Unable to render embedded object: File (Teach_Centre_Navy.png) not found.

Skip to end of banner
Go to start of banner

Resources Module Overview R13

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

The resource module is where companies, clients, suppliers, and employees are created and managed. The resource module is broken into two key areas:

  1. Resource Default Grid

  2. Employee Settings Grid

Access to the resources module will depend on your WorkBook license type and your access level.

ON THIS PAGE YOU WILL FIND:


RESOURCE DEFAULT GRID NAVIGATION

Resources are created and accessed via the ‘Resources’ module from the main navigation bar.

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:

  1. Resource Default Grid

  2. Employee Settings Grid

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.


EMPLOYEE SETTINGS GRID NAVIGATION

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.

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:

  1. Resource Default Grid

  2. Employee Settings Grid

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.


  • No labels