How to create, edit and delete resources?

Create, Edit and Delete Resources

Updated over a week ago

A Resource is an employee or a workstation, for example, that is needed to complete a Production Operation step. In the Operations section of the Bill Of Materials, you can assign a Resource to each Operation step.

Resources enable managing the tasks list for each Resource in the "View Tasks" in the "Manufacturing" screen.

If your existing Resources do not yet include the Resource you wish to use for a Manufacturing Operation step, you can create a new Resource by going to Settings > Resources.

Creating new Resources

1. Go to Settings.

2. Navigate to the Resources tab in settings. If you do not see the tab, then it is not enabled in roles and permissions. If you are an admin, go to your role and enable the permission. You will be required to logout and log back in to load the tab.

3. Once in the Resources tab in settings, click ADD.

4. Type in the operation name, and it will autosave.

Editing Resources

If you wish to edit the Resource name, change the Resource name as needed.

Deleting Resources

If you need to delete the Resource, you can use the delete icon to remove the resource. Note that this will remove the resource from all BOMs and Manufacturing Orders.

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