Managers Guide
The guide for manager actions in the resource.cores.utah.edu system
Order Management
Approving an event order
Group managers can alter the billing status of individual events from the calendar event details ...
Approving a single order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Batch approving orders
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Adding a line item order batch
For groups that need to add large numbers of line item orders there is a Batch Upload form availa...
Altering an order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Refund / Discount Process
For historical reasons orders cannot be voided or deleted from the system. Occasionally mistakes ...
Excluding an order
Click on the "Manage" icon in the top bar Click on "Manage Approvals" Click on the button for...
Managing User Permissions
Generating Reports
Accessing Invoices
Sending Messages / Broadcasts
Auditing Charges
Tags / Advanced Functionality Configuration
Overview Some records can be configured with advanced functionality by applying tags in the reco...
Managing Services
Service Configuration Overview
Types The resource system supports 3 general types of services: Blue services can only be confi...
Scheduled Service Configuration
Scheduled services for the resource system represent an order for services that are intended to t...
Line Item Service Configuration
Line Item services for the resource system represent an order for services that have an item quan...
Order Form Service Configuration
Line Item services for the resource system represent an order for services that have an item quan...
Black Box Sample Processing Service Config
Black Box Sample Processing (BBSP) services for the resource system represent an order for servic...
Data Collection Form Config
Black Box Sample Processing (BBSP) services for the resource system represent an order for servic...
Webhook / Interlock Configuration
Overview Occasionally it can be desirable to trigger remote actions in response to actions that ...
Walkup Service Configuration
For services that are publicly accessible and do not need to be scheduled in advance the resource...
Data Collection Form Sub-system
Creating a Data Collection Form
Creating a new service A new service can be created by clicking the "Create New Service" button ...
Signature Blocks
Custom Data Forms can be used to collect approvals from anyone who has an email address. The emai...
Custom Form Configuration Overview
Custom data collection forms can be configured to collect any desired data including digital sign...
Managing News
Quote System
Creating a Quote
To create a quote for a facility a user must be listed as a manager on that facility. Users may b...
Managing Existing Quotes
Quote States Quotes may be in one of 6 states: Creating - All unsent quotes in the process of...
Module Overview
External users often have a need for a PDF quote for services prior to starting a project. Using ...
Quote Process Flow
Quotes will generally follow the process below: Creation - A quote is generated by the facilit...