Employees Agency Issued Resources

You can track who has what agency-issued resources using the agency-issued resources work flow.

To manage the agency-issued resources related setup list:

  1. Select Setup from the menu, and then select Employee Care.

  2. Scroll down to the Agency-Issued Resources card.

  3. Select the setup list you want to manage:

    This Setup List Used Here For
    Agency-Issued Resource Types Agency-Issued Resources The type of resources, such as computer, cell phone, keys. etc.

  4. Select anywhere on an existing card to open to view or edit or select the + to add a new one.

  5. Enter the Code and/or Description and select Save.

To manage the agency-issued resources for multiple employees:

Select Employee Care from the menu and then select Agency-Issued Resources from the Employee Management card.

To manage the agency-issued resources for one employee:

  1. Select Employee Care from the menu and then select Employees from the Employee Management card.

  2. Select anywhere on the Employee card of the employee you want to see agency-issued resources for.

  3. Switch to the Agency-Issued Resources tab.

    The Agency-Issued Resources grid appears. From here you can do multiple functions:

    1 Return to the Employee Care navigation screen.
    2 Add a new agency-issued resource.
    3 Open an agency-issued resource.
    4 Use the outer arrow to go to the first agency-issued resource or the last one in the grid. Use the inner arrows to go to the next or previous set of agency-issued resources.
    5 Open the Filters to adjust your filter settings.
    6 Search for an agency-issued resource.
    7 Add, remove and reorder columns in the grid.
    8 Open the Options tray to view additional functions.
    9 Add or remove the Agency-Issued Resources grid from your Favorites menu.
    10 Run a report.
    11 Import agency-issued resources from MS Excel.
    12 Export agency-issued resources to MS Excel.
    13 View the audit history.
    14 Close the Options tray.

    You may see a message similar to the one below. This message means additional agency-issued resources match your filter settings, but there are too many to show. If this happens you either need to adjust your filters or use the search to find the one you are looking for.

  4. Select an agency-issued resource to open it or select the + icon to add a new one.

    From here you can do these additional functions:

    1 Return to the Employee Care navigation screen.
    2 Return to the Agency-Issued Resources grid.
    3 Change the status of the Agency-Issued Resource (if you have security permissions to do so).
    4 Add or view any related tasks. A black number badge indicates the number of tasks (both open and completed) associated with it.
    5 Add, view or remove watchers. A black number badge indicates the number of watchers already associated with it.
    6 Run a report.
    7 Create a copy.
    8 Open the Options tray.
    9 View the change history of it.
    10 Edit the agency-issued resource. When finished editing, select Save (or Cancel to discard changes).