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Template:Rms manual rms create resource code: Difference between revisions

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==Create resource code==
Alternatively, to transfer resources you can use resource codes (previously known as ''credit codes'').
Alternatively, to transfer resources you can use resource codes (previously known as ''credit codes'').


===From company details page===
To create a code for desired resource, navigate to [[RMS Companies|Companies]] page under Administration section.
To create a code for desired resource, navigate to [[RMS Companies|Companies]] page under Administration section.
#In the [[RMS Companies|Companies Page]] click on '''View company details''' [[File:Rmsinfo.png|16px]] on the company you want to create resource code.
#Navigate to '''Resources''' tab and open '''Codes''' section. <br>[[File:RMS Company details codes.png|border]]
#Click on [[File:Action button.png|border]] and select "'''+ Create code'''".
#In Create new code action window select:
##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
##Amount of resources you will move.
##Optionally, you can type in comment for easier management.
##Click on '''Create''' button to execute the action.
[[File:Rmsusers16.png|border|class=tlt-border]]


[[File:RMS manual create credit code action.png|border|class=tlt-border]]
Your newly created code will immediately appear in this section.
#There, next to <span style="color:#0455a4">'''+ADD'''</span> button click on arrow to view more actions.
 
#Click on '''Create code'''.<br><span style="color:red">'''Note:'''</span> ''creating code from '''Companies''' page will use resources of company to which the current user belongs. If you desire to create code on '''specific sub-company''' and use its resources instead, do the action from [[RMS Company details#Codes|Company's details page]] on desired company.''
'''<span style="color:#0455a4"><big>Important!</big></span>'''
* The code will belong '''to the company on which company details the code was created'''.
===From resources page===
To create a code for desired resource, navigate to [[RMS Resources|Resources]] page under Administration section.
#Open '''Codes''' section. <br>[[File:RMS Resources page codes.png|border]]
#Click on [[File:Action button.png|border]] and select "'''+ Create code'''".
#In Create new code action window select:
#In Create new code action window select:
##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
##Amount of resources you will move.
##Amount of resources you will move.
##Optionally, you can type in comment.
##Optionally, you can type in comment for easier management.
##Click on <span style="color:#0455a4">'''CREATE'''</span> button to execute the action.
##Click on '''Create''' button to execute the action.
[[File:Rmsusers16.png|border|class=tlt-border]]
[[File:Rmsusers16.png|border|class=tlt-border]]
Your newly created code will immediately appear in this section.
'''<span style="color:#0455a4"><big>Important!</big></span>'''
* The code will belong '''to the company to which your user belongs'''.

Latest revision as of 10:10, 26 March 2025

Create resource code

Alternatively, to transfer resources you can use resource codes (previously known as credit codes).

From company details page

To create a code for desired resource, navigate to Companies page under Administration section.

  1. In the Companies Page click on View company details on the company you want to create resource code.
  2. Navigate to Resources tab and open Codes section.
  3. Click on and select "+ Create code".
  4. In Create new code action window select:
    1. Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
    2. Amount of resources you will move.
    3. Optionally, you can type in comment for easier management.
    4. Click on Create button to execute the action.

Your newly created code will immediately appear in this section.

Important!

  • The code will belong to the company on which company details the code was created.

From resources page

To create a code for desired resource, navigate to Resources page under Administration section.

  1. Open Codes section.
  2. Click on and select "+ Create code".
  3. In Create new code action window select:
    1. Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
    2. Amount of resources you will move.
    3. Optionally, you can type in comment for easier management.
    4. Click on Create button to execute the action.

Your newly created code will immediately appear in this section.

Important!

  • The code will belong to the company to which your user belongs.
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