Hello, how can we help you?

Recent Searches: SoftExpert Supplier views - Configuring evaluations through checklists - Configuring evaluations through methods - Approving a revalidation

Configuring a resource type

 

Prerequisites

  • Access to the SoftExpert Administration > Configuration > Resource type (AD055) menu.
  • Access to the SoftExpert Time control > Configuration > Resource type (TC030) menu.
  • Access to the SoftExpert Process > Configuration > Resource type (PM035) menu.

 

Introduction

To simplify the organization of existing added in the system, resource types are used, which allow for creating a hierarchy among these records.

See how to create and configure a resource type:

 

Configuring a resource type

1. Access the menu of the component in which you wish to create the type – for example, SoftExpert Administration > Configuration > Resource type (AD055) menu.

2. Click on the button.

3. Enter an ID # and a name for the type.

4. If necessary, enter an upper level resource type to create a hierarchy among the records.

5. Click on the button.

In the Attribute tab, associate the attributes that will be used to complement the resource's data.

See more details on how to associate attributes by clicking here.

 

 

Conclusion

With a type duly configured, it is possible to add resources in the system.


Was this article helpful?