As the variations in required nominations resources may only be minimal, it is possible to clone existing resources, retaining all the attributes, characteristics and associated action plans, etc, and apply the required changes to the new copy, thus saving time and effort.
The procedure to clone a nominations resource is as follows:
- Navigate to Quick Menu > Allocations > Configuration > Resources. The Resource Details window is displayed.
- Expand a category heading and linked resource subtype from the alphabetical list and select an associated nominations resource to be cloned, or enter its name into the Search Resources field. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Clone Resource. The Resource Details window is populated with all the attributes of the source nominations resource record.
- Using the Companies drop-down field, ensure that the selected companies are still valid for this cloned nominations resource and apply any required changes.
- Using the Resource Subtype drop-down field, ensure that the selected parameter value is still valid for this nominations resource and apply any required change.
- Select the Address for the new nominations resource using the spy-glass icon (
). The Search Address window is displayed.
- Enter sufficient address details into the search fields provided and click on Search. The Search Address window is displayed, returning all possible matches.
- Double-click on the row containing the exact record match or use Refine Search to enter different criteria.
- Enter a Description for the new nominations resource into the field provided. By default, the source nominations resource description is displayed with an additional suffix of '1'
1 2.
- Adjust the values entered in the user-defined fields, as required, to reflect the new nominations resource; these determine the attributes of the individual nominations resource, with the specific entries controlled by the associated data types i.e. Date Only, Date Time, Decimal, Integer, Lookup, Text, Time Only, True or False.
- Amend the Effective from date for this nominations resource, as required i.e. the date on which it came into effect 3.
- Amend the Effective to date for this nominations resource, as required i.e. to specify the valid duration; a blank field means the potential for nomination will never expire.
- Click on Save 4. The cloned nominations record is displayed in the alphabetical list, underneath the associated resource type heading.
Tip
1 To aid in identification, it is good practice to employ the first line of the address as the unique nominations resource description.
Note
1 The Search Resources field will match against any element of the nominations resource description.
2 System validation rules ensure that the description entered for each new nominations resource is unique for the effective period.
3 The Effective from date defaults to the current system date and cannot be left blank.
4 To amend the details of an existing nominations resource, expand the resource subtype, select an entry from the alphabetical list (or type the name into the Search Resources field) and repeat steps 6 through 13. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.
See related topics...
Nominations resource management overview
To create a new nominations resource
To add an action plan to a nominations resource
To define a resource field parameter value
