Resource Category

Resource categories allow specific resource capabilities to be attached to individual resource records; codes and descriptions are used to categorise resources.

Some organisations may choose to categorise their drivers based on the licence class or type of licence they hold. Perhaps they can only drive a standard vehicle size, or have a licence that can only drive a certain vehicle size with a set number of seats. Whereas other organisations may choose to categorise their drivers by the language they speak, similar to the guide categories. How organisations choose to categorise their drivers, guides and vehicles will be determined on the buisness requirements of the operating organisation.

Examples of Driver Categories, Guide Categories, and Vehicle Categories could include resources such as:

Driver categories and the vehicles they can drive (or perhaps the language they speak).
Guides that speak specific languages.
Vehicle categories could include the size vehicle or type of vehicle.

Driver Categories		Guide Categories		Vehicle Categories
CO	Coach	FR	French Speaking	C1	Coach - 15 Seater
DG	Driver/Guide	GE	German Speaking	C2	Coach - 24 Seater
LI	Limousine	GR	Greek Speaking	C3	Coach - 29 Seater
MB	Mini Bus	IT	Italian Speaking	C4	Coach - 35 Seater
MV	Mini Van	SP	Spanish Speaking	C5	Coach - 48 Seater
ON	Overnight	TG	Travelling Guide	LM	Limousine
ST	Standard Car			MB	Mini Bus - 12 Seater
				MV	Mini Van
				SC	Standard Car

NOTE: The table above includes examples of codes and descriptions for different categories. The column to the left of each category shows the two character resource category codes, and the column to the right of each category are resource category description examples. Each category can be coded and named using categories and terminology specific to your organisational needs.

Create Resource Categories

From the Home menu, select Home > System > Code Setup.
1. Click the Home menu to expand it:
2. Click the System menu option to expand it:
3. Click Code Setup to go to the Code Setup menu:
From the Code Setup menu, select Resourcing > Resource Category.
1. Click the Code Setup menu to expand it:
2. Click Resourcing to expand the Resourcing menu:
3. Click Resource Category to open the Resource Category screen:
On the Resource Category screen, if the Resource Category required is not already in the list, click Insert.
On the blank Resource Category screen, select a Resource Type, enter a Code and Description.
Review the completed screen.
Click Save to keep the changes.
Click Exit to discard any changes.

NOTE: Category records cannot be deleted if they have been attached to a resource, or used in an assignment.

About Resource Category Fields

Resource Type (Drop-down)

This field will default to Driver with selection of Guide, or Vehicle also available. The selection should be made as per the resource category requirement.

Code

This field is used to identify the Resource Category. The code can be up to 3 characters.

Description

Is a descriptive field to describe the Resource Category code. Example descriptions are available at the top of this page. This field will allow up to 30 characters.