Resource Groupings: What They Are and How to Create Them

This article explains what resource groupings are, how they're used, and how to define them.

Overview

Service providers like your Facilities or Media Services departments may have dozens of items and services that they provide. Resource groupings enable them to keep their offerings organized in the system.

Examples of resource groupings might be Audio Equipment, Furniture, and Breakfast Entree. Resource groupings can also be used for indicating the type of service to be provided or for notes. In defining a resource grouping, you give it one of three types: Resource, Service Description, or Notes. 

Resource Grouping Type: Resource

When defining resource groupings for physical items, you select Resource as the type. The resource groupings you define to help manage your AV inventory might include Audio, Media Equipment, and Video.

Screen Shot 2019-05-24 at 9.03.45 AM

 

Resource Grouping Type: Service Description

When defining resource groupings to indicate how a service will be provided or how a room is to be configured, you select Service Description as the type. Note that with this type of resource grouping, the quantity always defaults to the booking attendance. Catering Service Type and Setup Style are common examples.

Catering Service Type Resource Grouping

 

Setup Type Resource Grouping

 

Resource Grouping Type: Notes

When defining resource groupings to allow you to append written information to an event, you select the Notes type. There is no quantity field with notes. You simply type the information. 

Resource Grouping Note

 

To create a resource grouping:

1. Go to Settings > Resource Groupings.

2. Click Add Resource Grouping.

3. Type the name.

4. Select a type.

5. Click Save or Save & Add Another.