Resources Module Business Rules

Start Date is before the Last Review Date.
Last Review Date is after the Start Date.
Defaults can be set for any Resource module fields.
If a Site is selected then Building and Location are required.
The user has the option of attaching a Time Charge to a work order with the status of ACTIVE and COMPLT.
The user can't attach a Time Charge to the following Work Order Status: Canceled, Closed, and Pending.
If a valid work order is entered, the Procedures, Assets, and Account fields are populated. However, Account is unavailable if an account is assigned to the work order. Asset is unavailable if an asset is assigned to the work order.
User can create a Work order on the fly if the WOTF option is enabled in defaults. A check box appears and once it is enabled, TMS checks whether Work Order module defaults have been set. If Work Order defaults are setup, a work order is created with a new time charge.
Puts the current resource into the selected Asset Contact position and moves all others down.
Resource can be assigned to multiple assets.
Notifies the user when assigning an asset that another resource is already using that position.
The required fields are: Resource ID, First Name, Last Name, Type, Account, Status, and Skill/Trade.
Resources that are set to the status of Inactive do not show in Resource lookups.
Resources can have a charge rate of $0.00.
User defined fields are determined by Resource Type Codes.

Resource Defaults Business Rules

Work order on the fly defaults use the work order defaults. The fields are: Account, Skill, Type, Priority, Status, and Sub Status.
If a work order has an asset group attached to it, the Time Charge is distributed equally among the assets in the group.

The fields that are loaded are: Resource (must be selected first on main Time Charge form), Date, and Billable (appears when Billable option is enabled in General Options).