Creating Resource Request Sets

You can create a resource request set on the Manage Resource Request Sets page. You can also add new copies of the master resource request to the set and delete resource requests in a resource request set on this page.

Tip:

To automatically update the Staffed fields of all other resource requests in the resource request set when a specific resource request is staffed, select Update Related Resource Requests on each resource request record in the set.

To create a resource request set:

  1. Click Create Resource Request Set on the detail page of the resource request that you want to be the master resource request.
  2. If required, choose an alternative Master Resource Request.
  3. Select the number of copies of the master resource request to add to the resource request set.
  4. Click Add Copies of Master Resource Request.
    Note: Note
    This creates the resource request set if one does not already exist for the selected resource request.
  5. To save your changes, click Done. If you do not want to save your changes, click the resource request link to return to the resource request.