Creating a New Resource

To create a new resource:

  1. On a current resource’s Resource Detail Form Header, click 'New'. A blank Resource Detail Form displays.

  2. Enter the information for the new resource.

  3. Save or cancel your changes. The Resource Detail Form will display. The system will assign the Resource ID once you save the resource record.

 

 

When you define a resource, one of the required fields is Resource Type. The four attributes associated with resource types are:

  1. Assignable - Event, Assignable – Registration, Assignable – Participant, or Parent, depending on the status of this attribute

  2. Event-specific Limit or Shared Capacity

  3. Roll Up Consumption or Do Not Roll Up Consumption

  4. Time Sensitive or Not Time Sensitive

 

 

Fields include:

 

Short Name

This is the resource’s name that will be used in the event tree. You may enter up to 60 characters in this text field. Required

Long Name

This is the resource’s name and describes the resource uniquely out of context. You may enter up to 120 characters in this field. Required

Sort Name

This is the resource’s list and drop-down name. You may enter up to 40 characters in this text field. Required

Resource Type

This field indicates the type of resource as defined in Resource Types. Required

Active

A check in this box indicates you will be able to select and use this resource. By default, when adding a new resource, the check box will be checked.

Allow Wait List

This check box indicates that registrations can be put on a waiting list for this resource.

Sub-resource Display

This checkbox is available if the resource is not assignable. If the resource is a parent resource, and this box is checked, the resource tree will be expanded by default when viewed.

Default Limit

This is the default limit established for event-specific resources you wish to look up.