As the variations in required service-based 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 services 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 services 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 services record.
- Using the Companies drop-down field, ensure that the selected companies are still valid for this cloned services resource and apply any required changes.
- Using the Resource Subtype drop-down field, ensure that the selected parameter value is still valid for this services resource and apply any required change.
- Enter a Description for the new services resource into the field provided. By default, the source services 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 services resource; these determine the attributes of the individual services 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 services resource, as required i.e. the date on which the service came into effect 3.
- Amend the Effective to date for this services resource, as required i.e. to specify the valid duration; a blank field means the service will never expire.
- Click on Save 4. The cloned services 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 a consistent naming convention for the services resource description.
Note
1 The Search Resources field will match against any element of the services resource description.
2 System validation rules ensure that the description entered for each new services 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 service, 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 10. 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...
Services resource management overview
To create a new services resource
To add an action plan to a services resource
To define a resource field parameter value
