As a Crisisworks administrator you can modify the list of recovery service providers that are used in the recovery form. The service providers are actually resources in Crisisworks.
You can set up resources to automatically notify users when a resource/service provider is added/updated on a recovery service task or a request, this is done when a user belongs to the same organisation as the resources and has their notifications settings enabled. See section How to link a user to resources and enable notifications below
When working with large data sets sometimes we want to find multiple records and then add bulk create recovery tasks in one step.
To bulk create recovery service tasks
If you have many recovery service tasks that you wish to apply, for example, the same due date to, or assign the same service provider, you can apply these changes in bulk.
As a Crisisworks administrator:
Press New Resource from the top RHS of the screen
If a resource is a not a global resource it won't be available for selection when editing the item unless it is manually added to the event(s) you are working in.
If the resource is a global resource, then edit it and make it a NON global resource, then add the resource to the current event.
See Adding/Removing Resources from an Event for further help with managing event resources.
If you want users to receive notifications for assigned recovery tasks or assigned requests, or if you want them to login to see their records you will need to create a user account for them.
Even if they will not log in, a user record needs to be present for them to receive automated notifications.
Users are not directly linked to resources, they are instead linked the resource's organisation. This gives you the ability to have multiple people receive notifications and have the ability to edit records based on the resources assigned to their organisation.
Extending from the example above, for ACME Community Group, we will add a user that belongs to the same organisation as the resource.
To create a new user, Administrators, should select the Users option from the Administration menu and select the new user button.
The new user needs to be added to the same organisation as the resource, as shown below.
AiAdd 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
If you do want this user to be able to login and see the records assigned to them you can create a restricted position for them, see the next section.
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, add this one security policy allow users to login and view/edit items assigned to them.
see Working with Resources for information on