Module Resources
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| 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.
Current documentation applies to 4.0.2 Dolibarr release.
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 event.
What this module does not
- Does not support tag/categories for resource.
- Does not support extra fields. (will do in 5.0)
Installation
This module is installed with Dolibarr and need to be enabled in the module list.
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 the 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 Tools icon available in Dolibarr top menu.
Entities and Business rules
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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".
Resource
Main Properties are :
- Name
- Type
- Description
- Public Notes
- Private Notes
The entity is linked to :
- Users
- Contacts
- Documents
- URL
Examples of use cases
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| Create Resource: | |
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| 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: | |
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| 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. |