Getting Started
Before you add a resource to your booking, you need to make sure you have a booking created. If you need help creating a booking, you can follow the create a booking guide.
Adding Resources to your booking
Depending on your booking requirements, you will need to add resources to your bookings. A resource can be a person, vehicle or piece of equipment. You need to choose your resource from the list of available resources to add them to a booking.
How to add a resource to a booking
Select the booking
Click Details
Select Resources on the top tab bar
Add the resources you require
If you have a vehicle, make sure you choose a driver
Warnings will appear if you apply people, vehicles or equipment that are unsuitable for the booking.
Selecting resource type
There is a filter for resource type on the top of the resource section that you can change depending on the resource type you are after.
They are People, Vehicles, Equipment, Project Site Tickets and Vehicle Inductions
Filtering through resources
There are different filters you can apply to help refine your resource search.
Show and Hide filters
The booking board will only show you appropriate and available resources based on the requirements of the job. So if a specific qualification is required for a job, only resources with that qualification will show.
You can use the Show/Hide filter to override this.
Day and night filters
You can change from day and night to search for resources available on the day or night shifts.
Tags
Filter by tags you have created in the system.
Depot
Filter based on what depot the resource belongs to.
Specialisation Filter
Quickly select a specialisation to only show resources with that qualification.
Distance filter and hour filter
Change the filtering requirements based on the distance of a resource and the number of hours a resource has worked in a working week.