Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

HideElements
metastrue
breadcrumb
commentstrue
childpagestrue
peopletrue
toolstrue
labelstrue
helptrue
breadcrumbtrue
watchtrue
sidebartrue
spacestrue
createtrue
sharetrue
favoritetrue
tools
notificationstrue
spacelogotrue
likestrue

Background Color
color#D3D3D3
Section
Column
width90


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


Column
width10

Depending on your role, you may be able to create and edit sub-resource types. Sub-Resource Types are groups of sub-resources that share a common characteristic and report some kind of status.

Image Removed

Image Added

To create or edit a sub-resource type

Point to 
  1. In the main menu, click Setup and

in the list,
  1. then click Resource Types. The Resource

Type List
  1. Types page opens.

  2. Take one of these actions.

    If you want to...

    Then...

    Create a sub-resource type,

    Click Create

New
  1. Sub-Resource Type. The Create

New
  1. Sub-Resource Type page opens.

    Edit a sub-resource type,

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

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

  2. Enter or edit this information.

    Field

    Description

    Name

    Label or title of this sub-resource type.

    DescriptionInformation that describes the sub-resource type.

    Standard Resource Type

    Identifies the icon and category associated with this sub-resource type. 

Description

Information that describes the sub-resource type.

  1. Status

    When selected, indicates the sub-resource is Active and available for use.

    Address

    Indicates the relevance

of an
  1. of an address for this sub-resource type. Options include:

    • Required
    • Optional
    • Not Allowed

    Contact

    Indicates the relevance of contact information for this sub-resource type. Options include:

    • Required
    • Optional
    • Not Allowed

    Resource Types

    Identifies the resource types associated with this sub-resource type. Sub-resources that belong to this sub-resource type can only be created for resources belonging to one of the selected resource types.

Default

Status Types

  1. Status Types

Status and associated color that appear by default for this sub-resource type on custom and map views.

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

    Default Status Types

    Status and associated color that appear by default for this sub-resource type on custom and map views.

  2. Click Save.

Panel
borderColor#000000
titleColor#000000
titleBGColor#D3D3D3
titleHelpful Links

Juvare.com

Juvare Training Center

Announcements

Community Resources