To add a data field to a resource subtype parameter value

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The procedure to add a data field to a resource subtype parameter value is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Resource Subtype. The Resource Subtype window is displayed.
  2. Expand a category heading from the alphabetical list and select an associated resource subtype, or type its name into the Search Subtypes field 1.
  3. With the correct subtype displayed, click on New Field. The Resource Field window is displayed.
  4. Using the Field name drop-down field, select an appropriate parameter value for the resource subtype e.g. Property Type, Number of Bedrooms, Training Course Duration, Training Course Venue, etc. The associated Data type is displayed i.e. Date Only, Date Time, Decimal, Integer, Lookup, Text, Time Only, True or False.
  5. Where a data field entry is Mandatory for the associated resource, activate the tick box provided.
  6. Using the Display Order field, enter a numeric value to specify the position of the data field within the associated resource subtype entry screens. The Up and Down arrows are available to increment or decrement the value, as required 2.
  7. Choose an Effective from date for this data field i.e. the date on which it came into effect 3.
  8. Choose an Effective to date if the resource subtype link to the data field is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the data field will be continually valid.
  9. Click on Confirm. The linked record is displayed in the Subtype Fields summary table.
  10. Repeat steps 3 through 9 to add further data fields to the resource subtype.
  11. Click on Save 4.


Note

1 The Search Subtypes field will match against any element of the resource subtype name.

2 System validation rules ensure that the assigned Display order value is unique for each data field linked to the resource subtype.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To remove the data field from the resource subtype, change the Effective to date to be in the past.


See related topics...

System parameters overview

To define a resource subtype parameter value

To define a resource field parameter value