Create a Resource Group in Task Manager
Table of Contents
A resource group is a group that has related resources to make it simpler to track, monitor, and apply settings across multiple resources. Customize forms with resource tables and dropdown menus for a venue in staff view.
Steps:
1. Create the resources for the resource group
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click on the Resources tab on the side bar.
3. Create the desired resource for your group:
4. Go to the Overview section and view the resources added.
2. Create a resource group for the resources
1. Go to the Resource Groups section.
2. Click on the desired resource type you would like to create a group for.
3. Click Creat/Edit.
4. Type in the Resource Group Name and select the Food Item Category or click Add new to add a new food item group category. Click + Add Food Items.
5. Add food items to the group. Click + Add item.
6. Click Save Food Item Group.
NOTE
Ensure you add all the desired food items to the group.
7. View food item groups added.
3. Create a custom form for the resource group
1. Click on the Forms tab on the side bar.
2. Click on Creat/Edit Forms - Checklists - Inspections.
3. Click on Custom Form.
4. Click Create/Edit.
5. Type Custom Form Name.
6. Click + Add Field.
7. Click Resource to add field type.
8. Type Field Name and select Resource type.
9. Click + Add Field.
10. Click Resource Group to add field type.
11. Type Field Name, select Resource Type and Resource Group Category.
OPTIONAL: Add subforms or additional fields
1. Click Add Subform.
2. Type Custom Form Name.
3. Click on + Add Field.
4. Click Date to add field type.
5. Type Field Name and click + Add Field.
6. Click Food Item Batch to add field type.
7. Type Field Name and Click Save when done.
8. Click + Add Field.
9. Click Signature to add field type.
10. Type Field Name and click Save when done.
12. Click Save when done.
13. Click + Add to Profile for the compliance profile.
14. Adjust the Order the form will appear, then click Save Changes.
15. View the form profile added.
4. View the resource group form for a venue in staff view
1. Click X to close.
2. Click on the Venues tab on the side bar.
3. Click on Go To Venue (box arrow in right icon).
4. Click on Forms.
5. Click on the resource group form created.
6. View the resource group form.
For additional assistance, contact supporttm@ncco.com
