Home > EMResource > Guide - Resource Types > Create or Edit a Resource Type


Depending on your role, you may be able to create and edit resource types. Resource types are groups of resources that share a common characteristic and report a status. Resource types are used to categorize resources on views and in reports.

To create or edit a resource type

  1. In the main menu, click Setup and then click Resource Types. The Resource Types page opens.

  2. Take one of these actions.

    If you want to...

    Then...

    Create a resource type,

    Click Create Resource Type. The Create Resource Type page opens.

    Edit a resource type,

    1. Locate the resource type and, on that row, click the (resource type) name. The View Resource Type: (resource type) page opens.

    2. Click Edit. The Edit Resource Type: (resource type) page opens.

  3. Enter or edit this information.

    Field

    Description

    Name

    Label or title of this resource type.

    Description

    Information that describes the resource type and appears in the Resource Type Definition window.

    Active

    When selected, indicates the resource type is available for use.

    Select the displayable info fields for this resource type

    When selected, indicates the specified information will appear in the top section of each resource's details page.

    Sub-Resource Types

    When selected, indicates which, if any, sub-resource types are associated with the resource type.

    Status Types

    Searchable list of status types that, when selected, indicate the type of status the resources with this resource type inherit and report.

    Default Status TypesDefault status type for this resource.
  4. Click Save.