Home > EMResource > Resource Types > Create or Edit a Sub-Resource Type

Create or Edit a Sub-Resource Type

Depending on your role, you may be able to create and edit sub-resource types. Sub-Resource Types are groups of sub-resources that share a common characteristic and report some kind of status.

subresourcetypecreate.png

To create or edit a sub-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 sub-resource type,

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

    Edit a sub-resource type,

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

  3. Enter or edit this information.

    Field

    Description

    Name

    Label or title of this sub-resource type.

    Standard Resource Type

    Identifies the icon and category associated with this sub-resource type. 

    Description

    Information that describes the sub-resource type.

    Status

    When selected, indicates the sub-resource is Active and available for use.

    Address

    Indicates the relevance of an address for this sub-resource type. Options include:

     

    • Required
    • Optional
    • Not Allowed

     

    Contact

    Indicates the relevance of contact information for this sub-resource type. Options include:

     

    • Required
    • Optional
    • Not Allowed

     

    Resource Types

    Identifies the resource types associated with this sub-resource type. Sub-resources that belong to this sub-resource type can only be created for resources belonging to one of the selected resource types.

    Default Status Types

    Status and associated color that appear by default for this sub-resource type on custom and map views.

    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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