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Create or Edit a Resource Type

Depending on your role, you may be able to create and edit resource types. Resource Types are groups of resources that share a common characteristic and report some kind of status. Resource types are used to categorize resources on views and in reports.

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To create or edit a resource type
  1. Point to Setup and in the list, click Resource Types. The Resource Type List page opens.

  2. Take one of these actions.

    If you want to...

    Then...

    Create a resource type,

    Click Create New Resource Type. The Create New Resource Type page opens.

    Edit a resource type,

    Locate the resource type and on that row, click Edit. The Edit Resource Type page opens.

  3. Enter or edit this information.

    Field

    Description

    Name

    Label or title of this resource type.

    Description

    Information that describes the resource type and appears in the Resource Type Definition window.

    Active

    When selected, indicates the resource type is available for use.

    Select the displayable info fields for this resource type

    When selected, indicates the specified information will appear in the top section of each resource's details page.

    Default Status Types

    Default status type for this resource.

    Sub-Resource Types

    When selected, indicates which, if any, sub-resource types are associated with the resource type.

    Status Types

    Searchable list of status types that, when selected, indicate the type of status the resources with this resource type inherit and report.

  1. Click Save.

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