A. Click on “Manage PI” >> “Resources”
Create custom groups of Users, Stores, Cities, Modules which also act as custom filters (eg. Stores by region, cities, etc.; user groups by city, function, etc.)
B. Create Resources
Map your organizational hierarchy
As an organization, you are probably organized in form of Regions, Brands or Business units with one or more layers within each region, Brand or Business unit.
You can map this internal classification or hierarchy on Wooqer and use it for managing access rights or viewing reports by classifying your units (or stores/ restaurants) on Wooqer into Resources.
Start by creating Resources on Units (Simple Resources) andthen cluster these simple resources together by creating Resource(s) on Resources.
Example: Let's take the case of an organization is divided into 4 regions with each region managing 5 Districts and each District managing 10 Units. Also, the organization consists of 2 Brands: A and B with some units in each District belonging to Brand A and some to Brand B. To map this hierarchy on Wooqer, we will do the following:
- Create a Resource for each District with Resource type: 'Unit' (or Store/ Restaurant) and add Business Units into the Resource for the respective District. Add the District Managers as Resource Manager for the respective District. Save.
- Then, we go on creating Resources for each Region with Resource Type: 'Resource' and add Districts into the respective Regions. Add the Regional Managers as Resource Manager for the respective Region. Save.
- Create a Resource for each Brand with Resource Type: 'Unit' and add the units of a Brand into the respective Brand Resource. Add the Brand Managers as Resource Manager for the respective Brand. Save.
Once you are done creating the Resources, remember to activate them by clicking on the 'change' button below 'Inactive'. A Resource needs to be active to be usable. Once the Resource has outlived its utility you can come back and deactivate it by using the same 'change' button.
Adding Resource Managers is not mandatory.
Create User lists for communication and assignment
You can create user lists by creating Resources using Resource type: 'User'. Such resources can be used as User lists for communication using Wooqer Talk or even for module an/or survey assignments
- Go to Manage PI >> 'Resources'
- Click on 'Add New' on top right corner and start creating a Resource
- Resource name: User list name
- Resource type: 'User'.
- Select users who you want to include as part of this user list
- Add a Resource Manager if any. This is however not mandatory.
- Click on the 'change' button below 'Inactive' to change status to 'Active'
The User list os now ready. You can access it for Talks by clicking on 'User list'. The resource needs to be active for it to show under User lists.