Resources Overview

What are Resources? Resources are documents such as Microsoft Word, Microsoft Excel and PDF's that mobile users can access via the Resources section on the mpro5 web app. Web users can also access them via the Resources tile on the website.

Resources Explained

There are several different resource types that you can import into the system via the website. It’s very important where you add the resource as to where you want to see it on the app. For example, if you add a resource to a job, then you will only see it via that job as a related document on the mobile app.

Here’s a breakdown of the different areas where you can create resources against and where you will find them:

Resource Type	Data Type
Global	When adding a document as a Global Resource, it will be available on the main Resources area of the mobile app for everyone to see and access.
Job Type	When adding a document as a Job Type Resource, it is added to a Job Type. So, if a Job Type has a Form against it, it will also have this document as a related document on the mobile app. In the case, you would add it to a Job Type and then all the jobs that share the Job Type would get the Resource
Form	When adding a document as a Form Resource, it is added as a related document to a form. So, whoever has access to the form will also have access to the document.
Customer	When adding a document as a Customer Resource, it will be available for the web users in the Resources area of the website that have access to the customer it has been added to.
Site	When adding a document as a Site Resource, it will be available for the web users in the Resources area on the Site itself on the website.
Job	When adding a document as a Job Resource, the mobile user who has the job assigned to them will see it as a related document on the mobile app. This would usually be a manual tasks on individual jobs so different to the Job Type Resource as lots of jobs could share the Job Type.

View a Resource

You can view any uploaded Resources on the website.

Please follow the below to get familiar with Resources. Our guides will always assume that you are logged into the website already.

Select the Resources tile from the main home screen or from the sidebar on the left hand side.
Select Resources from the dropdown
You can enter some criteria into the filter to view a specific resource or you can select the Apply button to run a full search. Once the search is finished, you can filter further using the column headers to return specific documents by name or uploaded date etc
Once you have searched & found the document you wish to view, click onto the file button (page icon) which opens a new tab where you can view the resource document.

Note: This will only be available to access if you have the appropriate web permissions and access groups applied to your web account. Also, you will need to ensure you have installed any applications that are require to open document types such as PDF's, Word, Excel etc.

Adding a Resource

Adding a document is very straight forward. Follow the above first to get to Resources area and then follow the below:

Click on the plus icon to add a new document.
A pop-up box will appear with the below fields:
Once you have filled in all the fields required and uploaded the document to the pop-up box, you can click Update which will upload to the system. You will then find the document in the specified area.

Field Name	Data Type
Description	This is the name of the document you would like it to display in mpro5.
File	This is where you select the file that you want to upload.
Media	This is where you can assign media to it like a thumbnail image or icon.
Category	You can type a Category name in here to create a new one or select an existing category from the dropdown (this is used if you want to organise resources into Categories).
Enabled	This must be toggles on for you to be able to see the document in areas of the mobile app and website otherwise it won't be visible to anyone.
Resource Type	This is where you select the type of resource that you want it to be applied to. (eg Global/Job Type/Form/Customer/Site/Job which was explained earlier in the Overview)

Edit a Resource

You can edit any and all resources. Our guides will always assume that you are logged into the website already. To access this area and to edit your uploaded documents please follow the below:

You can set a search criteria to view a specific resource or you can click onto the close button and filter on the column headings to return specific documents.
Once you have found the document that you're looking for, select the Edit button.

3. Now the options to change will be different depending on what Resource type it is, for example, a customer type will allow you to change the customer as a Job Type Resource type will allow you to change the Job Type etc. We have used a Global Resource type on this example.

Just select into whichever fields or dropdowns you want to change and then select Update to save it.

If you are disabling the document, click onto the highlighted toggle button to disable.