Finding a Resource

A Find function is available from the Allocate Work Item(s) To Offer Set and Allocate Work Item(s) To World dialogs.

Also see Allocate Work Item(s) To Offer Set and Allocate Work Item(s) To World, respectively.

The Find function allows you to find the desired resource(s) in a list of resources. Using the Find function, you can search for any matching text in any of the columns on the list of resources. For example, you can search for all resources who have a resource name containing “Johnson” by searching on the Resource Name column.

Procedure

  1. On the Allocate Work Item(s) To Offer Set or Allocate Work Item(s) To World dialog toolbar, click the button, or select Find Resource(s) from the Tools menu.

    This causes the Find fields to be displayed above the list of resources:

  2. From the drop-down list on the second Find function field, select the column on which you want to search:

    This list contains the following:

    • Resource Name
    • Container Name
    • Resource attribute fields - These are used to store information about resources. For example, a “Cellphone” resource attribute (as in the example above) can be used to store each resource’s cell phone number.

      The resource attributes available on each system is different, depending on how the organization model was designed. For more information about resource attributes, see the Organization Browser User’s Guide.

  3. Enter the text you want to search for, then click the icon to the right of the Find field. For example, if you selected “Resource Name” in the second Find function field, then entered “John” in the Find field, the Find function will return all resources whose Resource Name contains “John” anywhere in the Resource Name value:
  4. After finding the desired resource, you can perform any of the available functions as described in this document.

    The Find function can be turned off by clicking the button.