Resource Configuration Wizard

Use the Resource Configuration Wizard to configure multiple resources simultaneously. This is helpful when resources share common settings, such as groupings, accounts, inventory settings, or EMS Web App settings.

You can configure resources individually from on Resources page.

Configure multiple resources

  1. Select Configuration > Resources.
  2. Select the category for which you want to configure resources.

    The Resources window opens.

  3. Select Wizard.

    The Resource Configuration Wizard opens.

  4. Configure the resource properties. See Wizard fields table below.
  5. Select Next.

    The next page of the wizard opens and displays all active resources for the selected category.

  6. Optional: To display all resources regardless of status, select Inactive in Show.
  7. In the Available list, select one or more resources.
  8. Select the move button (>) to move the selected resources to the Selected list.
  9. Select Finish.
  10. When the confirmation message appears, select OK.

Wizard fields

Field Description
Grouping Grouping assigned to the selected resources. If the required grouping is unavailable, configure the grouping first.
Account Account that receives revenue from the use of the resource.
Serves Number of users that the resource can serve. For example, one lunch buffet might serve ten people.
Min. Quantity Minimum quantity that users must request when reserving the resource.
Internal Indicates that the resource is internal to your organization. This setting is used for reporting only and does not hide the resource or affect documents.
Available to Everyday Users Determines whether EMS Web App users can reserve the resource.
Available at Checkout Determines whether the resource appears on the EMS Web App checkout page.
Active Determines whether the selected resources are active or inactive.