View the resource workload and resource details

The Resource Home Workload screen displays all the resource homes assigned to a resource worker.  Supervisors will see the workloads of all workers on their team.  From the workload list, the resource worker or supervisor can select a resource home and view a summary of the provider in the Resource Overview screen.  A resource worker, supervisor, or other user with appropriate security can also view resource records not assigned to them via a Resource search.  The amount of resource provider information you can view or update depends on your user role This term will be found in the Participant’s grid of the all activity sources with the exception of External Assessment. This term refers only the selected person and their role in the activity source and not their person relationships. Those types of associations would be recorded in the Person Associations hyperlink only..  See also About resource information.

Follow these steps to view the resource workload and access the assigned resource home records.

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

2. Click next to worker's name or click the worker's name link. The system displays the worker's assigned resource homes.

3. Click the select link for the resource home you want to view or update. The Resource Overview screen appears. This screen contains links to a number of actions that can be completed for the record.

   • Maintain Resource Information – The Basic screen displays the resource name, resource types, resource status, and reference information. View members and member history on the Members tab. View the resource homes preferences on the Preferences tab.

   • Assignment History – Displays the list of workers who have been assigned to this resource.    

4. Click Save or Cancel to return to the Resource Home Workload screen.

Follow these steps to view a resource home that is assigned to another worker or closed, or to view a list of all homes that belong to a specified organization (i.e., region or agency):

1. Click the search link at the upper right-hand of the screen.

2. Click Resource Search. The Resource Search screen appears.

3. On the Resource Search screen, search by completing one or more of the search criteria details and clicking Search.  
   
   NOTE: If searching for a home in another region or agency, select that region or agency in the Organization list. If the region or agency the home belongs to is unknown, select the blank option (scroll to the very top of the list and click on the blank line).
   
   TIP: Searching Organization alone will produce broader results. Searching on member first name and last name or Resource ID will produce more specific results. Advanced search can be used to search for a specific address