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FieldLogs

Creating a Resource

Resources are created to integrate business intelligence dashboard into the FieldLogs system. The Resource Manager allows you to group, manage, and maintain the Resources.

To create a new Resource:

  1. From the main menu, go to Enterprise > Organization > Resource Manager.

    ResourceManagerNavigation.png

    The page Resources opens.

    PageResources.png
  2. Click New Resource button.

    ClickNewResource.png

    The page Create Resource appears.

    CreateResourcePage.png
  3. Enter the Resource Name.

    ResourceName.png
  4. Select the Resource Type.

    ReaourceType.png
  5. Enter the Resource Group.

    ResourceGroup.png
  6. [Mandatory] Enter the External Resource Id.

    ExternalResourceId.png

    Please contact the FieldLogs support team to get the External Resource ID specific for your dashboard.

  7. Select Activate.

    SelectStatus.png
  8. Enter the description.

    EnterDescription.png

    You can use a few in the example to show the effects of advanced editing.

    TextEditorToolbox.png
  9. Click PlusIcon.png to add User Roles to access the Dashboard. Only the users associated with the selected Role will have access to the dashboard.

    AddUserRole.png
  10. Select a User Role from the dropdown list.

    UserRoles.png

    Note

    Ensure the users are associated to the appropriate User Roles and you select the correct User Role of the User.

  11. Select Activate.

    UserRoleStatus.png
  12. Click Create.

    ClickCreate.png

The Resource Jobcard Dashboard of Type Dashboard is integrated to FieldLogs and is available in the Data Dashboard section under Organization.

JobcardDashboardIntegrated.png

To remove the Jobcard Dashboard from the Data Dashboard, you can select the Status as Suspend shown in Step 7.