Events Resources Tab - WebTMA 7

Path Transactions > Events > Records / Resources Tab

If you plan to use any Equipment, Vehicles, Assets, and Areas for your Event, use the Resources Tab to identify the items. If you use the Facility Scheduler module, you can reserve them as well. The line items on this window list any resources you need. Depending on your requirements, you can categorize by location or item Type Only or by Specific Item.

The Resource Entry flyout accommodates recurring use. For example, if you have a three-day conference and need the resources all three days, mark the Recurrence check box and indicate the days the resource is needed.

If you use the Projects and Facility Scheduler modules, click the appropriate convert button on the Identity Tab to create a Reservation or a Project after the Event is authorized.

How to Add Event Resources

Path Transactions > Events > Records / Resources Tab

From the Event / Resources Tab in Add or Edit mode:

  1. Click the Add Resource link at the top of the grid to open the Resource Entry flyout.

  2. Choose Type Only or Specific Item radio button.

  3. Complete the required Start Date and End Date fields. These must fall within the Event date/times.

  4. Make selections for the items needed.

  5. Write Comments as needed.

  6. (Optional) Click the Recurrence check box to select how often and when the same resource is re-used for this Event.

  7. Click the Save button on the Resource Entry flyout.*

  8. Click Save on the WebTMA toolbar.

* You can add more items using the Save & Add button.

 

Want to Know More?

Visit the WebTMA Help Page

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