Equus Software

Resource records can be created at the System level Resource screen. Navigate to the screen by utilizing the Global Search, and click on . The Resource Details screen will appear when…

How to create a new resource record and add resource details

Resources can be associated with a specific company or companies within the system. Navigate to the Resource screen by utilizing the Global Search. Click on  to create a new record. Fill…

How to associate a company or companies with a resource name

A Resource is a specific individual who will be engaged in any business process supported by the Equus Platform that needs notification. By associating individuals with an assignment, they can…

What is a resource?

To find a Resource record, navigate to the system-level Resource screen by utilizing the Global Search.To view all active resources, leave the Search Criteria field blank and do not tick the Include…

How to find a resource and view details

Under the 'Role Association' section on the Resource page, the resource name can be restricted to appear in the various resource drop down lists in the Equus Platform.   Note: If the…

How to associate a role or roles with a resource name

There are 30 Assignment Additional Resource fields that are available to appear on the Assignment Screen and 30 Authorization Additional Resource field that are available to appear on the Authorizatio

How to configure additional resource roles for use in the system

A standard set of resource roles is used throughout the Equus Platform. These roles are assigned to a resource on the Resource screen. When a role, such as Relocation Coordinator,…

How to view and edit resource roles

Most resource fields can be defaulted with an assignment's relocation coordinator.  If an assignment's relocation coordinator is not granted the resource role on the resource screen, then the defaulti

How to default a resource role to the Relocation Coordinator using system preferences

OverviewEquus Platform can now automatically assign resources to assignments. For example, it can determine who the Assignment Coordinator should be, and update the assignment accordingly.The new Reso

Resource Allocation Rulesets

Resources and Roles

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