Infor Public Sector Resources Administration Guide

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About this guide
Related topics
Resources overview
Contacts
Creating a contact record
Contacts tree nodes
Contact information records
Creating a contact information record
Agency contractors
Recording contact DBA names
Recording contact aliases
Linking duplicate contacts
Recording contact relationships
Entering contact licenses
Adding contact insurance information
Contact language
Creating a web user for a contact
Creating a portal user for a contact
Additional contact properties
Adding contact notifications
Viewing contact communications
Addresses
Address types
Addresses tree nodes
Adding a street name
Creating an address
Creating address relationships
Address data
Linking addresses to parcels
Linking a parcel to an address
Recording address activity areas
Recording an address lien
Recording an address notice
Associating assets with an address
Associating a contact with an address
Defining asset positions
Address updates
Creating a new version of an address
Updating addresses in bulk
Address bulk update fields
Cleaning up addresses
Joining addresses
Deleting addresses
USPS address validation
Enabling USPS address validation
Localized addresses
United States addresses
Canadian addresses
United Kingdom addresses
Australian addresses
New Zealand addresses
South African addresses
Japanese addresses
Additional address properties
Parcels
Creating a parcel record
Parcels tree nodes
Recording parcel activity areas
Linking an address to a parcel
Associating a contact with a parcel
Adding a district to a parcel
Recording a parcel easement
Recording a parcel's land use
Recording parcel valuations
Recording a log entry for a parcel
Recording a parcel notice
Recording parcel zoning information
Parcel bulk processing
Updating parcels in bulk
Adding associated records
Updating associated records
Replacing associated records
Linking addresses to parcels
Parcel relationships
Consolidating parcels
Subdividing parcels
Adding a parent parcel
Adding a child parcel
Creating a new version of a parcel
Properties
Creating a property record
Properties tree nodes
Creating a new version of a property
Recording property activity areas
Linking an address to a property
Linking a parcel to a property
Associating an asset with a property
Associating a contact with a property
Adding a district to a property
Recording property zoning information
Recording a property's land use
Recording property valuations
Adding parent and child properties
Recording a property lien
Recording a property notice
Employees
Employees tree nodes
Creating an employee record
Cloning an employee record
HR Talent integration
Supervisors
Setting a PIN
Inspectors
Employee data
Recording an employee's job classifications
Recording an employee's qualifications
Recording an employee's availability
Assigning employees to activity areas
Recording an employee's organizational assignments
Recording employee pay and benefits rates
Assigning resources to an employee
Timesheets
Recording work order labor
Recording service request labor
Recording asset inspection labor
Recording other labor
Recording employee leave
Expiring an employee record
Holidays
Adding a holiday
Changing a holiday name
Budgets
Accounting periods
Adding accounting periods
Deleting accounting periods
Budget segments
Defining budget number segments
Budget numbers
Defining a budget number
Expiring budget numbers
Activating budget numbers
CASS certification
Scheduling
Resource pools
Resource Pools tree nodes
Defining a resource pool
Adding a resource to a resource pool
Changing assignment order
Usage groups
Usage Groups tree nodes
Defining a usage group
Adding a resource to a usage group
Viewing your schedule
Viewing employee schedules
Calendar options
Calendar integration
Configuring the calendar integration
Connecting to a mail service and synchronizing calendars
Calendar-based assignments
Map Drawer for Resources
Map Drawer for Contact and Property Browser
Map Drawer for Property InfoViewer
Map Drawer for Lookup Addresses
Map Drawer for Address InfoViewer
Map Drawer for Lookup Parcels
Map Drawer for Parcel InfoViewer
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