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Overview of the i-Suite Resources Module and Customization Options

This guide explains the i-Suite Resources Module, serving as the central data entry point for managing resources effectively. Users will learn how to navigate the Resources screen, customize their view through the Options dialog box, and modify grid columns according to their preferences. Additionally, the module provides functionalities for adding and editing data, filtering entries, and generating standard reports. This resource aims to enhance user experience by providing necessary steps for efficient data management and reporting.

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Overview of the i-Suite Resources Module and Customization Options

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  1. Unit 4 Resources 4.0-01-ISUITE-EP

  2. Objectives Be able to: • Explain the RESOURCES module. • Explain the RESOURCES screen. • Change and use Options. • Add/Edit data and resources. • Filter data. • Run standard (“canned”) reports. 4.0-02-ISUITE-EP

  3. RESOURCES MODULE • The central data entry point for resources • Module Icon • Grid view • Add/Edit Screen 4.0-03-ISUITE-EP

  4. OPTIONS DIALOG BOX CUSTOMIZING I-SUITE All customizations are specific to the user. Each user account can apply their own customized views. • Grid columns may be customized for each module 4.0-04-ISUITE-EP

  5. ADD/EDIT DATA AND RESOURCES • Add/Edit Screen (Can be accessed from each module) • Common Data • Module tabs (tabs display based on user permissions) 4.0-05-ISUITE-EP

  6. STANDARD REPORTS • Available “canned” • reports • Report parameters 4.0-06-ISUITE-EP

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