What are categories and resources and what are they for?

Categories and resources are used to create "databases" of tasks, materials, articles, personnel, etc. In short, it is used to generate a repository of predefined elements that when added as data in a document or report model ( data of the Resources type) appear to the user in the document being created for selection.

For the user to be able to choose it in the work report it is necessary to add a resource type data in the model of work report.

With the functionality of categories and resources in administrator you can:

• Manage the status of resources, archiving them so that they can no longer be charged on work reports.
• Add an image to the resource, so that the user can see the image associated with the resource when filling in the report.

How to configure (categories)

STEPS TO FOLLOW:

1. Administration
2. Categories
3. Create category

Category settings

Within each category you can add informative data such as:

• Tariff
• Reference
• Code
• Unit of measure
• DNI
• Registration

These informative data are added to the page of the resources located within the category in question.

How to set up (resources)

STEPS TO FOLLOW:

1. Administration
2. Categories
3. Select the corresponding category
4. Create resource

Resources with informative data

By adding informative data to the category we can enrich the resource card and this data can be used as informative data in the models.

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