Open Entry Cards of Resources under Preparation

Use the Resources under Preparation submodule to open entry cards of resources under preparation.

To use the Resources under Preparation submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the entry card of a resource under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Resources under Preparation.
  3. On the grid toolbar, click 10 - Under preparation or 20 - Awaiting approval , as applicable.
  4. Highlight the resource under preparation that you want to open the entry card for.
  5. Click Open entry card .
  6. If you want to close the entry card, click Open entry card again.