Skip to content

Schedule settings: Resource

Resources can be persons, technicians, doors, departments or job types that you can assign to appointments. They are used to configure the Calendar Views. To configure resources, in the GEM-CAR 2021 Main menu, go to Schedule > Settings and select Resources.

Refresh

Before making any change, select Refresh to avoid concurrency conflicts.

Add resources

To add categories, follow the instructions below.

  1. Select the + (plus) button.
  2. Configure the options and select Apply to save.

Edit resources

To edit resources, follow the instructions below.

  1. Select Edit on the top-right corner of the badges.
  2. Configure the options and select Apply to save.

Delete resources

To delete resources, follow the instructions below.

  1. Select Edit on the top-right corner of the badges.
  2. Select the Trash can button.

GEM-CAR won't let you delete resources currently used in the Calendar. Once they aren't used anymore, you can delete them.

Configure resources

Follow the guidelines below to configure resources.

  • Name: Enter a name for the resource. It will be displayed in the Calendar.
  • Description: Enter a description for the resource.
  • Resource type: To associate the resource with a resource type, select the resource type using this drop-down menu. Otherwise, leave it empty.
  • Active: Turn this toggle on to enable this resource in the Calendar. Turn it off to disable the resource without deleting it.