Resource Sub Menus

To apply Rates and Availability, Client Rates Groups are required. To Add a new Client Rates Group to a Resource, perform the following:   1. Select a Resource from the Resource List and click the "Rates and Availability" button in the Ribbon Menu.... Read More

There may be occasions when a tiered structure for certain Resources is required. A tiered structure is where a Head Office or Tier 1 has one or more Branches or Tier 2s underneath it. External Resources are split into to Head Offices and Branches... Read More

The Account Codes screen shows the different Accounts Codes against the selected Resource and the dates they are valid from. These are usually used by Clients to enable them to link Ostara to their own finance systems. If there is only one Client,... Read More

Resources may sometimes need to/be required to upload documents, such as terms and conditions or performance reviews. These can be held against the Resource in the system and accessed at any time (when needed and if the User has the correct... Read More

As well as viewing and editing External and Internal Resource, there are a few more functions within the Resource module such as adding documents, creating Branches or Tier 2 Resources and adding Work Orders to the Planner. These functions can be... Read More

There maybe times where certain Contacts may be more appropriate to contact over others, so some prioritisation will be needed. The "Prioritise Contacts" button can be used to resolve this.    1. Upon clicking the "Prioritise Contacts" button, the... Read More

The Cost Codes screen shows the different Cost Codes against the selected Resource and the dates they are valid from. These are usually used by Clients to enable them to link Ostara to their own finance systems. If there is only one Client, this... Read More