Creating resource items

In order to be available for Resource Scheduling module, items must check the Resource Schedule Event Type item check box on the General tab of the item edit dialog.

In order to schedule staff for a specific Resource Scheduling Event item:

1. Select the Action tab on the item edit dialog

2. Choose the Item Type > Resource Schedule Staff from the dropdown.

Selecting this item, allows the user the ability to click the Action Specifics button to set up the Resource Schedule preferences for this item. These preferences are similar to the preferences for Private Booking item types.

When Resource Schedule Staff is selected, the default value, Resource Schedule Event Type is set as well, whether or not this has been set manually on the General tab previously. You receive the following message:

For Resource Scheduling Event items for which staff are assigned, you must at a minimum assign a Description and Tour Type. In this case we have used the event description and the Tour Type of Docent Tour as previously established.

Note: You may have a variety of Tour Types. This is based solely on the level of detail that your organization may need.

The following information is not required, however it allows you to view docents with specific qualifications based on the specifics that are preset on the resource item. To set these specific qualification presets:

Note: Certain hardcoded, preset attributes are Ski industry based. Simply ignore these.

2. Select the various attributes you established on the Private Booking Preferences edit dialog. In this example:

3. Select whether a specific qualification is preferred or required.

• Pref- Preferred qualification, all available docents are displayed

• Req. – Required qualification, only those docents who meet this qualification and scheduled for that time are displayed

• Lock Value – This check box completely locks out this qualification – no changes can be made at the salespoint

• Lock Pre. – This check box allows you to maintain that a docent must have a required skill, however the required skill can be edited at the salespoint.

For more detailed information on Auto-set preferences, please see the Private Instruction documentation.

Note: Remember the items you just created exist as resources under the calendar for Event types. See Event types in the Resource Scheduling document for more detailed information.