A detailed look at the fields and dependencies in the Resource Info records, how to create a new Resource Info record & editing existing Resource Info.
Resource Info is only available in the Standard
and Enterprise
versions of Solarvista. If you are using Lite
, please skip to Problems or return to Setting Up Data.
The “Resource Info” record holds cost (per hour) and category information about a specific User or collection of Users. It is only used as part of the costing and billing features of Solarvista. If this is not required, then this file does not need to be setup.
Where Resource Info Records are Used
The following files refer to Resource Info records so if you plan to use any of these, setting up the records in this file will be important or even critical:
None.
Pre-requisite Files for Resource Info Records
When setting up Resource Info records, it is recommended to review the other data files that may need to be referred to by each record. These are the files that you may need to setup in advance:
- Users
- Teams
- Categories (Resource)
- Currencies
Field Descriptions for Resource Info Records
The ID section holds the unique ID for the record:
Reference - holds the unique ID for the record (most records in Solarvista have one of these). It cannot contain any spaces or non-standard characters. Once the record is saved, it is not possible to edit it afterwards. In most default situations, the Reference is automatically set using a counter sequence, however, you can setup your own if you prefer.
The Details section holds the name and description:
Name – the formal name of the Resource e.g. "Senior", "Mechanics", "Inspectors".
Description – a description of the Resource to assist users with selection.
The Resources section holds the Users or Teams that this resource information relates to:
Users – the list of the Users where this resource information is applicable.
Teams – a list of the Teams where this resource information is applicable.
The Information section holds various information notably the Resource Category and (notional) Costs used for generating cost of labour:
Resource Category – a single Resource Category i.e. “Senior”, “Junior”, “Mechanic” etc.
On-shift Cost/Hour – a cost per hour for labour spent working during an on-shift period.
Off-shift Cost/Hour – a cost per hour for labour spent working during an off-shift period.
Currency – the currency of the cost values in fields above.
The Validity section holds optional dates for validity of the record:
Valid From – the date from which the information should be valid. If not populated, the validity is assumed, subject to the Valid Until field.
Valid Until – the date until which the information should be valid. If not populated, the validity is assumed, subject to the Valid From field.
The Other section holds miscellaneous additional information:
Memo – a free text field that can be used for any purpose.
Code – used to hold an optional alternative ID code. This may be applicable in situations where information is being transferred to other systems via Connectors and the code here is used to identify the record to the other system.
Status – defines the status of the record as follows:
- Disabled – is not active. The record will not appear for selection in other parts of the system.
- Enabled – is active. The record will appear for selection in other parts of the system.
Creating a New Qualification Record
To create a new Qualification record:
- Click on the “Plus” button. A menu will appear.
- Within the “Data Sources” section, find “Resource Info”.
- Click on “Resource Info”.
- A new “empty” Resource Info record will appear.
- Populate all fields as you require.
- Click on the “Create” button.
- You may need to refresh the page to see the new record in a view.
Editing a Resource Info Record
To edit a Resource Info record:
- From the main menu, select Resource Info.
The default view for Resource Info will open. - Click on the Quick Filter button.
- Enter criteria for the Resource Info record you are looking for and click Apply button.
- The view will update. Find the record you are wanting to edit.
- Click anywhere on the row that shows the record. The record will open.
- You can edit any field that allows editing (some could be set to read only).
- Click on “Save” button to save changes.
Deleting a Resource Info Record
To delete a Resource Info record.
- From the main menu, select Resource Info. The default view for Resource Info will open.
- Click on the Quick Filter button.
- Enter criteria for the Resource Info record you are looking for and click Apply button.
- The view will update. Find the record you are wanting to delete.
- On the left side of the view is a column containing checkboxes.
- Check the box of the record you want to delete.
- Click the “Delete” button on the top right.
A slide in dialog will appear prompting you to confirm the delete, by typing in the word “DELETE” again. - To confirm, click the “Delete” button and the record (or records will be deleted).
Note: You can delete Resource Info records referred to only by other Data Sources however this will leave those records without an associated to a valid Resource Info record. If this happens by accident, you can manually recreate the record ensuring the Reference is identical. You can also change the status of the record to prevent it appearing on screen in future whilst maintaining historical integrity.
Customising or Adding New Fields
Solarvista™ is built upon a uniquely flexible platform that allows you to edit fields (or remove them in some cases) as well as add your own fields. These new fields (or edited characteristics of existing fields) automatically become available within the web portal and the mobile apps. For more information, refer to the Customising section.
Importing Resource Info Data in Bulk using Import Tool
If you have a lot of Resource Info information to enter, you may prefer to upload this using the Import Tool that’s built into Solarvista. The Import Tool enables Resource Info records to be created from “CSV” text files. CSV files can be created from a wide range of popular applications including Microsoft Excel. For more information on importing data into Solarvista, please refer to the article here.