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How do I add resources?

Describes how to add items as a resource.

You will need the Full Write Facilities permission to perform this action. The permission must reach the location you choose for the resource.

Resources are reservable items, such as tables, chairs, vehicles and AV equipment, that members can request as part of an event or facilities request. In Version 7, the area formerly called Resources became Facilities, and the Items tab became 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 window opens with two tabs: General and Approval Strategy.

    The + Add Resource button on the Resources tab
  3. On the General tab, fill in the resource details:

    • Name (required) - the name of the resource, such as Tables, Chairs or Beverage Service.

    • Location (required) - the campus or venue where the resource is kept. A resource at a campus follows that campus, and a resource at a venue follows the venue's organization.

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

    • Quantity (optional) - the total inventory on hand. Requests are checked against this quantity.

    • Description (optional) - a description that shows when someone is requesting the resource.

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

    The General tab of the Add Resource window
  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 approvers for the request's campus, can approve requests. Super Users can approve as well. With one active campus, this option reads Specific People + Location Approvers.

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

    No permission or campus limit is checked for approvers. For more, 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 window stays open after each save so you can keep adding without clicking + Add Resource again.

Adding custom questions

Custom questions collect extra information from someone requesting a resource, such as "How will this be used?" Questions are added on the Questions tab of an existing resource.

Adding a custom question to a resource
  1. Open the resource by clicking its name in the Resources list, or use the three-dot menu on the row and choose Edit resource.

    Opening a resource from the Resources list
  2. Select the Questions tab and click + Add Field.

    The Questions tab with + 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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