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Resource Managers

Topics Discussed Below

Adding a Resource Manager Group

Modifying a Resource Manager Group

Deleting a Resource Manager Group

Resource Managers

A Resource Manager is responsible for monitoring resources available for a group of people. They are required to evaluate and approve funding for work orders submitted by their subscribers.

When a subscriber submits a work order through the Subscriber Portal, the work order stops within cairs.net and waits for the Resource Manager to approve funding. Once approved, the work order resumes within the workflow. Not all work orders require approval and your cairs.net administrator decides which work orders require approval.

In this section of the software, you are creating a Resource Manager Group. Each group contains the Subscribers that are also Resource Managers. You create each resource manager in your database as a subscriber, and then assign him or her to a resource manager group.

Once you create your resource manager groups, you assign them to a site. When a subscriber submits a work order for the site, Subscriber Portal notifies the Resource Manager that a work order requires their approval. 

Adding a Resource Manager Group


1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Resource Manager Group.

3.       There are two ways to add a Resource Manager Group:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Resources Manager Group.

·         Within the Actions pane, click the Add Resource Manager Group.

4.       The General - Resource Manager window opens. There are 3 information panes:

·         Group Information

·         Selected Subscribers

·         All Subscribers

5.       Within the top pane, Group Information, complete the following information (required fields are indicated with an asterisk (*)):

·         Resource Manager – type the manager’s name.

·         Job Title – type the manager’s job title.

6.       In the bottom group, All Subscribers, select the subscriber(s) to be assigned to this group. To search for a specific subscriber, type their name or part of their name in the search box and press ENTER, or select the magnifying glass. A list of possible matches populates within the pane.

7.       Click the desired subscriber(s) and click the Add Selected Manager in the Subscriber Association ribbon group.

8.       The Selected Subscribers pane populates with the selected subscriber(s).

9.       Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Resource Manager list.

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Modifying a Resource Manager Group

 

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Resource Manager Group.

3.       Before the list of Resource Manager Groups populates, you must either:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       The Resource Manager window opens.

5.       Make any desired modifications to the group. For more information on fields associated with this group, please see Adding a Resource Manager Group at the beginning of this section.

6.       Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Resource Manager Group list.

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Deleting a Resource Manager Group

You cannot delete a group until you remove the managed Subscribers from the group.

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Resource Manager Group.

3.       Before the list of Resource Manager Groups populates, you must either:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       The Resource Manager window opens.

5.       There are three ways to delete a Resource Manager Group:

·         Highlight the Resource Manager Group name within the list and within the toolbar directly above the Navigation pane, click the red X.

·         Highlight the Resource Manager Group name within the list and within the Actions pane click the Delete Resource Manager Group link.

·         Within the list, double-click the Resource Manager Group name. The Resource Manager Group window opens. Within the Actions ribbon group, click the Delete button.

6.       Once you click Delete, a message box displays verifying that you really want to delete the group, click Yes within the box to continue or No to cancel the operation.

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