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In Crisisworks 5, the Resources feature has been simplified into its own register. When your site is upgraded, all existing Resources will transfer over, but utilisation history will not be retained

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Here are some key points to consider about the migration of your existing resources:

  • Utilisation history that appeared in the Resource record in CW4 will not be retained. To keep a record of resource utilisation, generate the Request Resource Assignments report ensuring you select Events=All Events. Save this report for further reference, and consider adding it to a Library item in CW5, tagged as Resource_Utilisation.

  • Organisation Association: The organisation previously associated with the Resource will not be carried over in the migration. This is because in CW5, it is no longer mandatory for Resources to be linked to an Organisation (resource manager).

  •  Review Resources: review your list of Resources in Crisisworks 4, 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: 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.

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