You will need the Full Write Resources permission to perform this action.
Version 7.0
From the left navigation menu, go to Events > Facilities (formerly called Resources). Then select the "Resources" tab (formerly named the "Items" tab). From here, click on the "+ Add Resource" button.
A pop up will appear with the following fields:
General tab:
Name - the name of the item (e.g. Tables, Chairs, Beverage Service)
Location - the location this item is located at. This is a required field.
Category - helps to better organize an item.
Grouping - an optional category to put this item in (e.g. Furniture, Service)
Quantity - the total inventory on hand.
Description - a description for this item that others can read.
Active - determines if the resource is active or inactive.
Approval Strategy tab:
Strategy - whether this resource requires approval to reserve. Please read this article for more information.
Auto Approve - all requests are automatically approved.
Specific People + Campus Approvers - the people can approve requests for this resource. Super users can approve as well.
Specific Groups - only members of the groups can approve requests for this resource. No exceptions.
You can check the "Keep open to add another" if adding multiple items at once.
Once finished. hit to "Save" button to complete adding the item.
Adding custom fields and questions
Custom fields can be added to make resource details more clear.
To do so, from the resource details modal when first creating the resource, select the "General" tab and click on the "+ add custom field" button in the Custom Fields section. This can also be accessed by going to the resource > Actions button > Edit resource.
In addition, questions can be added for people to answer before submitting their resource request. Choose the "Questions" tab in the resource page and pick "+ Add Field" button.
A sidebar will appear to add any of the fields you normally could add to a custom form (except the donation and ticket/item field). For more information on each field type, please read this article.
If a question must be answered, make sure to change the "Is Required?" field to "Yes."
Once finished, click on the "Done" button to add the custom question to the resource. If more than one question is defined, click and drag to reorder fields.
Version 6.0
From the left navigation > Go to Events > Resources > Then select the "Items" tab. From here, click on the "Add New" button.
A pop up will appear with the following fields:
Location - the location this item is located at. This is a required field.
Name - the name of the item (e.g. Tables, Chairs, Beverage Service)
Grouping - an optional category to put this item in (e.g. Furniture, Service)
Description - a description for this item that others can read.
Quantity - the total inventory on hand.
Approval Strategy - whether this item requires approval to reserve. Please read this article for more information.
You can check the "Keep open and add another" if adding multiple items at once.
Once finished. hit to "Save" button to complete adding the item. You will be redirected to the item details page.
Defining Additional Questions
You can optionally enter additional questions you would like people who request this item to answer before submitting their request. To do so, from the item details page, select the "Questions" tab and click on the "Add new question" button.
A pop up will appear where you can add any of the fields you normally could add to a custom form (except the donation and ticket/item field). For more information on each field type, please read this article.
If a question must be answered, make sure you change the "Is Required?" field to "Yes."
Once finished, click on the "Add" button to add the custom question to the item. Once you have more than one question defined, you can click and drag to reorder fields.