Hello, how can we help you?

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

Creating a resource

 

Introduction

Resources are essential elements for an effective activity execution. Proper management of these resources ensures that all tasks are completed efficiently and within the established deadlines.

See some resource examples:

  • Employees: technicians responsible for executing activities.
  • Assets: equipment and tools needed for carrying out the tasks.
  • Services: outsourced or internal services that support the execution of tasks.

By integrating employees, equipment, services, and materials, the system ensures that all necessary resources are available and used in an optimized manner, promoting the quality and productivity of operations.

  • Every user registered in SoftExpert Administration is automatically made available as a resource of the "Labor" type.
  • The assets created in SoftExpert Asset are made available as resources of the "Asset" type, as long as the "Use the asset as a resource" option is checked in the general parameters.
  • Each user or asset can be associated with only one resource.
 

Access the articles listed below for more details on how to create each resource type:


Was this article helpful?