Create or Edit a Sub-Resource

If you have appropriate rights, you can create and edit sub-resources. Sub-resources are components of a resource that, like resources, have their own attributes and report status types.

When you create or edit sub-resources, you must provide a name and indicate the sub-resource type. The statuses that sub-resources can report are determined by its type. Additionally, you can enter notes and identify which sub-resource is primary for each resource. You may be required to enter address and contact details for sub-resources, which can be Required, Optional, or Not Allowed.

Before you begin, make sure you have the appropriate sub-resource types and status types set up.

To create a sub-resource

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

  2. Locate the resource and, on that row, click Sub-Resources. The Sub-Resource List page opens.

  3. On the left, click the Add Sub-resource button. The Select Sub-Resource Type window opens.

  4. Select a sub-resource-type from the drop-down list.

  5. Click Add Sub-resource.

  6. Enter some this information.

    New Sub-Resource fields and descriptions
    Field Description

    Name

    Name of the sub-resource.

    Notes

    Enter notes or comments about this resource, as appropriate.

    Primary

    Select the checkbox to designate this as the primary sub-resource of this type.
  7. Click Save.

To edit a sub-resource

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

  2. Locate the resource and, on that row, click Sub-Resources. The Sub-Resource List page opens.

  3. Take one of these actions.

  4. Locate the sub-resource and, on that row, click the sub-resource name. The View Sub-Resource: (name) page opens.

  5. On the left, click Edit. The Edit Sub-Resource: (name) page opens.

  6. Modify some or all of this information.

    Modify Sub-Resource fields and descriptions
    Field Description

    Name

    Name of the sub-resource.

    Notes

    Enter notes or comments about this resource, as appropriate.

    Active

    Select checkbox to designate as an active sub-resource.

    Once you deactivate a sub-resource, it no longer appears in views and cannot be updated, included in events, selected on forms, or assigned to users. For more information, refer to Deactivate or Reactivate Sub-Resources

    Primary

    Select the checkbox to designate this as the primary sub-resource of this type.

  7. Click Save.