Resources are created or edited in the Sites menu - same place as Areas.
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This is a short summary. For more information, see the work instruction Maintain Line Groups and Resources.
Click on a site or choose Select to work on the specific site if your organization has more than one.
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Line Groups are created or edited on a specific Site’s page. Select “Sites” under “Setup” in the left-side menu, and then select the Site of the Resource.
To create a new Resource within a site, click on the “Create Resource“ button:
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. The button is at the top of the screen if the site has no Resources, and under the “Resources in [Site Name]” header otherwise.
To work on the existing Resource, click on the “Actions > Details” button“Details” button under the “Actions” column of the Line Group’s entry, and then “Edit” at the top of the page:
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Enter information about the Resource.
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To delete an existing Resource, click on the “Actions > Trash“ button:
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Enter information about the Resource.
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button under the “Actions” column of the Line Group’s entry.