View and manage resources
Open Production › Setup and the Resources step to see every resource. From a row you can view, edit or delete one.
Video coming soon: Tour of the Resources listThe list
Each row is one resource, most recently updated first. By default you see Code, Resource, Kind, Skills, Capacity and Active. Use the column chooser in the table header to add Updated At, Notes, Created By, Updated By and Created At. You can sort by Code, Resource, Kind, Created At and Updated At.
Search and filter
Use the search box at the top of the page to find a resource by name. Click the filter icon in the Actions column header to filter by Kind (Machine, Work Centre / Facility, Operator / Labour or Tool) and Status (Active only or Inactive only). Chips above the list show what is filtered. Click one to clear it.
Import and export
You can import resources from Utilities › Bulk Import. See Add a resource. There is no export.
Actions
Each row has three icons. Edit and delete only show if your role has edit access to resources. Clicking a row opens it for editing when you have edit access.
View
The eye icon opens the resource as a printable page in a side view, next to a narrower list. The side view has an Edit button, and you can maximise or close it.
Print
Click the printer icon (Print Preview) in the side view, then print the page or download it as a PDF. There is no email option.
Edit
The pencil icon opens the form from Add a resource.
Delete
The bin icon asks you to confirm, then deletes the resource. This cannot be undone from the screen.
On mobile
The mobile app has no Resources screens.
Same on iPhone and Android. The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
I cannot find a resource
Clear the filter chips above the list, and search by name.
I cannot see the edit or delete icons
They need edit access to resources. Ask your administrator.