Add/Remove Resources

Permissions:

        *   Agency Administrators can create and edit their agency's box cards and add or remove resources and stations. Those with Create/Edit Box Cards, Resources and Stations permissions will also have this option. 

        *   Division Administrators can create and edit box cards and add or remove resources and stations for any agency within their division

Viewing and Adding Resources

1. From the top menu, click the Data Setup dropdown and select Resources.

2. Filter the list to your Division and Agency.

3. To add a new resource, click the blue Add Resources button.

4. Fill in the required fields. (Note: Unit Identifier is optional.)

• Use the Resource Subtype to further describe EMS units or special equipment.

• Examples:

  • Subtype: Air Trailer for a special equipment resource.

  • Subtype: ALS for an advanced life support EMS unit.

Note: If you cannot find an appropriate subtype, submit a help ticket to request the addition of a new category.

5. When finished, click Add Resource + at the bottom of the window.

Removing a Resource

    1.  In the Resources list, find the resource you want to remove. 

    2.  On the far right of the row, click the eye icon to open the Resource Preview.  The number under the Box Cards column shows how many cards have that resource. 

    3.  Review the box cards where the resource is currently assigned.   You can click View Box Card under Actions to see where the resource is on the card. 

   4.  Click Update Resource. 

   5.  Click the red Remove Resource link.

Ideally, it's best to have zero box cards affected before you remove a resource.  Clicking Remove Resource when there are impacted box cards will result in that resource being automatically removed them the cards.  It is suggested to contact the owner of the impacted card to allow them to update their card prior to it being automatically remove.

   6.  Upon clicking Remove Resource, a warning will appear if there are any impacted cards affected by the removal. 

    7.  If you wish to proceed with permanently removing the resource, click Yes, Delete Resource. 

**Reminder, the resource will be automatically removed from the impacted cards**  If users from the affected agency have opted in for resource removal notifications, they will receive an email advising that the resource has been removed.