1. This view allows you to create lists of favourite resources. You may use these lists in the other views of resource planning and reservations tool.You may create favourites based on the type of resources that you see on the tabs: implementations, groups, rooms, persons or equipment. You may use this tool in two different ways: select the items to your own list of favourites from the search results or save a search with chosen search terms to Saved implementation searches.

  3. Create a list of favourites to My lists

Create your own list by selecting resources to a list you have created earlier (select the icon in front of the list name that makes a small v-sign above it) or create a new list.

  1. Create or select you own list from the navigation bar on the left.
  2. Select resources from the results of a saved search or a new search.

Select the resources you want. A small x will appear on the green icon.

  1. First, select the small downward arrow next to My lists and then select Create new list. 

     
  2. Give the list a name. You may group the lists the way you want. You may add them to an existing group or create a new one. Select Save to create the list.
  3. To select the list you just created, tick the green icon in front of the list name. A small v-sign appears above it.
     
  4. Select the resources from the search results. You may also use your saved searches.
  5. Now tick all the resources you want to add to the list (select them from the green icon in front of the resource code. A small x will appear above the icon when you select the resource).

    If necessary, start a new search, select My lists again and add more resources to the list.

Create a favourite search

Saving a search is a quicker and easier option than saving lists. You save only the search terms, which give you an updated list of the results, even when resources change. For example, if I search for people in my own unit and save the search, whenever a new person is added to my unit, they are updated on the list automatically. To save the search, select Save search, give the search a name and Save. Once you have saved the search, it will appear on the left-hand side of the page under Saved searches.

  1. Select Resource planning and reservations.
  2. Then select Set resource groups and favourites.
  3. Choose the resource type of your favourite list from the tabs.
  4. Fill out search terms and select Search. 
  5. Select Save search button and give the search a new name. You may choose an existing group or create a new one. Save. 
  6. The saved search will be available on the left-hand side of the page.
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