Adding New Resource Roles - Lookups

Adding New Resource Roles - Lookups

Users can add new resource roles as needed from the Lookups module. These roles describe an employee’s set of tasks and responsibilities; they serve as a general filter label that can be used to route work when assigning work orders through NEXGEN.

Navigating to the Lookups Module

To navigate to the Lookups module:
  1. From the NEXGEN dashboard, click "Settings."
  2. Click "Setup."
  3. Click "Lookups."

Viewing Resource Roles

To view the Resource Roles menu:
  1. Navigate to the Lookups module.
  2. In the list to the right, click the arrow next to "Resource Roles."
  3. The list will expand. Select from the options that appear.
  4. A list of existing resource roles will appear on the right.
    1. Click "+Add" to add a new resource role.
    2. Click the arrow next to a line item to edit or delete an existing resource role.

Adding a New Resource Role

To add a new Resource Role:
  1. Navigate to the Resource Role menu.
  2. Click "+Add."
  3. Fill out the fields.
    1. Add a name for your new role.
    2. Select a parent role, if applicable. (This is a drop-down field; its options will be pulled from the list of existing resource roles.)
    3. Check off "Active" if you would like this role visible and selectable on your site.
    4. Set the cost of the new resource role.
  4. Click the blue checkmark to save, or click the X button to cancel.

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