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Resources

Conch edited this page Dec 3, 2023 · 1 revision

Resources

Resources are one of the main components of SimpleCTE. Resources allow users to manage known information about a resource that a partner can provide the school, or vice versa. For example, a resource could be a cooperative education opportunity with a local organization, or a scholarship that a student can apply for provided by an organization.

Resources only have a few fields, as they mainly shine in their ability to link Contacts and Organizations together. Resources can be linked to Contacts and Organizations through the Associated Resources table in the Contact and Organization View screens. Resources can also be linked to other Resources through the Associated Resources table in the Resource View screen.

While in an Organization View or Contact View screen, alt-clicking on a Resource in the table will reveal five options about managing Resources:

Option Description
View Resource Brings you to the View screen of the selected Resource.
Create Resource Creates a new Resource and links it to the current Contact or Organization.
Link Resource Links a specified Resource to the current Contact or Organization.
Unlink Resource Unlinks the selected Resource from the current Contact or Organization.
Delete Resource Deletes the selected Resource. This removes the resource for every linked object.

View the examples section for some examples of how to use Resources in a SimpleCTE database.

Resource Fields

Field Description Location
Name The name of the resource. Name field, action bar
Value The value of the resource. Value field, action bar
Organizations A table of all organizations associated with the resource. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Organization. Linking and unlinking organizations can also be done through the table's alt-click menu. Organizations table
Contacts A table of all contacts associated with the resource. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Contact. Linking and unlinking contacts can also be done through the table's alt-click menu. Contacts table

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