Resources can be grouped by types. Using resource types is useful for assigning tasks, targeted messages (see https://ooona.atlassian.net/l/cp/U2BeRzoB ) and filtering.

Adding a Resource type

To add a resource type:

1. Navigate to Administrator > Tables > Resource types (fig 1)

2. Click “Add resource type” (fig 2)

3. The first row of the table will become editable:

   1. Type in the “Description” ((fig 3)

   2. Set an “Acronym” (fig4)

   3. Select a color that will be used to identify the resource type (fig 5)
      When selecting your own colors, check to see the text is readable for you, with some colors the text is difficult to read.

   4. Set the “Can export invoices” checkbox to “yes” to enable exporting invoices (fig 6)

   5. Set the “Active” checkbox to “Yes” to enable the resource type (fig 7)

4. Click the green V to save the new resource type (fig 8)

Open

Editing an existing Resource type

To edit a resource type:

1. Navigate to Administrator > Tables > Resource types (fig 1)

2. Click the “Pencil” icon of the required resource type. (fig 2)

3. The row will become editable, you can change any of the required fields ((fig 3)

4. Click the green V to save the new resource type (fig 4)

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Deleting a Resource type

To Delete a resource type:

1. Navigate to Administrator > Tables > Resource types (fig 1)

2. Click the Red X icon of the required resource type. (fig 2)

3. Click “Yes” in the notification to approve deletion.

Setting a resources Resource type

To set a resource type:

1. Navigate to Manager > Rolodex tables > Resources (fig 1)

2. Click the magnifying glass of the required resource (fig 2)

3. Scroll down to the Resource setup section and select the required Resource type from the list (fig 3)

4. Click “Save” (fig 4)