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Access to the resources module will depend on your WorkBook license type and your access level.
ON THIS PAGE YOU WILL FIND: | ||||||
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RESOURCE DEFAULT GRID NAVIGATION
Resources are created and accessed via the ‘Resources’ module from the main navigation bar.
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NUMBER | FUNCTIONALITY |
|---|---|
1 | The resource list shows you a list of resources, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
2 | This drop-down menu allows you to view the resource list in one of two ways:
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3 | The further options menu is where you can create and deactivate |
resources. |
4 | The filter allows you to filter records by |
type (i.e. client, vendor), by |
company or |
dept. (only applicable for employees) or other attributes, such as geography. |
5 | Use the modify grid feature to group by type or remove columns not in use. |
6 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |
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EMPLOYEE SETTINGS GRID NAVIGATION
When an individual job is selected in the jobs list, you can then create items against that job such as quotes, invoices, timelines & purchase orders. You can also update and review information against the selected job directly from many of the list views.
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Employee records in WorkBook can be any type of user who needs access or a resource that relates to time. Employees are created and accessed via the ‘Resources’ module from the main navigation bar.
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NUMBER | FUNCTIONALITY |
|---|---|
1 | The employee settings resource list shows you a list of employees, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
2 | This drop-down menu allows you to view the resource list in one of two ways:
|
3 | The further options menu is where you can create and deactivate |
employees. |
4 | The filter allows you to filter records by |
company or dept. or other attributes, such as geography. |
5 | Use the modify grid feature to group by type or remove columns not in use. |
6 | Use the sidebar to access, add and edit details relating to the |
employee that you have selected. This will open the |
employee card. |
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