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Resources

Written by PaxFlow Customer Support

The Resources page lists the resources of your company, for example your vehicles. Use it to find a resource, see where it is assigned, and add or change resources.

Open the Resources page

Go to Operations > Resources. The Resources page opens.

The Resources item in the Operations sidebar menu, marked.

See the resource table

The table has one row for each resource. These are the columns:

  • Name: the name of the resource.

  • Type: the resource type, for example Bus.

  • Identifier: the licence plate or other identifier of the resource.

  • Location: the location label of the resource, or No location.

  • Capacity: the number of passengers and the number of staff that the resource holds.

  • Action: the gear icon that opens the actions of the resource.

The resource table header on the Resources page, highlighted.

Find a resource

Enter text in Search resources.... PaxFlow shows the resources that have this text in the name, the identifier or a label. The search ignores upper and lower case. To start again, click Clear.

The resource search box with a search term typed in, highlighted.

To use a filter, click it, for example Resource Type, Location, Certification, Capability or Other. Then select a value.

The Resource Type filter dropdown, open.

Open the actions of a resource

  1. In the Action column, click the gear icon of the resource.

  2. Select View Resource, Edit or Delete.

    The gear Action menu with View Resource, Edit and Delete, highlighted.

View a resource

Select View Resource. The page shows these items:

  • The name of the resource, with its identifier, its type and its labels.

  • The Capacity card, with the number of passengers and the number of staff.

  • The Labels card, with the location, certification, resource type and capability of the resource. To add a label, click Add Label.

  • The Assignments and Incidents tabs. Click List or Calendar to change how the tab shows.

A resource details page with capacity, labels and the Assignments and Incidents tabs.

To change the resource, click Edit Resource. For more about this page, see Resource Overview.

Edit a resource

  1. Select Edit in the actions of the resource. The Edit Resource page opens.

  2. Change the fields that you need to change, for example Name.

    The Edit Resource page.
  3. Click Update Resource.

For more about editing, see Editing a Resource.

Delete a resource

  1. Select Delete in the actions of the resource. A window asks you to confirm.

    The delete resource confirmation dialog, highlighted.
  2. Click Delete. PaxFlow shows a success message and removes the resource from the table.

Create a resource

  1. Click Create a Resource.

    The Create a Resource button on the Resources page, marked.
  2. Fill in the fields. Name, Passenger Capacity, Staff Capacity and the Resource Type label are required.

    The Create Resource form.
  3. Click Create Resource.

The page has these fields: Name, Licence Plate or Identifier, Assignment Type, Description, Passenger Capacity, Staff Capacity, Color and Labels. To go back to the table, click Resources. For more about creating, see Create resource.

Add a description to a resource

Enter text in Description when you create or edit the resource. The toolbar of the field has buttons for an image and for a YouTube video.

  1. In the toolbar of Description, click Insert Image.

  2. Under Upload from device, click Select an Image and select a file. To use an image from the web, enter its address under Insert from URL.

  3. When PaxFlow shows Image loaded. Click Insert to add it., click Insert.

  4. Click Create Resource or Update Resource.

Show the description in PaxPortal

When a resource is assigned to a tour, PaxPortal shows it on the tour of the passenger as Vehicle: with the name of the resource and its identifier. If the resource has a description, click Show more to read it.

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