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Resource Overview

Written by PaxFlow Customer Support

The Resource Manager in PaxFlow makes it easy to track and manage individual resources. From the Resource Table, you can open any resource to see its details, assignments, and calendar view.

Accessing Resources

Start by clicking on "Operations" and then click on "Resources"

Resource Table

Here we can see the Resource Table - where all the resources you have created are. The Resources are listed by Name, Identifier, Location, Capacity and Actions. You can sort the resources ascending by clicking on any of the top columns.

Actions in Resource Table

Under Actions you can "View Resource" "Edit" and "Delete".

you can also click on the resource name to view it

View Resource

When viewing a Resource you can see name of the resource and the description of it at the top, the capacity of the resource - both for staff and passengers, the labels that have been added to the resource and the assignments that have been added to the resource.

The assignments default is list view and when clicking on Calendar view

you can see the overview of assigned tours via calendar. You can choose what month to view by clicking on the month at the top, and then a drop down calendar appears where you can choose a date or month

Or you can switch between months using the back and forth arrows

When clicking on an assignment, both in calendar and list view

a pop up window appears with information about the departure, you can also get more detailed view by clicking on "View Departure"

and that takes you to the departure details

you can quickly add more labels on the resource by clicking on "Add Label"

Choose the lable you want to add, here we are choosing "Day tours"

and click on "Save"

A success message appears and you have added a new label.

Lastly you can edit the resource by clicking on "Edit Resource"

And that takes you to the edit resource page. Click here for the how to edit a Resource article.

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