Managing resources
| Required functional security Functional security required to add, edit, copy, and delete resources: • Resources: Resource Access = Can view, edit, and create, Resources tab appears in 25Live • Resources: Resource Delete = Can delete |
Manage Resources task tab
Use the Manage Resource task tab to:
• Add new resources
• Copy resources as the basis for creating new resources
• Edit resources one by one or multiple resources simultaneously
• Delete resources one by one or multiple resources simultaneously
Guidelines for adding a resource
• Only Resource Name is required to add the resource.
• Because the resource name may appear in event web calendars you publish using the 25Live Publisher, make sure the name would make sense to the general public and complies with your resource naming conventions.
• You may want to review your Resource Categories master definition and possibly add new categories to it for selection here. Having good categories can greatly assist 25Live users in searching for resources and in the 25Live Pro Event Form. See
“Managing resource master definitions” • When selecting attributes of the resource, specify the value of each.
• If you want to define the total inventory of the resource for different time periods that will cause the resource quantity to be decremented when assigned to events, specify stock totals.
• Define the relationship of this resource to other resources as needed.
Adding a resource
1. With the Manage Resources task tab selected, click the ADD icon to go to the Add Resource page.
Note: You must scroll down to see all the resource information you can specify.
2. Enter the resource name (required) and, optionally, any comments and/or default setup instructions.
3. Check the categories the resource belongs to.
4. Check the custom attributes that pertain to the resource and enter or select the appropriate value for each. If you have an image custom attribute and want to associate an image with the resource, select the image from your image directory.
5. Define the relationship of this resource to other resources as needed:
• Click New Relationship.
• Select the kind of relationship (substitute with or also assign).
• Select the resource that has this relationship.
6. If you want to specify stock totals for the resource:
• Click New Stock Level.
• Enter the start and end dates of the stock total period, then enter the stock level quantity.
• Repeat to add more stock totals for other time periods.
7. Specify the object security, assignment policy, and/or notification policy of the new resource. See the Security Administration Guide, accessible by clicking Help, for information on performing these tasks.
8. Click Add Resource.
Copying a resource
1. With the Manage Resources task tab selected, click the COPY icon to go to the Add Resource via Copy page.
2. Find the resource you want to copy by simple name search, alphabetical index, category, or saved or public search.
Note: Selecting “All Resources” is not recommended because of the large amount of data that could be returned.
3. Highlight the resource you want to copy, then click Copy.
4. Change the name of the resource.
5. Edit other information for the new resource as needed. Click the “EDIT” link to expand sections that are closed.
6. Modify the object security, assignment policy, and/or notification policy of the new resource as needed. See the 25Live Security Administration Guide, accessible by clicking Help, for information on performing these tasks.
7. Click Add Resource.
Editing one or more resources
1. With the Manage Resources task tab selected, click the EDIT icon to go to the Edit Resources page.
2. Find the resource(s) you want to edit by simple name search, alphabetical index, category, or saved or public search.
Note: Selecting “All Resources” is not recommended because of the large amount of data that could be returned.
3. To edit selected resources in the displayed list, highlight the resource(s) and click Edit Selected.
To edit all the resources in the displayed list, click Edit All.
Resources you have permission to edit have a “Yes” in the Can Edit? column of the resource list.
| If you choose to edit multiple resources, be aware that all and only the changes you make will be applied to all the resources you select for edit. When in doubt, edit resources one at a time. |
4. If you highlighted one resource, edit its information as needed. Click the “EDIT” link to expand sections that are closed.
If you highlighted multiple resources, check the box of each data section you want to edit, and change the information as needed.
5. Modify the object security, assignment policy, and/or notification policy of the resource(s) as needed. See the Security Administration Guide, accessible by clicking Help, for information on performing these tasks.
6. Click Save Changes.
Deleting a resource
| Consider carefully before deleting resources, because when you do the resources are completely removed from your Series25 database, including all past actions taken on the resources (assignments to events, information edits, and so on), who performed them, and when. All information about the resources, both past and present, no longer exists. |
1. With the Manage Resources task tab selected, click the DELETE icon to go to the Delete Resource page.
2. Find the resource(s) you want to delete by simple name search, alphabetical index, category, or saved or public search.
Note: Selecting “All Resources” is not recommended because of the large amount of data that could be returned.
3. To delete selected resources in the displayed list, highlight the resource(s) and click Delete.
To delete all the resources in the displayed list, click Delete All.
4. Click Delete Resource to confirm.
5. To delete other resources, click Delete Another Resource. To return to the Manage Resources page, click Start Over.
