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How do I add resources?

Describes how to add items as a resource.

You will need the Full Write Resources permission to perform this action.

Resources are reservable items - tables, chairs, vehicles, AV equipment - that members can request as part of an event or facilities request. In version 7, the area formerly called Resources is now Facilities, and the Items tab is now Resources.


Adding a resource

  1. In the left-hand navigation, open Events > Facilities and select the Resources tab.

  2. Click + Add Resource. The Add Resource modal opens with two tabs: General and Approval Strategy.

  3. On the General tab, fill in the resource details:

    • Name (required) - the name of the resource (for example, Tables, Chairs, Beverage Service). This field is required.

    • Location (required) - the location where the resource lives. This field is required.

    • Category (optional) - a grouping that helps organize resources (for example, Furniture, Vehicle, Meal). Use the picker to choose an existing category or add one.

    • Quantity (optional) - the total inventory on hand.

    • Description (optional) - an optional description that displays when someone is requesting the resource.

    • Active? - toggle on to make the resource available for reservation. Inactive resources are hidden from new requests.

  4. On the Approval Strategy tab, choose how reservations are approved:

    • Auto Approve - every request is approved automatically.

    • Specific People + Campus Approvers - only the listed people (plus the campus approvers) can approve requests. Super Users can approve as well.

    • Specific Groups - only members of the selected groups can approve requests. No exceptions.

    For more on approvers, see How do I specify approvers?

  5. Click Save.

    Tip: To add several resources at once, check Keep open to add another before clicking Save. The modal stays open after each save so as to keep adding without re-clicking + Add Resource.


Adding custom questions

Custom questions allows for the collection of extra information from someone requesting a resource (for example, "How will this be used?"). Questions are added on the Questions tab of an existing resource.

  1. Open the resource by clicking its name in the Resources list, or use the 3-dots menu on the row and choose Edit resource.

  2. Select the Questions tab and click + Add Field.

  3. A sidebar opens with the same field types used on a custom form, except donation and ticket/item fields. For more on each field type, see How do I design a form?

  4. To make a question mandatory, toggle Required?

  5. Click Done to add the question. To reorder questions, click and drag a row to its new position.

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