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Adding Resources to a Booking
Adding Resources to a Booking

Learn how to search, filter and add People, Vehicles & Equipment to your bookings

Traffio avatar
Written by Traffio
Updated over 3 weeks ago

Before adding any resources to your booking, ensure that the booking itself has already been created. If you're unsure how to create a booking, refer to the create a booking guide for detailed instructions to help you get started.


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

  1. Select the Booking

  2. Click Details

  3. Select the Resources tab

  4. Add the Resources you require (People, Vehicles, Equipment etc.)

    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.


Filtering Resources

A filter for resource type is available at the top of the resource section, allowing you to select the specific resource type you need.

Show and Hide Filters

The booking board will display only the appropriate and available resources that meet the job requirements. For instance, if a specific qualification is needed for a job, only resources with that qualification will be shown.

You can use the Show/Hide filter to override this.

Day and Night Filters

You can switch between day and night to search for resources available during either 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

Easily select a specialization to display only resources that have the relevant qualification.

Distance Filter and Hour Filter

Adjust the filtering criteria to sort resources based on their distance from the site and the number of hours they have worked in the current week.

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