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