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Assigning resources to your members
Assigning resources to your members

Learn how to assign resources to your members and manage their assignment

Lauren Hose avatar
Written by Lauren Hose
Updated over a week ago

Once you have set up your resources, you can then assign them to your members for a specific term and fee. This article outlines how to create, renew or remove a resource assignment.

Assigning a member to a resource

To assign a member to a specific resource:

  1. Navigate to the Resources module

  2. Click on the relevant resource

  3. Open the Assignees card

  4. Click the Add assignee button

  5. Search for the member by name and then select from the list that shows up

  6. Adjust the start and end date of the assignment as needed

  7. Tick the checkbox Make this the active assignee

  8. Create a transaction if applicable

  9. Press Save to add this assignee

The assignee will now show up in the list of assignees for this resource.

Renewing a resource assignee

If a resource assignment has expired, you can renew the assignee to automatically extend the End date of the assignment.

  1. Navigate to the Resources module

  2. Click on the relevant resource

  3. Open the Assignees card of the resource

  4. Locate the assignee you wish to renew

  5. Click on the context menu for the assignee and select Renew

  6. Verify the details in the dialog and adjust the end date if needed

  7. Create a transaction if needed

  8. Press Renew to confirm

This will renew the assignment for the assignee up until the specified end date. By default, this will depend on the term specified for the resource.

Making a resource assignee inactive

You can make the active resource assignee inactive if you want to assign the resource to someone else while preserving a record of past assignees.

  1. Navigate to the Resources module

  2. Click on the relevant resource

  3. Open the Assignees card of the resource

  4. Locate the currently active assignee

  5. Click on the context menu for the assignee and select Make inactive

  6. Press Confirm to make this resource assignee inactive

Making a resource assignee inactive will not change the end date of their assignment.

You can always make an assignee active again by following the steps above and choosing Make active instead.

Removing a resource assignee

To permanently remove the record of a resource assignee:

  1. Navigate to the Resources module

  2. Click on the relevant resource

  3. Open the Assignees card of the resource

  4. Locate the assignee you wish to remove

  5. Click on the context menu for the assignee and select Remove

  6. Press Remove again to confirm the removal of this assignee record

Note: Instead of removing an assignee, you can also make them inactive, which will preserve a record of past assignees for this resource.

Frequently asked questions

What does the "Active" assignee mean?

There can be multiple members that assigned to a resource, and to leave you some flexibility, we don’t prevent you from creating overlapping assignment terms. However, there can always only be one Active resource assignee at any given time.

Therefore, the Active assignee can be used to indicate who actually is assigned to that specific resource, irrespective of the start and end date of their term. The active assignee is indicated with an icon and their name will be displayed in bold text:

Inactive assignments can be used to represent past or upcoming assignees.

Further reading

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