> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/resource-management/the-resource-profile.md). # The Resource Profile The **Resource** data object supports two Salesforce record types, including `Resource` and `Asset` with the following definitions. **Assets** are considered non-human resources such as rooms, cars, and medical equipment and carry some attributes only found on the asset, as shown below.

The related lists, such as `Availability` are shared across both **Resource** record types so these can be rostered and filtered in exactly the same way. **Resources** are the care workers or clinicians working directly with your participants. We have defined Resources in Maica using a Salesforce custom object called `Resource` which is linked to a standard Salesforce object called `User`. A user is the profiles with which a person logs onto Salesforce and therefore the connection between `Resource` and `User` essentially means that each `Resource` (or care worker) will have a corresponding `User` profile in Salesforce. {% hint style="info" %} Resources being linked to Salesforce users provides access not only to the core Salesforce and Maica Client Care solution but also Salesforce's mobile application, Salesforce1. {% endhint %}

There are two parts to managing Resources, the first one focuses on a range of attributes and the second one is a bunch of related information as described within this article. ### Resource Attributes Resource attributes are fields that are stored against the Resource profile, for example `Gender` or `Primary Language`. **Maica Client Care** ships with a number of these attributes, as shown in the table below, and these can easily be extended using Salesforce's standard toolset.

Field Name	Field Type	Notes
Active	Checkbox	Is the Resource active or not.
Birthdate	Date
Gender	Picklist
Age	Formula Field	Derived from Birthdate
Age Group	Formula Field	Derived from Birthdate
Primary Language	Picklist
Mobile	Number
Phone	Number
Email	Email
Address	Address Fields
Timezone	Picklist
ID Number	Text
Start Date	Date
End Date	Date
Employment Category	Picklist
Employment Type	Picklist
Induction Complete	Checkbox
Position	Picklist (Multi-Select)
Location	Lookup to Location
Daily Hours Limit	Number	Used in Rostering
Weekly Hours Limit	Number	Used in Rostering
Weekly Hours Minimum	Number	Used in Rostering
Maximum Client Number	Number
Number of Clients	Formula Field	Derived from Number of Clients
Schedule Notification	Picklist

{% hint style="info" %} All standard **Maica Client Care** pick list values can be extended to suit your needs. {% endhint %} ### Resource Related Information In addition to the standard attributes described above, Maica Client Care also provides a variety of related information to further manage the configuration of a Resource. #### Resource Participants There are use case in which Resource (or Care Workers) are assigned a number of Participants to manage. This typically means that they are responsible for all interactions, scheduling and caring for those Participants. The `Resource Participants` related list allows for the management of Participants being assigned to Resources, as shown below.

This shows that Lucal Milne (Participant) is being managed by Street Steve (Resource)

The added benefit of this structure is to also see what Resources are managing a particular Participant as can be seen below. This means, if multiple Resources are caring for a given Participant, this list can be shown directly on the Participant profile.

#### Skills Maica Client Care offers the ability to globally record a set of Skills such as `Driving a Car` or `Administering Medicine`. Those Skills can then be assigned to Resources via the `Resource Skills` related list as shown below. Once Skills have been recorded, they are used in our [rostering algorithm](/resource-management/resources-rostering.md).

To allocate a new Skill to a Resource, simply click the `New` button at the top right to get started. #### Availability The purpose of Availability is to record when a particular Resource is available for accepting either Shifts or Appointments. **Maica Client Care** constructs Availability by referencing a record called `Operating Hour` (shown below) which stipulates the hours of work as well as the weekday these hours apply. This, in return, allows for an easier configuration of Resource Availability as **Maica Client Care** will simply link to `Operating Hours` for a centrally managed set of working times within an organisation.

Once we have a set of standard `Operating Hour` records, all that now needs to happen is refer to these within any given Resource `Availability` record to make this `Operating Hour` relevant to the selected Resource. {% hint style="info" %} If `Operating Hours` ever change, simply change the organisational `Operating Hour` record rather than needing to adjust working hours for each Resource. {% endhint %}

#### Unavailability Sometimes the need arises to record exceptions to the `Availability`; in those cases, we use the `Unavailability` data object which allows Resources to self-manage their unavailability using the Salesforce1 mobile application. {% hint style="info" %} We would expect that Resources would manage their own `Unavailability` using the Salesforce1 application. {% endhint %}