IROC Basic Training: Instructor Guide Resource Status Contents Instructor Guide Overview ................................................................................................................ 1 Objectives .............................................................................................................................................. 2 Overview ............................................................................................................................................ 2 Viewing Resource Status ..................................................................................................................... 3 Viewing Resource Details ................................................................................................................. 5 Setting Resource Availability ............................................................................................................ 6 Setting Resource Availability Area ................................................................................................... 6 Setting Resource Unavailability Periods .......................................................................................... 7 Key Terms and Additional Information ............................................................................................... 8 Resource Status ................................................................................................................................ 8 Resource Availability ........................................................................................................................ 9 Resource Availability Area ................................................................................................................ 9 Objectives Review and Closing ............................................................................................................ 8 Instructor Guide Overview This instructor guide is intended to be used with the Resource Status student guide and demo. The student guide follows the same format; encourage students to follow along and make notes. Additional instructor notes appear in boxes throughout this guide. When demonstrating the request screens and functions in IROC Portal, make sure you are logged in as a dispatcher so that functions and screens are consistent with that of the users in class. July 7, 2021 version 4.0 1 IROC Basic Training: Instructor Guide Resource Status Objectives Upon completion of this unit, you will be able to: • View resource status directly in IROC. • View the details for a resource. • Set the availability for a resource. • Set a resource available to a specific area. • Set resource availability periods. Overview Resources are the aircraft, crews, equipment, overhead, and supplies mobilized to incidents in IROC. Only dispatch managers can create a resource. However, all dispatchers can view resource information and set resource status. This guide describes how dispatchers can view and set resource status within IROC, as well as how to view the details associated with a resource. Refer to Resource Status Key Terms at the end of this document for explanations of status types. This training module is limited to viewing and setting resource status within the Resources workspace. Other features in this workspace will be covered in the Creating Resources and Maintaining Resources training materials in the IROC Advanced Course. Walk students through the Resources workspace and demonstrate how dispatchers can quickly and easily determine resource status and take desired actions on those resources. As you do the walk-through, reinforce common workspace functions, such as search and filter, as well as the icons found throughout the workspace, such as the Download icon. Notes: • All items marked with an asterisk ( ) in IROC are required. • Clicking the Information icon ( ) will open a screen with details for the related record. Tips: • Unless otherwise noted, you can type directly in each field. In drop-down menus, IROC will perform a type-ahead search to narrow down the choices in the list. • In most drop-down fields, you can clear information by clicking the small x in that field, or simply select a new item from the drop-down. July 7, 2021 version 4.0 2 IROC Basic Training: Instructor Guide Resource Status Viewing Resource Status Show the IROC Portal homepage. You may want to review homepage concepts that were covered in the Navigating the IROC Portal video, such as content selectors, list selectors, action tiles, and workspaces. From the homepage, walk through the steps to access the Resources workspace, as listed below. Refer students to the example “Dispatcher Nancy” scenarios for examples of how to view and modify resource status. This section describes how to view the status of a resource from within the various workspaces. Example Scenario: Dispatcher Nancy wants to find all overhead resources listed as returned from assignment that need to be updated to available. In the Resources action tile, she clicks the blue Overhead link, which populates the list view in the workspace below. She selects Returned From Assignment from the Resource Status search bar, filtering the list for only overhead resources with the desired status. 1 In IROC Portal, select the appropriate dispatch center from the Dispatch content selector. 2 Click the desired Resource link in the Resources action tile to open the related workspace on the bottom portion of your screen. If students selected something other than All Catalogs from the Catalog content selector, they will see different information. Reinforce the idea that selecting an item from the Catalog content selector filters not only the information shown in the Resources, Pending Request, and Request action tiles but also in the Resources workspace. July 7, 2021 version 4.0 3 IROC Basic Training: Instructor Guide Resource Status 3 To filter your list to include any specific status, use the search bar in the Resource Status column. a Click on the Resource Status column header to sort the items in the field in ascending or descending alphabetical order. b Click in search field immediately beneath the Resource Status column header. Select a status from the drop-down to filter the list, showing only items that match your criteria. To remove the filter, click in the drop-down again and select the (first) blank space. For other columns, such as Incident or Request, you can type search terms in the field and press Enter. 4 Click on the blue Operational Name link in a record from the list view to move to the accordion view workspace. Here, the status is listed beneath the resource name in the list on the left. It is also displayed in the Status field of the General Information tab on the right. July 7, 2021 version 4.0 4 IROC Basic Training: Instructor Guide Resource Status Viewing Resource Details This is a good opportunity to review information available in the Resources accordion view. Remind users that to move between list view and accordion view, simply double-click on a record in the list. Example Scenario: Dispatcher Nancy wants to download a report of all assignments for a crew resource. She selects the resource in list view and clicks on the blue Operational Name link to navigate to the Assignment History tab in accordion view. She clicks the Menu icon ( ) to download the report as a PDF document. She could also choose Microsoft Excel or CSV as the report format. 1 Navigate to the Resource Details accordion view. 2 The accordion view fields will vary depending on the Resource category. 3 Click a tab in the Resource Details pane to view the related information. The default is to have the General Information tab expanded. Note: Many tabs (such as the list on the Organization tab) have information that is read- only; it cannot be modified. However, for all tables (such as on the Qualifications tab), you can use column head sort and right-click functions to sort or filter the list. You can also download the information by clicking the Menu icon ( ). a General information – A read-only form showing details about a specific resource, such as operational name, dispatch organization, status and system of record. The information on this tab cannot be modified by dispatchers. b Additional Attributes – A read-only list of additional attributes for a resource. c Assignment History – A table showing the assignment history for a resource. d Auto Documentation – A table showing all record activity for a resource. e Contracts – A table showing all contracts associated with a resource. f Documentation – Type text in the Documentation field and click Submit. Click Export to PDF to save this information as a Resource List report. g Features – A read-only list of features associated with a resource. h Organizations – A read-only list of all organizations associated with a resource. i Qualifications – A table showing all qualifications for a resource. j Rosters – A table showing all rosters associated with a resource. k Unavailability – See Setting Resource Unavailability Periods for more information. For more information on how to view, filter, or download information in the tabs, refer to the Navigating the IROC Portal Student Guide. July 7, 2021 version 4.0 5 IROC Basic Training: Instructor Guide Resource Status Setting Resource Availability In the Resources list view workspace, dispatchers can set resource availability to one or more items. Example Scenario: After filtering the list to show resources returned from assignment, Dispatcher