Managing your company's resources can be a complex process. However, with BigChange's software, you can manage both human and vehicular resources at both macro and micro levels efficiently. This article provides a comprehensive guide on how to create and manage resources using BigChange.
Understanding BigChange's Resources
In BigChange, resources are the people who use the system to complete jobs out in the field, usually using the BigChange app on a mobile device such as a tablet or smartphone. You can perform a variety of activities with resources, reducing administration and ensuring all information is stored in one place and is easily accessible.
To add/create a new resource, see the article Adding your Resources – BigChange
Resource Permissions and Administration Access
Administrators decide what resources can and cannot access. It's crucial that administration rights are strictly limited.
To access and edit Web User Roles, go to Account Settings > Settings > Web Users > Roles.
Any role changes you make here will only affect resources that you have linked to a web user with the relevant role.
For more information about linking a Resource to a Web User, see article Creating a Web User – BigChange.
Exporting Resource List
To export Resources list, go to Account Settings > Settings > Resources > Add - Edit > Export.
Select Resources from the Export popup; you will also see you can export Resource skills and Resource starting locations.
Columns to export are:
- ResourceID
- ResourceName
- ResourceReference
- ResourceCode
- LinkedWebuser
- ResourceMobile
- ResourceWorkingHours
- ResourceGroup
- ResourceExtraSkills
Conclusion
BigChange provides an efficient and user-friendly platform for managing your company's resources. By understanding how to create and manage resources, you can significantly reduce administration and ensure all information is stored in one place and is easily accessible.
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