Creating Resources

Getting Started

Accessing Resource Management

• Navigate to the Resources section from the main menu
• You'll see a list of all resources in your organization
• Use the Resource Settings tab to manage resource types and readings

Creating a New Resource

Step 1: Open the Create Resource Form

• Click the "Create Resource" button in the top-right corner
• A drawer form will appear with all required fields

Step 2: Fill in Basic Information

• Title: Enter a descriptive name for the resource
• Resource Type: Select from available resource types
• Site: Choose the site where the resource is located (optional)
• Image: Upload an image of the resource (optional)

Step 3: Configure Custom Fields

• Based on the selected resource type, custom fields will appear
• Fill in the required information for each field
• Fields can include text, numbers, dates, multiple choice, and more

Step 4: Save the Resource

• Click "Save" to create the resource
• A QR code will be automatically generated for the resource

Resource Management

Resource List View

Data Table:

• Paginated resource list with search and filtering
• Columns: Title, Resource Type, Site, QR Code, Actions
• Filters: Search by title, filter by resource type or site
• Actions: Edit, View Details, Delete, View QR Code

Resource Details

Basic Information:

• Title, type, site, image
• Custom Fields: All configured fields and their values
• QR Code: Generated QR code for easy identification
• Attachments: Upload and manage related files
• Related Data: Connected inspections, tasks, and readings

Best Practices for Resource Creation

Naming Conventions

• Use clear, descriptive names that are easy to identify
• Include relevant identifiers like model numbers or serial numbers
• Be consistent with naming patterns across similar resources

Resource Type Selection

• Choose the most appropriate resource type for your resource
• Ensure the resource type has all the custom fields you need
• Consider creating a new resource type if existing ones don't fit

Site Assignment

• Always assign resources to the correct site when possible
• This helps with organization and location tracking
• Site assignment enables site-based filtering and reporting

Image Documentation

• Upload clear, high-quality images of your resources
• Images help with visual identification and documentation
• Consider including multiple angles for complex equipment

Custom Fields Configuration

Understanding Custom Fields

• Custom fields are defined at the resource type level
• They allow you to capture specific information for each resource
• Fields can be required or optional based on your needs

Field Types Available

• Text: Single line or multi-line text input
• Number: Numeric values with optional decimal places
• Date: Date picker for tracking important dates
• Multiple Choice: Dropdown or radio button selections
• Checkbox: Boolean true/false values

Field Validation

• Required fields must be completed before saving
• Number fields can have minimum and maximum value limits
• Text fields can have character limits
• Date fields can have date range restrictions

QR Code Generation

Automatic QR Code Creation

• Every resource automatically gets a unique QR code
• QR codes are generated immediately upon resource creation
• Codes are unique across your entire organization

QR Code Usage

• Print QR codes and attach them to physical resources
• Use mobile devices to scan and quickly access resource information
• QR codes link directly to the resource details page

QR Code Management

• View and download QR codes from the resource details page
• QR codes can be regenerated if needed
• Codes remain consistent even if resource information is updated

Troubleshooting

Common Issues

Resource Not Saving:

• Check that all required fields are completed
• Verify that the resource title is unique
• Ensure you have the necessary permissions

Custom Fields Not Appearing:

• Verify that the selected resource type has custom fields configured
• Check that the resource type is active
• Contact your administrator if fields are missing

Image Upload Issues:

• Check file size limits (usually 10MB maximum)
• Ensure the file format is supported (JPG, PNG, GIF)
• Try uploading a smaller image if the file is too large

Next Steps

After creating your resources, you can:

• Configure Resource Types to add more custom fields
• Set up Resource Readings to track measurements and data
• Integrate with Inspections to include resources in your inspection processes
• Generate Reports to analyze resource performance and usage