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Overview

Resources have a few different functions in Crisisworks. The primary use for resources is to tack costs and usage of items or services. Examples of resources may be Subcontractors, Vehicles, or services. Other examples of resources are wages costs such as "Staff Overtime - Band 1" 

Each resource has a history of its usage so you can look at a resource and see everywhere where it has been used and the costs associated. Resource can be pre-created in the settings → resources section by Crisisworks administrators. Part of their setup includes their costs and unit of measurement, such as $50/hour or $500 per day or $40 each.

Resources are link to each event, so it is important that your events templates contains the resources you would like to have. Note you can multiple event templates each could have different sets of resources in them, based on the event template.

Adding resources

Crisisworks administrators or Resource managers can create and edit resources.

To add a new resource there are two options, pre-define them for later use, or create an ad-hoc resource from within a request

How create pre-defined a resource

1. Select Resources from the settings menu
2. Before using the new button on the RHS, make sure the resource doesn’t already exist
   • You can use the magnifying glass to filter the list. Note you can use wild cards like bob* to search for "bob cat",  or "Bob jones Pty Ltd"
3. Choose the resource category and type
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   • The category will effect which modules it will be available in, the general category will be available in most registers
     • Some resources type like “Fire Prevention Contractors” only appear if you have the extra module licensed.
   • The choice of type will effect which fields will be shown on the following screen
     • The choices for type are Consumable / Equipment / Service 
4. After pressing the “New Resource” button on the RHS of the datagrid, fill in the data fields
   
   • Many of the fields are obvious however these following fields are the core fields needed to tack costs, this diagram shows which fields will effect the request resource screen.
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5. After you have created your resource(s) ensure that you add them to the event templates, so it will be copied into the new events.
   1. We recommend that you create all of your resources in bulk before adding multiple resources at the same time

How create an ad-hoc resource

When you are in a request and you which to use a resource,

1. Press the “Add new” button, to add a new resource to the request 
2. Start typing to search the pre-defined resources, as you type you will see a list of any recourses that match the letters you have entered so far
   • If no resources match, you will see the message “A new entry will be created”
     
   • When this happens it means when you save the request it will create a new resource and it will also add the resource to the current event
   • The key difference here is that the unit rate defaults to $1 so you are adding quantities of dollars, so you can just enter the total $ value of the item you which to the the cost of.
     • The unit name is also set to “Dollars", the unit Prefix is set to “$”
   • If you intend to convert this ad-hoc resource into a proper resource for re-use in the future, we recommend you use the Qty as the number of items you want, then go and edit the resource and enter in the proper unit cost.

Editing resources

Crisisworks administrators or Resource managers can create and edit resources.

1. Select Resources from the settings menu
2. Find the resource you want to edit, you can use the tag or category counters, or perform a text search
   • You can use the magnifying glass to filter the list. Note you can use wild cards like bob* to search for "bob cat",  or "Bob jones Pty Ltd"
3. Click on the resource ID or resource title to view the resource
4. Press the green Edit Resource Button
5. Make the changes needed, then press save
   1. See the notes about the core fields re costs in the "How create pre-defined a resource” section above
6. Press save

Adding resources into an event

When using resources, only resource that have already been added to the event can be search for and linked to the records in the event.

The same approach applies to adding resources to event templates as it does for normal events.

Only some positions will have access to edit events, if you do please follow these steps to add resources to an event

1. Navigate to the event overview page in one of five ways:
   1. Press/click on the current name in the menu bar
   2. Select “Manage current Event” from the active events drop down list
   3. Select “Manage Events” from the active events drop down list, which shows you a list of events, then select the event you wish to edit
   4. Select “Manage Event” from the Events menu
   5. Select “Manage Events" from the Events menu
2. From the event overview screen press the “Manage Resources” button
3. On this next screen select the resource(s) you want to add to the event
   1. You can bulk add resources by selecting the check box in the a category header row
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   2. Each time you select the check box in the category header row, it will toggle all the values i.e. all become selected, then all become deselected
4. Press save
5. The event is now updated with the added resources 
   1. Note this is how you remove resources from an event also

Resource categories

Resource categories are used to link the resource to one or more Crisisworks registers, so when you are searching to add an item, it will only filter on the items that are in the matching category.

• General - Used across : Request, Cases, Infrastructure Assessment Module
• General Equipment - Used across : Request, Cases, Infrastructure Assessment Module
• Fire Equipment ? 
• Flood Equipment  ?
• Relief Funding ?
• Fire Prevention Contractors - Used for Fire prevention Module
• Infrastructure assessment Tasks - Used for the Infrastructure Assessment Module
• Recovery Services Tasks - Used in Recovery Cases (Services required)

Exporting and reporting on resources

How to export your resource data 

Run the resources report from reports section:

1. Select “Reports" from the overview menu. 
2. After you select the “Resource Report” from the list of reports
3. Press the green “Generate Report Button” 
4. Choose the Search parameters you want for the report
5. Choose the field you want (Columns)
6. Choose the Grouping (the field to group the data on)
7. Choose the field to orderly  (how it will be sorted)
8. Press Run Report
9. The resulting report can be exported as CSV or an an Excel file
   
   

Importing resources

• Importing resources