Resource Categories

The resource category is a high-level bucket into which similar resource items may be placed. Each resource may belong to only a single category. Categories might include things like “A/V”, “Furniture”, “Computers”, or “Sporting Goods”. The resource categories can be used to limit access when setting up user security and are also used when searching for resources for scheduling, maintenance, and management. 

 

Add Resource Categories

  1. Click on the Settings tab.
  2. Select Master List.
  3. Select Resource Categories from the drop-down list. The list of existing categories is displayed.
  4. Click Add.
  5. Enter a new Resource Category name and description and click Ok.
  6. The new Resource Category entry will appear on the list, and is now available for use elsewhere in the application.

The delete icon to the left of the entries removes a Resource Category from the list.

Warning: Do not delete Resource Categories that are associated to resources.  To remove a previously used Resource Category from the dropdown list, click the name of the Resource Category and uncheck the active box.

 


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