Resource Groups

  • Updated

This article provides a step-by-step guide on how to create and manage resource groups in BigChange. Resource groups are a useful tool for categorising resources based on various factors such as department, location, etc. This feature enhances the organisation and management of resources within your business.

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Creating a New Resource Group

To create a new resource group in BigChange, follow these steps:

  • Navigate to the [Top menu] Profile icon.
  • Navigate to Admin settings.
  • From the side menu, select Resources.
  • Select Groups.

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  • Select Add.
  • In the pop-up window, enter a name for your group.
  • Press “OK”.

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Managing Existing Resource Groups

Once you have created your resource groups, they will be displayed in a list view. You can add to or edit these groups at any time. To manage your existing resource groups:

  1. Navigate to the list of resource groups.
  2. Select the group you wish to edit.
  3. Make the necessary changes.
  4. Press “OK” to save your changes.

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Assigning resources into groups

To assign a resource to a group:

  1. Navigate to the [Top menu] Profile icon.
  2. Navigate to Admin settings.
  3. From the side menu, select Resources.
  4. Select Add - Edit
  5. Select a resource
  6. Edit
  7. Select a group from the group drop down list.

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Managing resource group restrictions

Depending on your requirements, you may have some back-office users that only need access to specific resource/resource groups. Applying restrictions against resource groups is a useful tool that can make your schedule only include relevant information on the engineers you require. 

To set-up restrictions of resource groups, follow the below steps

  • Navigate to the [Top menu] Profile icon.
  • Navigate to Admin settings.
  • From the side menu, select Web Users
  • Select Restrictions.
  • Select the web user/user group you want to amend
  • Tick the resource groups that you want them to have access to. Any unticked resource group will remove the visibility for the web user. Please note that they will not be able to open any job or item that are related to the unticked resource groups

Conclusion

Creating and managing resource groups in BigChange is a straightforward process that can greatly enhance the organisation of your resources. By categorising your resources, you can streamline your operations and improve efficiency. Remember, you can add to or edit your resource groups at any time to suit the evolving needs of your business.