Back to Table of Contents

Resource status - out of management

Removing an asset or resource from the active list

Setting a resource (building, room etc) as 'out of management' to remove it from the active list. This can be set to temporarily or permanently remove a location from the active list of locations whilst retaining any history that attaches to it. Any location that is out of management or has an action lock will NOT show on selection lists.

Go to the relevant location

Start on the record for the location that you wish to take out of management.
Select the events tab.
Click the New event button.

Confirm event type

To put a location out of management, select out of management and click OK

Confirm details

Confirm the start date and add notes as required. Note that the out of management and action lock check boxes are both automatically set for out of management events to confirm that no new actions will be allowed for this location.

Optionally an end date can be entered in which case the location will be unlocked again after the end date.
Click Confirm to continue.

Confirm impact on contained sub-resources

Normally you would want to flow any action lock down to all sub-resources of the current location. Click Yes to confirm.

Out of management event added to events list for resource

The events list will for the location will now show the new out of management event.

Status change

When you next visit this location the status will show out of management.
Note that the alert is showing also (1) - click the alert indicator to see the details of the alert.

Alert details

The alert details will confirm that there is a current action lock on this location.