## Entering Resource Master Records

This chapter provides an overview of resource master records and discusses how to:

- Enter resource master records.

- Update the Resource Master table.

- Assign resources to a crew.

### Understanding Resource Master Records

You use the Resource Master program (P48310) to maintain information and attributes for individual and equipment resources. The system validates individual resources against the address book. Individual resources can represent either a crew of people or a single person. The system validates equipment resources against the Asset Master File table (F1201).

You can review resource information by resource type and resource number. You also can retrieve both active and inactive resources.

When you enter data using the Resource Master program, the system creates records in the Resource Master table (F48310). The system uses this table to determine which resources are available for work order assignments. After a resource exists in the F48310 table, you can add the resource to a resource assignment. You can also define an effective date range for the resource and associate the resource with a crew, supervisor, site, and lead craft.

When you enter a resource, the system populates the Calendar Type, Calendar Value, Branch, and Shift Code (if applicable) fields with the default values from the Resource Assignment constants. The system uses the Resource Assignment constants that are associated with the resource's business unit, as defined in the Address Book Master table (F0101), or the Asset Master File table. If no resource assignment constants are set up for the business unit, the system uses the default values for business unit ALL.

You can manually override any of the default information. Additionally, you can select the time zone manually or set up the system to use the value from the processing options.

You can also specify that a resource as inactive. The system does not display inactive resources when you perform an advanced search using the Resource Master Search & Select program (P48310S). In addition, the Resource Master program provides 20 user-defined category codes that you can use to further classify resource attributes.

Crew Scheduling

If you use crew scheduling, you must define the crews in the Resource Master program. The crew is a group of resources that are responsible for the maintenance of a particular area. The crew and each individual resource is defined in the Resource Master program. When you define the crew, you assign the Schedule Period code to specify under which schedule period the crew operates.

When the crew is set up, you can assign individual resources to the crew. You must set up each resource that is assigned to a crew in the Resource Master program and link it to the crew by entering the resource number for the crew in the Crew field. You can associate multiple resources to a crew based on the number of individuals who are qualified to work the particular craft. You also define the lead craft (trade) of the individual resource on the Resource Master record for use in crew scheduling and work assignments.

### Entering Resource Master Records

This section lists a prerequisite and discusses how to:

- Set processing options for Resource Master (P48310).

- Enter resource master records.

#### Prerequisite

Before you complete the tasks in this section, verify that resource assignment constants have been set up.

See Also

Setting Up Resource Assignment Constants

#### Forms Used to Enter Resource Master Records

Form Name | FormID | Navigation | Usage
Work with Address Book Resources | W48310A | Periodic Resource Assignment Processing (G13RA20), Resource Master | Select existing resources, or access forms to enter new resource records. Note. Depending on a processing option setting, the Work with Address Book Resources form or the Work with Equipment Resources form appears.
Work with Equipment Resources | W48310B | Periodic Resource Assignment Processing (G13RA20), Resource Master | Select existing resources, or access forms to enter new resource records. Note. Depending on a processing option setting, the Work with Address Book Resources form or the Work with Equipment Resources form appears.
Resource Master Revisions | W48310C | On the Work with Address Book Resources form or the Work with Equipment Resources form, click the Add button. | Enter resource master records.

#### Setting Processing Options for Resource Master (P48310)

Processing options enable you to specify the default processing for programs and reports.

Note. You must set these processing options before you enter resource master records.

Defaults

These processing options control the default values that the system uses when you add resources to the Resource Master table.

1. Resource Type | Specify the default resource type. The system uses this information to determine which form to display when you access the program. Enter a value from user-defined code (UDC) table 05/RT (Record Type). If you leave this processing option blank, the system uses a resource type of 01. Values are: 01: Individual resource. The system displays the Work With Address Book Resources form. 02: Asset resource, such as equipment. The system displays the Work with Equipment Resources form.
2. Resource Activity | Specify whether to display resources that are active, inactive, or both. Values are: Blank: All resources. 0: Active resources. 1: Inactive resources.
3. Effective Date | Enter the default date on which a resource becomes active or available. If you leave this field blank, the resource becomes available on the date on which the record is entered into the system. You can override this date when you enter the resource. The system uses the effective date along with the expiration date to determine when a resource is active.
4. Expiration Date | Enter the date on which the resource is no longer active or available. If you leave this processing option blank, the system uses December 31, 2015 as the default expiration date. You can override this date when you enter a resource record. The system uses the expiration date along with the effective date to determine when a resource is active.
5. Time Zone | Specify the default time zone that the system uses when you add resources in the Resource Master program. You can override this value when you enter the resource. This feature is scheduled for a future release.
6. Daylight Saving | Specify whether to supply the daylight savings rule automatically when you add resources in the Resource Master program. This feature is scheduled for a future release.

Versions

This processing option controls the version that the system uses when this program is called.

1. Resource Competencies (P05100) Version | Specify the version that the system uses when accessing the Resource Competency Information program (P05100). If you leave this processing option blank, the system uses version ZJDE0001.

#### Entering Resource Master Records

Access the Resource Master Revisions form.

Basic Data

Select the Basic Data tab.

Crew | Enter a user-defined name or number that identifies an address book record for a crew. You can use this field to enter and locate information. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.
Supervisor | Enter a user-defined name or number that identifies an address book record for a supervisor. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.
Lead Craft | Displays the lead craft. The lead craft is the primary craft for the resource, and categorizes individual resources when the system is determining the availability for the craft within the crew during crew scheduling.
Assignment Percentage | Enter a percentage that indicates the proportion of a resource's time that is allocated to the task.
Schedule Pattern | Enter a code to use a schedule pattern in crew scheduling. For example, M could represent a weekly scheduling pattern that starts on Monday with a seven-day period and2 could represent biweekly with a 14-day period. This field is enabled only for crew resource masters.
Inactive | Select to specify that the resource is inactive.
Crew (Y/N) (crew (yes/no)) | Select to specify a crew resource master. If you select this option, the resource number and crew field must be the same and you must also define the schedule pattern code.

Calendar Type

Select the Calendar Type tab.

Calendar Type | Enter a UDC (42/WD) that specifies how the you will use calendar. For example, the calendar might be specific to an industry, such as banking, or you might use it to schedule delivery persons for a route. If you are using resource assignments to schedule resources for work, you typically enter RESOURCE in this field.
Calendar Value | Enter a code to further classify the type of calendar that is associated with the resource. For example, if the calendar type is RESOURCE, you can enter a code that specifies whether the resource calendar is a normal calendar or a shift calendar.
Time Zone | Enter the time zone in which the resource is typically located. This value is used to determine the time for scheduling purposes. You can specify a default time zone in the processing options.
Rule Name | Enter a name that uniquely identifies a daylight savings rule. Use daylight savings rules to adjust time for a geographic and political locale.

### Updating the Resource Master Table

This section provides an overview of the resource master global update programs and discusses how to:

- Run the resource master global update programs.

- Set processing options for Resource Master Global Update - Address Book/Equipment Master (R48350/R48351).

#### Understanding the Resource Master Global Update Programs

The Resource Master Global Update - Address Book (R48350) and Resource Master Global Update - Equipment Master (R48351) programs enable you to add or update Resource Master table records in batch. The F48310 table is based on the Address Book Master table (F0101) or the Asset Master File table (F1201), respectively. You use data selection to control the records that are processed. The data selection for the Resource Master Global Update - Address Book program is based on the F0101 table. The data selection for the Resource Master Global Update - Equipment Master program is based on the F1201 table.

Use processing options to determine the values that the system uses when you create or update the F48310 table. You can use processing options to set default values for the Resource Master records. For example, you can indicate:

- Source of the calendar values.

- Applicable address book numbers.

- Default branch/plant.

- Default assignment percentage value.

#### Running the Resource Master Global Update Programs

Select Advanced & Technical Operations menu (G13RA31), select Resource Master Global Update - Address Book or Resource Master Global Update - Equipment Master.

#### Setting Processing Options for Resource Master Global Update - Address Book/Equipment Master (R48350/R48351)

Processing options enable you to specify the default processing for programs and reports.

Process

This processing option controls whether the batch program runs in proof or final mode.

1. Proof or Final Mode | Specify whether the system prints in proof mode or final mode. If you select final mode, the system updates tables as details are processed. If you select proof mode, the system does not update the tables as the report prints. Values are: Blank: Proof mode. 1: Final mode.

Defaults

These processing options control the default values that the system uses to update the Resource Master table.

1. Date - Effective | Specify the date that the system uses to update the effective from date (DEF) in the F48310 table. If you leave this processing option blank, the system uses the system date when you add a new record. The system does not update the effective from date for existing records.
2. Date - Expired | Specify the date that the system uses to update the effective through date (EXPR) in the F48310 table. If you leave this processing option blank, the system uses the date from the century change year (CENTCHG) when you add a new record. The system does not update the effective through date for existing records.
3. Default Calendar Values | Specify whether the system uses the default calendar values that are specified in the processing options or set up in the F48301 tables. Values are: Blank: Use the calendar values that are specified in the processing options. 1: Use the calendar values that are set up in the F48301 table.
4. Business Unit to Retrieve Resource Constants | Specify the business unit that the system uses to locate the default calendar values in the F48301 table. If you leave this processing option blank, the system uses the business unit from the F0101 table.
5. Branch | Specify the default branch that the system uses when you create a resource master record. The system uses this value only if the Default Calendar Values processing option is set to provide default calendar values from the processing options.
6. Work Day Calendar Type | Specify the default work day calendar type to use when you create a resource master record. Enter a value from UDC 42/WD (Work Day Calendar Type). The system uses this value only if the Default Calendar Values processing option is set to provide default calendar values from the processing options.
7. Work Day Calendar Key | Specify the default work day calendar key to use when you create a resource master record. This code enables you to classify values within a calendar type. Enter a value from UDC 48/CK (Calendar Key). The system uses this value only if the Default Calendar Values processing option is set to provide default calendar values from the processing options.
8. Shift Code | Specify the default shift code to use when you create a resource master record. Enter a value from UDC 06/SH (Shift Codes). The system uses this value only if the Default Calendar Values processing option is set to provide default calendar values from the processing options.
9. Crew | Specify the address book number of the default crew to use when you create a resource master record.
10. Supervisor | Specify the default supervisor to use when you create a resource master record.
11. Site | Specify the default site to use when you create a resource master record.
12. Lead Craft | Specify the default alphanumeric code for the lead craft that is required to complete the work. The system uses the value that you enter as the default craft (work center) when you add new labor detail records to a work order.
13. Active/Inactive | Specify whether the resource is active or inactive when the resource master record is created. Values are: Blank: Active 1: Inactive
14. Percentage - Assignment | Specify the default assignment percentage to use when you create a resource master record. The system uses this information to determine what proportion of a resource's time to allocate to a task.
15. Time Zone | Specify the default time zone to use when you create a resource master record. This feature is scheduled for a future release.
16. Daylight Savings Rule | Specify the default daylight savings rule for the system to use when creating a resource master record. Use of the daylight savings rule when the system displays date and time for resources is scheduled for a future release.

Defaults - Attributes

These processing options control the default resource attributes that the system uses to update the F48310 table.

1. Resource Attribute 01 through 20. Resource Attribute 20 | Specify the default resource attribute to use when you create a resource master record. The system uses this information to classify resources for specific scheduling requirements. Enter value ranges from UDC 48/01–UDC48/20 (Resource Attribute 01 through Resource Attribute 20).

### Assigning Resources to a Crew

This section provides an overview of assigning resources to a crew and discusses how to assign a resource to a crew.

#### Understanding Assigning Resources to a Crew

When the crew is set up, you must assign individual resources to the crew. Each resource that you assign to a crew is set up in the Resource Master program and linked to the crew by completing the associated Crew field. You can assign multiple resources to a crew based on the number of individuals who are qualified to work the particular craft. You also define the lead craft (trade) of the individual resources on the Resource Master record for use in crew scheduling and work assignments.

#### Form Used to Assign a Resource to a Crew

Form Name | FormID | Navigation | Usage
Resource Master Revisions | W48310C | Periodic Resource Assignments Processing (G13RA20), Resource Master. On the Work With Address Book Resources form, select a record and then click Select. | Assign a resource to a crew. View and assign a resource to a crew by completing the Crew field. Select a Lead Craft to associate with the resource.

#### Assigning a Resource to a Crew

Access the Resource Master Revisions form.

Note. You must enter the crew as a resource before you can associate the crew with an individual or asset resource.

Crew | Specify the address book number of the default crew to use when you create a resource master record.
Lead Craft | Specify the default, alphanumeric code for the lead craft that is required to complete the work. The system uses the value that you enter as the default craft (work center) when you add new labor detail records to a work order. For example, if you specify on the work order that someone with a particular lead craft must complete the task, the system assigns to that task only those resources whose lead craft matches that of the task.