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How to find a resource and view details

To find a Resource record, navigate to the system-level Resource screen by utilizing the Global Search.To view all active resources, leave the Search Criteria field blank and do not tick the Include I

Updated over 2 weeks ago

To find a Resource record, navigate to the system-level Resource screen by utilizing the Global Search.

To view all active resources, leave the Search Criteria field blank and do not tick the Include Inactive Resources check box, and then click on

.

To narrow down the search, enter text in the Search Criteria field and click on

.

Resource Screen

Results matching the search criteria will display in the Search Results section of the Resources page.

The Resources grid is sorted by resource name.

The User ID column link will open the user record associated with the Resource. Click on

APro_pencil_icon.png

to view/edit the resource record.

Searching for Resources
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