When using the Resource Class function in SapphireOne, although you have the ability to create new resource classes, this short article will focus exclusively on viewing and modifying an existing Resource Classes. The steps are as follows:
- Navigate to Job Projects > Resources > Inquiry and then select the Class item. SapphireOne will display the Resource Class list screen with a list of Resource Classes already in the data file
- Select a Class from the list.
- Resource Class area – When a data file has been established for a period of time, there should be minimal changes in this area, as well as in other areas, since the data here is mainly populated from a Resource.
- Notes area – Notes pertaining to the Resource Class may be added to or removed at any time
- Custom Header area – Not normally altered once the class has been established however, they may be altered at any time as required .
- Linked area – This will be the most commonly used section, as users typically refer to this area to see which Resources have been linked to this particular Resource Class.
- Click on the green tick button to save any alterations to the Resource Class details.
For more detailed instructions, please refer to the Job Projects > Resources > Class article.