How to Manage Resources Assigned to a Case

1. To view resources assigned to a particular case, select the Cases icon on the Dashboard screen.

The Case & Cabinets module appears.

Case Manager 

1. Double-click the desired case in the Cases panel (or use the search bar to find it) which will prompt the Edit Case pop-up window to appear.

Edit Case pop-up window for the selected case

2. Select the Resource usage tab.

The resources assigned to the case are listed in the right panel. 

Resource Usage tab 

• Per Learner resources: displays any currently assigned resources to the learners participating in the case.
• Per Event resources: displays any currently assigned resources to the case.

3. To delete an individual resource, click the X icon in its field.

4. To delete all resources, click the trash bin icon in the bottom right corner of the added resources panel.

5. To add a resource, use the drop-down menus for the Type and specific Resource, enter the Quantity in the corresponding field then select the Per Event or Per Learner radio button. When done, click Add.

The specified resource will be listed in the added resources panel on the right.