Resource Types

Creating Resource Types

Step 1: Access Resource Types

• Go to Resources → Resource Settings → Types tab
• Click "Create Resource Type" button

Step 2: Configure Resource Type

• Name: Enter the resource type name
• Fields: Add custom fields that will be available for this type
• Field Types: Text, Number, Date, Multiple Choice, etc.

Step 3: Field Configuration

• Title: Field display name
• Type: Data type (text, number, date, etc.)
• Options: For multiple choice fields, define available options
• Predefined: Mark if field has predefined values
• Multiple Selection: Allow multiple values for choice fields

Managing Resource Types

Resource Type List

Data Table:

• All resource types with their field counts
• Actions: Edit, Configure, Delete
• Configuration: Set up custom fields for each type

Field Management

Master Fields:

• Reusable field definitions that can be used across multiple resource types
• Consistency: Ensures uniform field definitions across your organization
• Maintenance: Update master fields to automatically update all related resource types

Type-Specific Fields:

• Fields assigned to specific resource types
• Customization: Tailor fields to the specific needs of each resource type
• Flexibility: Add unique fields that are only relevant to certain resource types

Field Ordering:

• Arrange fields in desired order for better user experience
• Logical grouping: Group related fields together
• Required fields first: Place required fields at the top for better visibility

Field Types

Text Fields

Text:

• Short text input for names, titles, or brief descriptions

Numeric Fields

Number Input:

• Numeric values for measurements, quantities, or calculations

Currency:

• Monetary values with currency formatting

Date and Time Fields

Date Picker:

• Date selection for important dates like installation, maintenance, or expiry

Time Input:

• Time selection for scheduling and timing information

Choice Fields

Single Choice:

• Dropdown or radio buttons for selecting one option from a list
• Predefined options: Define the available choices
• Default selection: Set a default option

Multiple Choice:

• Checkboxes for selecting multiple options
• Selection limits: Set minimum and maximum selections
• Dynamic options: Options can be updated based on other fields

Best Practices for Resource Type Design

Field Planning

Plan Required Fields:

• Identify essential information that must be captured for each resource type
• Consider business requirements: What information is needed for operations, compliance, and reporting
• Future-proofing: Plan for potential future requirements

Field Reusability:

• Use master fields for consistency across resource types
• Standardize common fields: Create reusable field definitions for common attributes
• Maintain consistency: Use the same field definitions for similar attributes across different resource types

Managing Resource Types

Editing Resource Types

Modify Existing Types:

• Update field configurations to meet changing requirements
• Add new fields: Extend resource types with additional information
• Remove obsolete fields: Clean up unused or outdated fields

Impact Assessment:

• Check existing resources: Understand how changes will affect existing resources
• Data migration: Plan for handling existing data when making changes
• User communication: Inform users about changes that may affect their workflow

Deleting Resource Types

Safety Considerations:

• Check for existing resources: Ensure no resources are using the type before deletion
• Data backup: Backup any important data before deletion
• User notification: Inform users about the deletion and its impact

Troubleshooting

Common Issues

Resource Type Not Saving:

• Check that the resource type name is provided and unique
• Verify that at least one field is configured
• Ensure you have the necessary permissions to create resource types

Fields Not Appearing:

• Verify that fields are properly configured and saved
• Check that the resource type is active
• Ensure field dependencies are correctly set up

Validation Errors:

• Review validation rules for conflicts or overly restrictive settings
• Check field dependencies and conditional logic
• Test validation rules with sample data

Next Steps

After configuring your resource types, you can:

• Create Resources using your configured resource types
• Set up Resource Readings to track measurements and data
• Configure QR Code Management for easy resource identification
• Integrate with other modules to connect resources with inspections and tasks