Guided walkthrough
Tutorial 4: Add a new resource with skills
Resource capacity becomes searchable and schedulable without manual notes.
Audience: Admin, resource manager
Walkthrough video
Tutorial 4: Add a new resource with skills video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Create the resource profile with contact and country information.
- 2Assign skills and quantities based on the resource type, such as HVAC and electrical safety for Niran P. or cold storage route support for Van 04.
- 3Attach the correct work schedule template, availability window, and maintenance flags.
- 4Review upcoming jobs before assigning the resource to live work such as HVAC preventive maintenance at Client site B12.
- 5Confirm the resource appears in scheduling filters.
Success criteria
You're done when…
Resource capacity becomes searchable and schedulable without manual notes.