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Resources

Resources are the people (and companies) that are used to carry out Tasks within Concept Evolution.

Resources can be entered into the database as either one of the following:

Named Personnel, i.e. Fred Smith
A Company, i.e. Swift Engineering
A named job function, i.e. Plumber, Electrician

Each Resource within a business must have a record defined in Concept Evolution if they are to be assigned to carry out Tasks.

The list of Resources are maintained here.

Facilities > Resources

The link will open the Resource grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Resource click New , to edit and existing Resource click Edit . A pop up window will appear which will allow the creation or amendment of a Resource.

Click to view -General Tab - Resources - Fields and Descriptions

Field Name	Description
Resource
ID Number	The id number of the Resource.
Name	The name of the Resource.
Supplier	From the drop down select the Supplier - for more information see Suppliers
Primary Discipline	From the drop down select the Discipline - for more information see Discipline.
Start Date	The date the Resource started.
Finish Date	The date the Resource finished working for your company - if this field is completed and the date is in the past, the Resource will be unavailable to be assigned to Tasks.
External Resource	Check the box if this Resource is external to your company e.g. a subcontractor.
Calender	From the drop down select the Calender - Calenders can be used instead of Rotas to create shift patterns.
FSI Go User	From the drop down select the FSI GO Account - only for use with the FSI GO Module.
Account	From the drop down select the User Account - for more information see User Accounts.
Standard Hourly Rates
Basic	Basic rate of pay.
O/T 1	Overtime rate 1.
O/T 2	Overtime rate 2.
O/T 3	Overtime rate 3.
Distance	Paid rate for distance.
Travel	Paid rate for travel.
Parking	Paid rate for parking.
Waiting	Paid rate for waiting.
Yearly Holiday Details
Allowance	A Resources yearly holiday allowance in days.
Start Date	The start date of the holiday allowance.

Click to view - Contacts Tab - Fields and Descriptions

Fields	Description
Phone Number	The phone number of the Resource.
Mobile Number	The mobile number of the Resource.
Pager Number	The pager number of the Resource.
Fax Number	The fax number of the Resource.
Email	The Email of the Resource.
Priority	A grading (from 1-3) to indicate the most likely number to contact the Resource.
External Resource Contact Details
Name	The Name of the External Resource Contact.
Phone	The phone number of the External Resource Contact.
Fax	The fax number of the External Resource Contact.
Address	The address of the External Resource Contact.
Postcode	The postcode of the External Resource Contact.
Country	From the drop down select the Country for the Resource - for more information see Countries. Available from 4.4.5

Click to view - General Tab - Notes - Fields and Descriptions

Fields	Description
Notes	Free text field for notes regarding the Resource.

Complete the fields and click Save . Once the Resource header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include

Skills
Buildings
Absence Details
Disciplines
Teams

Skills

Click to view more detail.

Skills can be used to filter the list of available Resources based on particular skills and qualifications that they may have.

Facilities > Resources - Skills

The link will open the Resource Skill grid. It is a grid view that can be customised and sorted as normal.

To add a new Skill click New , to edit and existing Skill click Edit . A pop up window will appear which will allow the creation or amendment of a Skill.

Click to view - Skills - Fields and Descriptions

Fields	Description
Skill Description	From the drop down select the Skill.
Qualification Obtained	Enter the qualification obtained e.g. Passed, Merit, 98%.
Date Obtained	The date the Skill was obtained.
Renewal Date	The date the Skill should be renewed if required.
Comments	Free text comments relating to the Skill.

Click Save and Close .

To create Skills see Skills

Buildings

Absence Details

Click to view more detail.

Absence Reasons are used to define why a Resource is unavailable for assignment to a Task. These may include: Sickness, Holiday, Training or Medical Appointments. The list can be customised as required.

Facilities > Resources - Absence Details

The link will open the Resource Absence grid. It is a grid view that can be customised and sorted as normal.

To add a new Absence click New , to edit and existing Absence click Edit . A pop up window will appear which will allow the creation or amendment of an Absence Detail.

Click to view - Absences - Fields and Descriptions

Fields	Description
Reason	From the drop down select the Absence Reason.
One Day	Check the box if the Absence is for one day only -this will change the screen to just show from date of absence, instead of from and to dates.
From Date	The date the absence started from.
Start Time	The time the absence stated at.
To Date	The date the absence finishes.
To Time	The time the absence finishes.
Notes	Free text notes field relating to the absence.

Click Save and Close .

To create Absences see Absence Reasons

Disciplines

Teams

PPM

Scheduled Task Template

Additional Icons

Additional Icons	Name	Description
	Send Go Notification	Available from 4.5.3 Allows a Go Notification to be sent to the User. For more information see GO Resource Functionality
	Last Known Location	Available from 4.5.3 Click for a pop up map showing the Users last know location. For more information see GO Resource Functionality

Name

Description

Send Go Notification

Available from 4.5.3

Allows a Go Notification to be sent to the User. For more information see GO Resource Functionality

Last Known Location