The Resources page lists the resources of your company. Open a resource to see its details and its assignments, and to change its labels.
Open the resources list
Go to Operations > Resources.
Resources table
The Resources page shows all the resources you created. The table has these columns:
Name
Type: the resource type label, for example Bus.
Identifier, for example the license plate.
Location: the location labels of the resource. A resource with no location shows No location.
Capacity: the pax capacity and the staff capacity.
Action
To sort the table, click a column heading. To filter by type or location, use the filter in the Type or Location heading.
To add a location to a resource, click the plus icon in the Location column. Select one or more locations, then click Save. To change the locations of a resource, click the edit icon next to its locations.
Above the table, there is one dropdown for each label category, for example Resource Type or Location. Select labels to show only the resources that have them. To remove the label filters, click Clear.
Open, edit, or delete a resource
In the Action column, click the gear icon.
Click View Resource, Edit, or Delete.
To open a resource, you can also click its name.
If you click Delete, a confirmation window opens. Click Delete to delete the resource. You cannot undo this. See Deleting a Resource.
View a resource
The resource page shows:
At the top: the name, the identifier and type, the description, and the labels of the resource.
Capacity: the number of Passengers and Staff.
Labels: the labels of the resource, grouped by category.
Below the cards, there are two tabs:
Assignments shows the departures and the unavailability of the resource.
Incidents shows the incidents reported on the resource. The number next to the tab name is the number of incidents. See Incidents report.
See the assignments in a list
The Assignments tab opens in List view. It shows the assignments of the current month. To change the dates, click the date range. Each assignment shows its time, date, and status. To open the departure details, click the name of the assignment.
To remove the resource from a departure:
Click the broken link icon (Unassign resource) on the assignment.
In the window Unassign resource?, click Unassign.
See the assignments in a calendar
On the Assignments tab, click Calendar. The assignments show in a month calendar.
To select a month, click the month name above the calendar. Then select a date in the month. To go to the previous or the next month, click the arrows next to the month name.
Click an assignment. A pop-up window shows the details of the assignment, the resource, and the departure.
To open the departure details, click View Departure.
To remove the resource from the departure, click Delete in the pop-up window. Then click Delete in the window Delete assignment?. You cannot undo this.
Add labels to a resource
In the Labels card, click Add Label. The Edit Labels window opens.
Click the labels that you want to add. A check mark shows next to each selected label. To find a label, enter its name in Search labels.... To remove a label, click it again.
Click Save. The message Labels updated successfully appears.
Edit a resource
At the top of the resource page, click Edit Resource. The edit page opens. See Editing a Resource.
Notes
If Resources is gray in the Operations menu, your company does not have resources, or your user group does not have access to resources. To turn on resources, ask PaxFlow support. To get access, ask an admin in your company to change your user group in Settings > User groups.