Module Resources
| Resources | |
|---|---|
| Numero/ID of module | 0 |
| User doc. of module | This page |
| Developer doc. of module | Module Resources (developer) |
Introduction
The Resource Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list.
The main purpose of the module is to register the resources of the organisation like rooms, materials, keys, ...
What this module does
- Manage a list of resources.
- Support resource type.
- Support adding notes to resource (public, private)
- Support resource links with contacts/users
- Support resource links to documents and/or URL.
- If the event module is activated, you could link resources to an event.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
Below are the options available to configure this module.
Set-up options
There is currently no set-up options for the module.
Dictionaries
The module comes with the the "Type of resources" dictionary.
By default this dictionary is empty.
Go to the Setup menu and select Dictionaries to enter a list of values to categorize your resources.
The module also use the "Contact/Address types" dictionary, and populate it by default to associate a contact or a user responsible for the resource.
Permissions
- Read resources
- Create/modify resources
- Delete resources
- Link resources to agenda events
By default there is no default permission.
Go to the Setup menu and select Security to define some ( 1 and 4 is a good choice).
Usage
The module is available from the Agenda icon available in Dolibarr top menu.
Entities and Business rules
Resource
This is the main and unique object added by this module.
Resource properties
- Name
- Name of the resource. Mandatory. Does not need to be unique.
- Type
- Value from "Type of Resource" dictionary. To categorize your resources, could be used to sort the resources list.
- Description
- A text to describe your resource.
- Public Notes
- A text area (html) to store public notes on the resource.
- Private Notes
- A text area (html) to store private notes on the resource.
Resource links
- Users
- You could allocate multiple users to a resource, specifying a role. Actually the only role defined by default is 'In charge of resource', but you could extend it if needed. Note there is no limitation to number of users linked, even with the same role.
- Contacts
- You could allocate multiple contacts - from different third parties - to a resource, specifying a role. Actually the only role defined by default is 'In charge of resource', but you could extend it if needed. Note there is no limitation to number of contacts linked, even with the same role. Contact and User roles could be different if needed.
- Documents
- You could upload multiple document files and link them to the Resource.
- URL
- You could attach multiple URL link to a resource.
- Event
- When the Agenda module is activated, it is possible to select resources needed on any event. You could define if the resource is mandatory or not for the event and is free or not. This means the system is not checking the actual resource availability you need to check it manually.
Examples of use cases
| List Resources: | |
|---|---|
| Situation | You want to get the full list of resources |
| Actions | Go to Tools -> Resources. The resources list opens. You could sort the list by Reference or Type. |
| Create Resource: | |
|---|---|
| Situation | You get a new resource |
| Actions | Go to Tools -> New Resource. The resource card opens. Fill-it and save. It should now be available in list. |
| Modify Resource: | |
|---|---|
| Situation | You need to update a resource property |
| Actions | Go to Tools -> List Resources. The resource list displays. Select the resource. The resource card opens. Click Modify. You could modify properties. Save. The card reflects the changes. |
| Delete Resource: | |
|---|---|
| Situation | You need to remove a resource |
| Actions | Go to Tools -> List Resources. The resource list displays. Select the resource. The resource card opens. Click Delete. The resource will be deleted and confirmation message will shows up.
If you delete a resource allocated to an event, you will end up with a blank resource for this event. Delete is not checking if the resource is used or not. |
| Inactivate Resource: | |
|---|---|
| Situation | You need to remove a resource that could not be used any more but keep it's history. |
| Actions | None
Not available yet will require an active or inactive status |
|
|
Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
