You can create a resource form within a project or from the All Projects view in the Resources module.
To create, start by pressing the Create Resource button.
There are several contact fields that you may choose to populate immediately, though the only mandatory field that requires input at this stage is the resource Name. All other fields, such as phone numbers, email address, licence type, position, etc. can be updated or amended at a later date. Remember to save your new resource details before leaving this page.
If you want the contact to log in to UniPhi, you will need to enter their email address, select a licence, and give them a login (usually this is their email address or full name).
Once the basic details of the contact have been entered, you can link the contract to an organisation, scroll down to view the three options available:
Link contract to an existing organisation – Allows you to search for an organisation that has been created in UniPhi. Type in the organisation name and select it form the list.
Link a contact to a new organisation – provides a data entry screen to create a new organisation if it doesn’t come up in the search (see Creating Organisations and Sites below).
Individual contact only – use this when the contact is not associated with an organisation.
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