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*Full Name
Required. Resource name as it will appear in RB9
If the resource is a person: First enter the resource’s name and title in the fields below. Then select a name configuration in the drop-down.
If the resource is not a person: Enter the entity’s name here.
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FIrst Name
Person’s given name -
Mi.
Person’s middle name or initial
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Last Name
Person’s surname/family name
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Salutation
Person’s title, i.e., how you address them
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Address
Resource’s street address or post office box
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City/State/Country/Zip
Do not enter the resource’s city, state or country. Instead, enter the resource’s postal code (zip code) in Zip, then click
. RB9 will automatically populate the other address fields. -
Directions
Any information that would help someone find the resource’s location easier
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Main Phone
Local phone number you would use most often to call the resource
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Alt. Phone
Additional phone number to use for the resource
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Mobile Phone
Resource’s cell phone number. -
Mobile Vendor
Resource’s cell phone service provider -
Fax
If resource uses a facsimile machine, the fax number.
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Active
Yes is selected by default. When the resource is no longer working with you and you do not want them to appear as available for assignments anymore, click to select No.
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Resource No.
Assigned by RB9 and uneditable
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Email
Resource’s work email address. Click
to send email directly to resource. See Emailing from RB. -
Different Billing Address
If the resource wants paychecks and statements sent to a different address, click to select Yes and enter the details below.
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Address
Street address or post office box for sending paychecks and statements.
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City/State/Country/Zip
Do not enter the billing address’s city, state or country. Instead, enter the user’s postal code (zip code) in Zip, then click
. RB9 will automatically populate the other address fields. -
Warning
Any important information that users should know about the resource when scheduling jobs. Information entered here appears in Assign Resource panel results.
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Resource Type
Category that best fits the resource. Resource Type is set in Lists > Resources.