Resource Register

This module allows for the creation of Employees, Assets, Departments and Divisions. In each section click the appropriate New button to create the item.

Employees

Employees can be added, edited and deleted using the Resource Register.
Log into Accordant and select the Resource Register link from the installed modules list

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Click on image to enlarge

When the Resource Register is selected by default the Employee tab is selected

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Enter details to find the employee you are searching for. Complete the Search Criteria with as many details known, using the search to locate a department if required. The search will return all partial matches, so JO will return JONES, JOHNSON etc…
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The result can be filtered by the location filter. Unallocated employees will only show up if the estate is set to ‘All Estates’
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Employees can be edited by double clicking on the row to launch the Edit Employee window. All details can be edited except for the HR ID. After any changes have been made click Save Item to save the changes and close the window.
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To create a new employee click New Employee. This launches the edit employee window. All details can be completed. Clicking Auto Number completes the HR id with the next available value in sequence.
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An employee can be deleted by selecting them from search results and clicking Delete.
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The department employees are allocated to can be updated by selecting the employees to update from the search results. The new department is then selected using the Find link. When selected from the Find Department window it populates the text field. Clicking Set Dept to will then update all selected employees to be assigned to the chosen department.
Note: This will not update the cost centre allocation of any locations the employee is allocated to; this will need to be updated in the Floor Monitor exceptions tab.
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Assets

Assets can be added, edited and deleted using the Resource Register.
When the Resource Register is accessed then select the Assets tab

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Enter details to find the asset you are searching for. Complete the Search Criteria with as many details known, using the search to locate a department if required. The search will return all partial matches, so if you search the number 1 all departments with codes beginning with 1 will be shown etc…
Resource%20Register%20-%20Asset%20Search.PNG

The result can be filtered by the location filter. Unallocated assets will only show up if the estate is set to ‘All Estates’
Resource%20Register%20-%20Location%20Filter.PNG

Assets can be edited by double clicking on the row to launch the Edit Asset window. All details can be edited except for the Code. After any changes have been made click Save Item to save the changes and close the window.
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To create a new asset click New Asset. This launches the edit asset window. All details can be completed. Clicking Auto Number completes the Asset id with the next available value in sequence. The fields for the Asset properties change depending on the type of asset selected from the drop down
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An Asset can be deleted by selecting them from search results and clicking Delete.
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The department assets are allocated to can be updated by selecting the assets to update from the search results. The new department is then selected using the Find link. When selected from the Find Department window it populates the text field. Clicking Set Dept to will then update all selected assets to be assigned to the chosen department.
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Departments and Divisions

Departments and Divisions can be added, edited and deleted using the Resource Register.
To edit a department when the Resource Register is accessed then select the Departments tab

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Enter details to find the department you are searching for. Complete the Search Criteria with as many details known. The search will return all partial matches, so B will return Building, Business etc…
The location filter has no effect on displayed result for department.
Resource%20Register%20-%20Department%20Search.PNG

Departments can be edited by double clicking on the row to launch the Edit Department window. All details can be edited except for the Code. After any changes have been made click Save Department to save the changes and close the window.
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To create a new department click New Department. This launches the edit division window. All details can be completed. The colour can be entered as the AutoCAD colour, or by clicking and selecting from the displayed colours.
Resource%20Register%20-%20Department%20New.PNG

A Department can be deleted by selecting them from search results and clicking Delete.
Resource%20Register%20-%20Department%20Delete.PNG

The division a department is allocated to can be updated by selecting the departments to update from the search results. The new division is then selected using the Find link. When selected from the Find Department window it populates the text field. Clicking Set Div to will then update all selected departments to be assigned to the chosen division.
Resource%20Register%20-%20Department%20Division.PNG

To edit a division when the Resource Register is accessed then select the Divisions tab
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Enter details to find the division you are searching for. Complete the Search Criteria with as many details known. The search will return all partial matches, so B will return Building, Business etc…
The location filter has no effect on displayed result for division.
Resource%20Register%20-%20Division%20Search.PNG

Divisions can be edited by double clicking on the row to launch the Edit Division window. All details can be edited except for the Code. After any changes have been made click Save Division to save the changes and close the window.
Resource%20Register%20-%20Division%20Edit.PNG

To create a new division click New Division. This launches the edit division window. All details can be completed. The colour can be entered as the AutoCAD colour, or by clicking and selecting from the displayed colours.
Resource%20Register%20-%20Division%20New.PNG

A Division can be deleted by selecting them from search results and clicking Delete.
NOTE: Deleting a Division does not delete any attached Departments. These should be deleted or reassigned first.
Resource%20Register%20-%20Division%20Delete.PNG