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Resources and resource types

The Resources module is the home for shared assets such as rooms, vehicles, equipment, or any reservable item. Resources are grouped by resource types, enriched with custom fields, and tracked with activities, comments, and availability schedules.

Resources grouped by type

Resource types​

  • Define categories in Resource planning -> Resource types so assets share the same default structure and capacity units.
  • Attach custom fields to resource types to capture specific attributes such as license plates, serial numbers, or maintenance data.
  • Reuse across teams by keeping resource types consistent, then create resources for each real-world instance.

Manage resources​

  • Browse the list in Resource planning -> Resources to see resources grouped by type, with tags and capacity highlights.
  • Filter and search by resource name, tags, or type to narrow large inventories.
  • Edit appearance settings (color, icon) so resources stand out on schedules.

Editing a resource with custom fields and tags

Activities, comments, and attachments​

Attachment metadata for resource documents

  • Log activities to record maintenance, incidents, or lifecycle updates directly on the resource.
  • Add comments to capture operator notes, handoff details, or context for the next assignee.
  • Store attachments such as manuals, contracts, or inspection reports in the resource detail view.
  • Review tags, assignments, and extracted text from the shared Attachments library when files need follow-up outside the resource screen.

Availability scheduling​

Resource availability editor

  • Set weekly hours to define the default availability window for each resource.
  • Add date-specific hours for exceptions like repairs, holidays, or one-off reservations.
  • Keep time zones explicit so availability is interpreted consistently across teams.

Access control​

  • Read-only access is gated by resources.view.
  • Create and edit access (resources, resource types, tags, activities, comments) requires resources.manage_resources.
  • Pair these features with role scopes in Auth -> Roles so only the right operators can modify shared assets.