Manage Resource Categories Praxis Desk

Resource categories group your resources and have their own color to tell them apart in the list.

Benötigte Lizenz

This feature requires the Resources add-on for Praxis and Desk.

Where do I find resource categories?

Go to Settings → Calendar → Resources and switch to the Categories tab.

Prerequisites

• The Resources add-on is active.
• You have the Ressourcen-Kategorie: Erstellen, Bearbeiten, or Löschen permission, depending on the action.
• To reach the page from the menu, you also need the Ressourcen: Einstellungen permission.

Default categories

The first time you open this page, offisy automatically creates the categories Raum (Room type) and Gerät (Device type). You can't delete these two default categories – the Löschen (Delete) option is hidden for them in the row menu. Categories can be reordered via drag and drop.

Add a category

1. Click Kategorie hinzufügen (Add category).
2. Enter a Name.
3. Select a Type: Raum (Room), Gerät (Device), or Sonstiges (Other).
4. Choose a Color using the color picker.
5. Click Erstellen (Create).

Note: The type selection currently has no effect on categories you create yourself – only the name and color are saved. Only the two default categories, Raum and Gerät, have a fixed type. The Raum type is required for linking a resource to the waiting room TV only on those default categories.

Edit a category

1. Click the category you want to change.
2. Update the Name or Color.
3. Click Speichern (Save).

Delete a category

1. In the row menu of the category, click Löschen (Delete).
2. Confirm the action in the Kategorie löschen (Delete category) dialog.

Note: You can't delete the default categories Raum and Gerät. If you delete a category you created, its resources move to the Ohne Kategorie (Without category) group.