RB User Guide > Entities > Resources

Updating resources

When adding a resource to your RB database or at any time later, you can add to or edit the resource’s information.

1. Find the resource

   Access a resource to update in one of the following ways:

   • By searching

     Entities > Resources (see Searching resources).

   • In a View/Edit window

     • Click next to any field labeled:

       • Resource
       • Client Of
       • Sales Rep
       • Assign To
     • Click > View Resource next to a Resource field.

   • In a results grid

     Marketing Inquiry (RB9 only)

     Click the hyperlinked resource name.

2. Update information

   1. Click Edit in the View Resource window.
   2. Within an Edit Resource window, you can enter or update any information:

   • General

     To enter basic resource information, including contact information and important warnings, see Entering general resource information.

   • Additional

     To enter user credentials for online and digital signatures, plus miscellaneous information, see Entering additional resource information.

   • Pay Info

     To enter details about how resource is paid, see Entering pay information.

   • Work Schedule

     To set the resource’s default weekly availability, see Setting work schedules.

   • Notification Email

     Enter resource’s email addresses and designate them to receive specific types of emails, such as job or payroll emails. See Managing notification emails.

   • Tags

     Select tags to mark the resource as part of specific groups. See Organizing with tags.

   • Specialties

     Note any specialized knowledge or expertise the resource has. See Entering specialties.

   • Certifications

     Include any certifications the resource has. See Entering certifications.

   • Repository

     Keep files related to the resource in your RB9 database. See Uploading files to a repository.

   • Notes Log

     Keep a set of notes about this resource for internal purposes. See Making notes, Managing notes logs, and Canceling notes.

   3. Click Save.

TIP: No longer need a resource?

You can delete it, or merge it into another resource, saving its historical data. See Removing entities.

Reference

• Marketing Inquiry
• Tags
• Specialties
• Notes Log

Step-by-step instructions

• Searching resources
• Scheduling jobs
• Generating invoices
• Adding resources to RB
• Entering general resource information
• Entering additional resource information
• Entering pay information
• Setting work schedules
• Managing notification emails
• Organizing with tags
• Entering specialties
• Entering certifications
• Uploading files to a repository
• Making notes
• Managing notes logs
• Canceling notes
• Removing entities