Page Comparison

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1. Select settings from the Administration menu
2. Select Resources
3. Make sure the resource/service provider is not already in the resources list by doing a couple of searches in with the magnifying glass, to prevent duplication.

4. Press New Resource from the top RHS of the screen

   1. Fill in the formImage Removed
   2. Image Added
      
      
      
      
   3. Set the Title eg "ACME Community Group"
   4. Set the Resource Type, most recovery resources will be a "Service"
   5. Set the Category, to be "Recovery Service task" (if it will only be used for recovery)
   6. Select the Organisation or pick "New Organisation for resource"
      • If this is linked to your own  primary organisation, we recommend you create a new organisation like "Council - Misc Dept"
        • This will prevent most users getting notifications when the records are assigned or updated (see section ZZZ section How to link a user to resources and enable notifications
          section below)
   7. Set the unit name ie Litres, hours
      1. If it is a referral, you could use "referral" or "job" or "item"
      Set Global resourceGlobal resource to "Y"
      
      1. If this resource is for the current event only, then pick "No" otherwise leave the default of "Yes" (You can change this at a later stage).
      2. if you do select "No" please manually add this resource to the event(s) after you have created it see Adding/Removing Resources from an Event
         
   8. Set to current event to "Yes"
      1. This will also add the newly created position to the current event as well.
   9. Press Create (this takes you to page two)
   10. On the second screen you can optionally add
       1. an existing contact for this resource, so you can have their phone number etc linked to many resources
       2. you can add the unit and rate / costs if applicable
   11. Press Save
   12. Note : there is now a new position called "Contractor" from the new organisation eg ACME Community Group, you can rename and edit this position if you like

How to make a resource only show for a single event

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The new user needs to be added to the same organisation as the resource, as shown below. 

If they do not need to login to Crisisworks you do not need to give them any positionsAiAdd the position such as the ACME Community Group::Contractor position that was created in the example above .

Once you have created their account, you can edit their user record to enable their notifications

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Adding a restricted position for recovery contractors

You may not need to create a position for you resources, as a "contractor" position is created with a new resource when you choose the option to create anorganisation. you may only need to rename it (if you like)

If you want to create a position for all recovery contractors you can either create a generic one, for example,  "Recovery Limited", or you can create a custom position for each of the major contractors. Creating a position for each contractor will allow you to manage them separately. This is important if you are working in the response phase of an event and want to assign requests.

If you are creating a generic position you can link the position to a generic organisation rather than a specific one (as you can see in the below screenshot) however this is not preferred option.

As a minimum, the following two security policies are needed to add this one security policy allow users to login and view/edit items assigned to them.

• Recovery Limited
• Base User Policy
  Resource Contractor Limited - limited access to receive notifications and work on items assigned to resources owned by the user's organisation

More information about resources

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