1. Introduction
The Resource Management Module allows administrators to create, maintain, and manage resources within the system. Resources can be Employees, Machines, or Tools.

When a new resource is added:
- Employee records can be assigned Factory or Admin & Factory roles.
- Machine records represent any production equipment.
- Tool records represent any tool required in the production process.
The module is divided into two main sections:
- Resource Data (Section 1)
- Resource List and Search (Section 2)
2. Section – Resource Data
This section allows creating new resources or editing existing ones.
2.1 Fields
| Field | Description |
|---|---|
| ID | Automatically assigned by the software. Read-only field. |
| Name | Free text field for entering the resource name. |
| Intensity | Number of units of the resource. |
| Capacity | Free text field, measured in hours. |
| Resource Type | Dropdown selection: choose between Employee, Machine, or Tool. |
| Shift | Monitors the number of shifts configured in the calendar. – If only 1 shift exists, the field is not editable. – Otherwise, select 2nd or 3rd shift. |
| Total Capacity Hours | Calculated as: Shift × Capacity × Intensity |
2.2. Top Menu Actions
- New – Creates a new resource record.
- Edit – Modifies the selected resource.
- Copy – Copies an existing resource record and assigns a new ID.
- Save – Saves changes.
- Delete – Deletes the selected resource, only if no related data exists.
- Cancel – Cancels editing and restores the last loaded data.
3. Resource List
This section displays all existing resources in a table.
Users can:
- Select a resource to view or edit its details in Section 1.
- Filter the list using built-in search functions.
3.1 Filter Options
The filter appears as a pop-up window:
- ID – From–To range filter.
- Name – Free text search; supports partial text search (e.g.,
*). - Resource Type – Dropdown selection for Employee, Machine, or Tool.
Filtered results appear in the Section 2 table.
Click the Clear Filters icon in the table corner to remove all filters and display the full list.
3.2 Resource Unavailability Register
This section is active when the resource master data is editable.
- Resource – Automatically populated from the Resource Master register; cannot be modified.
- Date – Specify the period when the resource is unavailable.
- Reason – Select from the downtime reason database. <br> – This field is editable: if the reason is not listed, it can be entered manually and saved for future use.
3.3 Rules
- The system monitors the dates:
- If within the specified period → status Closed (cannot be scheduled for work).
- If outside the period → status Open.
- If the “End Date” field is empty → resource is unavailable. Filling it is required to reactivate the resource.
- The table must indicate both Open and Closed statuses.
- The system must track the number of hours the resource was unavailable – required for KPI calculations.
- Calculations consider calendar settings:
- If no weekend work → only weekdays counted.
- If multiple shifts → multiply hours by the number of shifts.
Example: One day lost in a three-shift schedule = 3 × 8h = 24h unavailable.
3.4 Table Columns
| Column | Description |
|---|---|
| Reason ID | Database ID of the downtime reason. |
| Reason Name | Description of the downtime reason. |
| From (Date) | Start date of unavailability. |
| To (Date) | End date of unavailability. |
| Work Hours | Number of unavailable hours, calculated based on shifts and calendar settings. |
This structure ensures:
✔ Clear management of Employees, Machines, and Tools
✔ Differentiation between Factory and Admin & Factory employee roles
✔ Complete tracking of resource unavailability for KPIs
✔ Easy filtering, search, and data management
✔ Accurate calculation of available capacity based on shifts, intensity, and calendar