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.
To automatically update the fields below on all other resource requests in the resource request set, when a specific resource request is staffed, select use-resource-request-sets and then select Update Related Resource Requests on each resource request record in the set:
- Related Resource Request Staffed On
- Resource Request Set
- Staffed Related Resource Request
- Status
Set to “Assigned” on the resource request that is assigned, all other resource requests are set to “Canceled”.
To create a resource request set:
- Click Create Resource Request Set on the detail page of the resource request that you want to be the master resource request.
- If required, choose an alternative master resource request.
- Select the number of copies of the master resource request to add to the resource request set.
- Click Add Copies of Master Resource Request.
- 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.