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•  Review Resources: review your list of Resources and edit as needed. Set any Resources no longer in use to Status Inactive.
•  Resources in use: The Resource datagrid shows any Resources that are ‘In Use?’ as well as ‘Involved Events’.
•  Deleting Resources: Any Resources you no longer need can be deleted if they are not currently in use by an event, and not linked to an Event. Follow these steps:
•  Navigate to the Resources list under Administration, select the Resource you want to delete. The Resource screen will show any Utilisation of that Resource. Click on the Item to display the record that has First remove the Resource from the Global workspace, to do this, edit the Resource record, and untick ‘Global Resource'
•  If the Resource is still associated with an Event, you will get an error message when you try to delete it. This message will specify the relevant Events, you can then navigate to those Event, select Edit Resources then untick the Resource in question. The system will now allow you to delete the Resource.
• To maintain the integrity of your data, we recommend only deleting Resources that have never been utilised in an Event.
  The Resources datagrid will show any currently ‘In Use?’ or linked to ‘Involved Events’, it will not show any utilisation that has been marked Complete or where an Event has been Closed.
•  To delete a Resource: select the Resource under the Administration menu, set Global Resource to No and Save.
•  Edit the Resource again, and this time, select Delete.

Merge Templates

Administration>Settings/Merge Templates

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•  Reviewing Lookups: we recommend reviewing Lookups by Category. Some are system-defined and have limited editing options. Any Lookups you no longer need, you can edit them and set them to Inactive.
•  Deactivating Lookups: Lookups no longer required can be set to ‘Inactive’.

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• Inactive.

Rostering & Availability

The Rostering feature will not be immediately available in Crisisworks 5, as we are reworking it to make it simpler and more flexible. Based on our understanding, this function is not widely used by most users. However, we would love to hear from you if you currently use it or would like to use it more in the future. Your feedback could help us incorporate new, user-suggested features during its redevelopment.

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