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Create a Sub-Resource

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If you have the appropriate rights, you can add sub-resources to resources.

subresourcelist.png

Before you begin, make sure you have the appropriate sub-resource types and status types set up.

To create a sub-resource
  1. Point to Setup and in the menu, click Resources. The Resource List opens.

  2. Locate the resource and click Sub-Resources. The Sub-Resource List page opens.

  3. Click the appropriate Add (sub-resource type) button. The Create Sub-Resource page opens.

  4. Enter this information.

Field

Description

Name

Name of the sub-resource (required).

Sub-Resource Type

Grouping of resources, such as by type (required); read only.

Address Information

Enter the sub-resource's street address, city, State, ZIP code, and county.

Latitude / Longitude

After entering the sub-resource's address, click Lookup Address to obtain the latitude and longitude for the sub-resource; the system automatically populates the information in these fields.

Click View Map to open a map showing the location of the sub-resource; drag and drop the icon to refine the location and latitude and longitude.

Tip: If you are unsure of the address, enter the sub-resource's city and State and click View Map. Click and drag the red icon to any location in the map; the system automatically provides the correct latitude and longitude. It may be helpful to switch to the satellite view to display the buildings in the area.

Contact Information

Enter the sub-resource's contact information, such as first and last name, title, phone, and email address.

Notes

Enter notes or comments about this resource, as appropriate.

Primary

Select the check box to designate this as the primary sub-resource of this type.

  1. Click Save. The Sub-Resource List for (resource) page re-opens.
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