Bookable Resources represent an individual person, vehicle, asset, or facility that can be used for Rostering / Scheduling.
Each resource can have properties that distinguish it from others. For example characteristics (skills or certifications), categories, or locations.
Bookable Resources are used to track all resources that are used in rostering.
These resources may be staff, mutual aid contacts, 3rd party suppliers (accounts), equipment (assets), or facilities that need to be rostered/scheduled.
The resource skills/certifications/qualifications/characteristics are tracked including rating levels and validity dates.
Categories represent the roles that the resource is able to perform.
Additionally, details such as home location, home time zone, contact details, documents, communications and notes can all be attached to the resource.
Background on Bookable Resources can be found in this link https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources
Create New Bookable Resource
Navigate to PowerRoster App > Rosters > Bookable Resources.
Select +New
Fill in the required fields and Save.
Field
Description
Resource Type
Select Resource Type. A classification that describes who or what the resource is and how the resource relates to your organisation.
Important
Depending on the selected Type, additional related details will be displayed in the form.
Contact/User/Name/Account
Select the resource to create as Bookable Resources. This can be from Accounts, Contacts, Users, etc)
Name
Name of the Bookable resource how it appears on the Schedule board.
Time Zone
Select the default time zone for the Bookable Resource
Add Characteristics
Characteristics refer to the skills or attributes that Frontline Workers possess. For example, they can specify if a particular license or certification is required for certain types of Rosters.
You can add details to a Bookable Resource to define the skills, qualifications, or expertise they have, ensuring accurate assignment and compliance with rostering requirements.
Navigate to PowerRoster App > Rosters > Bookable Resources.
Open the Bookable Resource record.
Select +New Bookable Resource Characteristic.
Add Categories
Bookable Resource Categories allow you to group your Bookable Resources by type. For example, you can create categories such as Supervisor, Administrator, or Technician.
Navigate to PowerRoster App > Rosters > Bookable Resources.
Open the Bookable Resource record.
Select +New Bookable Resource Category.
Fill in the required fields and Save.
Field
Description
*Resource Category
Find and select the required category
Resource
Select the Resource
Department
If applicable, add a Department