The Resources tab in the Session Summary displays any Resources that are required for the session. For each resource in the list, the following details are shown:

• Code

• Resource Type – These are maintained in Resource Type Configuration.

• Name – Selecting this will take you to the corresponding Resource Summary page.

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Filtering the Resource List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Type – Here you can either enter text to search by recourse type or choose one from the drop-down menu that appears when the field is selected.

• Number of records displayed

Exporting the Resource List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Assigning Resources

Selecting Assign Resources will open a window where you can use the tickboxes to choose which resources you want assigned to the session. Only resources with the status Live will be available, though you can change the status when Editing the Resource. Select Save to finish.

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