouped with other resources, as well as its inherited status types.

    Standard Resource Type

    Predefined list of resource types or categories; this determines the resource's icon for display on the map view; you can also use it as a search term on a number of search pages.

    Share with Other Regions

    Select this checkbox to share this resource's information with regions with which you have established and activated a mutual data sharing agreement; clear the checkbox to remove sharing of this resource.

    AHA ID

    American Hospital Association identification number.

    External ID

    Unique identifier (primary key) for use with an external interface/program; this identifier is established outside of EMResource; contact Juvare for more information.

    Address

    Enter the resource's street address, city, State, ZIP code, and county.

    Latitude / Longitude

    After entering the resource's address, click Lookup Address to obtain the latitude and longitude for the resource; the system automatically populates the information in these fields and shows a map of the resource's location.

    Click Show Map to open a map showing the location of the resource; drag and drop the icon to refine the location and latitude and longitude

    If you are unsure of the address, enter the resource's city and State and click Show Map. Click and drag the red icon to any location in the map; the system automatically provides the correct latitude and longitude. It may be helpful to switch to the satellite view to display the buildings in the area.

    Website

    Enter the resource's website address (URL).

    Contact Information

    Enter the resource's contact information, such as the contact's name, title, address, phone and fax numbers, and email address.

    Notes

    Enter notes or comments about this resource, as appropriate.

    View Rights

    Select checkbox to automatically allow all users to view the resource. By default, this option is selected.

  4. Click Save. One of the following occurs:

    • If you are not authorized to configure user access, the list of resources re-opens.

    • If you are authorized to configure user access, the Assign Users to [resource] page opens.

Assigning user access determines what users in your region can see and interact with the resource. On the Assign Users to [resource] page, user access is indicated in the table by selecting or clearing checkboxes for Associated with, which indicates who will receive notifications, Update Status, Run Reports, View Resources, and Administer Users.

  1. If you are not already on the Assign Users page, in the main menu, click Setup and then click Resources.

  2. On the Resource List page, locate the resource and, on that row, click Users. The Assign Users page opens.

  3. Locate the user or users, and select or clear the Associated with, Update Status, Run Reports, View Resources, and Administer Users checkboxes to add or remove their access rights for the resource.

  4. Continue with the next section to restrict user visibility by status type or if you are done, at the bottom of the page, click Save.

  • You must select the View Resource right for at least one user or the resource will only be visible to administrators.

  • If you want to grant Associated with, Update Status, Run Reports, or Administer Users rights for a user, you must also select the View Resource right.

  • To grant a type of access rights for all users, select the checkbox in the column header.

  • Filters and search options at the top of the Assign Users to [resource] page can be used to help you locate users by their currently assigned rights or by resource group, role, resource types, and username. You can also search for users by entering some of their personal info.

By default, when setting up a new user account, the user is able to view all resource status types. Through the resource, you can restrict user visibility by status type.

  1. If you are not already on the Assign Users page, in the main menu, click Setup then click Resources.

  2. On the Resource List page, locate the resource and on that row, click Users. The Assign Users page opens.

  3. Locate the user or users, and on that row in the View Resource column.

  4. Select or clear the checkboxes to make resource status types visible or not.

  5. Click Save Changes. The window closes.

  6. At the bottom of the page, click Save.

Related Concepts

Resources