Close an active resource

When a resource home is no longer providing services to the Department, you close the resource record.

Follow these steps to close a resource home:

  1. From the Home screen, click the Resource tab. The Resource Home Workload screen appears.

  2. Click next to your name or click your name link. The system displays the your assigned resources.

  3. Click the select link for the resource provider you want to view. The Resource Overview screen appears.

  4. Click the Maintain Resource Information link. The Resource Information screen Basic tab appears.

  5. Click Add C/OH/SA. The Resource Status Information screen appears.

  6. In the Resource Status box, select Closed.

  7. In the Reason box, enter the reason for closing this resource home.

  8. In the Begin Date box, enter the date when this closure starts.

  9. Click OK. You are returned to the Basic tab.

  10. Click Save to save the changes. You are returned to the Resource Overview screen.  

If necessary, the resource record can be re-opened if the resource wants to start providing services to the Department again. To re-activate a closed resource, you must record an inquiry. Once the inquiry record is complete, you can link it to the previously existing resource record.