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How do I create and manage resources?

Getting started with resources and creating, modifying, and archiving them

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Written by Charles Vallières

Before managing resources, check whether they're suitable for your needs.

Once created, you can directly add resources to shifts in the scheduler (add a resource), and employees can clock at the locations of these resources.


Create a resource

To create a resource, click Resources, then click Create.

Next, you must add the name and type. Other fields are optional.

Note: If you create a Jobsite, you have to add an address.


Resource types

Resources can be classified as a jobsite or equipment.

Jobsite

Jobsites let you add an address on Google maps that will let the employee visualize the location. Il will also let the employee clock in at the geofenced site.

Equipment

The equipment type lets you manage assets (for example, a vehicle) and assign them to the desired employees.


Manage a resource

Edit

To modify a resource, click the resource and change the values you wish to.

Archive

At the left of the modification page, you'll find the Archive button. If you archive a resource, it will be removed from shifts and time entries planned in future weeks, but will be kept for shifts and time entries for the current and past weeks.

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