Creating / Updating / Deleting Resources

Incorporate external agencies, teams, facilities, and organizations into your activities, and then monitor their attendance. Analyze and generate reports on the frequency of different activity types for each Resource using Tags and attendance data. Easily categorize Resources into types such as Air Support or Military. Resources configured at the organization account level will automatically apply to any linked team accounts.

Quickly Navigate to a Specific Section in this Article:

1. Creating a New Resource
2. Updating an Existing Resource
3. Deleting a Resource (we only recommend performing this action for items added in error)

Creating a New Resource

1. Go to Intelligence > Resources
   1. For organization accounts, go to Organization Settings and select Resources under the Modules section
2. Click Add Type to group similar types of resources together (this is referred to as Bundle in org accounts)
3. Key in the Type/Bundle title
4. Click Save Changes
5. Select Add Resource on the right-hand side of the screen
6. Fill in the details
7. Assign the Type/Bundle
8. Click Save Changes
9. Next add an individual contact person for this resource under the address book

Updating an Existing Resource

1. Go to Intelligence > Resources
   1. For organization accounts, go to Organization Settings and select Resources under the Modules section
2. Click into the resource you wish to update information
3. Select Update Details
4. Update the information
5. Click Save Changes

Deleting a Resource

1. Go to Intelligence > Resources
   1. For organization accounts, go to Organization Settings and select Resources under the Modules section
2. Click into the resource you wish to delete then select Update Details
3. Click on the red Delete on the bottom right hand corner
4. Type in the prompted word in the space to confirm
5. Click I understand the consequences, delete and that resource will no longer appear