Adding supplemental resources

1. Access the FACTS Entry program needed.
2. After you have entered or accessed record, select the Supplemental Resource Manager icon located at the header or line item area of the screen.

3. Click Add to launch the Resource Selector (SMC915) program or drag and drop a group of files and/or folders on to the line browser to launch the Resource Selector and pre-load the dropped files.
4. When new resources are added to the grid, the Defaults Settings are initially applied.
5. Complete the “Entity” fields for the entity you want to add resources to.
6. Specify the File\Folder\URL field by typing in the full path to a file, typing in a URL, typing in a directory, dragging and dropping files or folders onto the field, or browsing for a single file.
7. The browser has the option to filter results based on the “extension filter” field in the header and any extensions defined in the SMRTYP file if desired. If the type is a URL, you must type in the URL of the resource. If the type is a file, you can use the browse button to navigate to a file.
8. When your selections are made, click Add to Grid to begin the process of adding the resources to the grid. The resources will be added to the grid according the settings in the “Defaults” section. The default settings for “Internal”, “Encrypted”, “Security Code”, “Extension filters”, “Include Resource Type Extensions” and the setting for the resource type (file or link) will be kept in a user preference file.
9. The resources are added to the grid according the settings in the “Defaults” section. Each entry in the grid can be edited for further control of how each resource will be added. You can specify these information using the fields in the grid:
   Select check box – whether this line should be processed when you click the Process Grid button
   Type –URL or File in the drop down.
   Source Location –the directory name of resource for Files, enter the full URL name for URLs
   Filename –the file name of the resource file, blank if URL.
   Description – the description of resource
   Internal check box –whether this resource will be an ISR (The setting is ESR, if unchecked)
   Encrypted check box –whether this resource will be an ERF (must also be an ISR)
   Delete check box – indicates whether the original source file will be deleted when the resource is successfully processed.
   Entity Type - Entity type for this resource.
   Entity – the entity for this resource.
   Overwrite check box –whether the selected resource should replace any existing resource of the same name for the same entity, disabled if resource does not exist.
   Security Code – the security code required for this resource to be visible in the Resource Manager.
   Status – the status of current line in regards to validation and import results: “ready to import” - entries are valid for the line, “missing information – {missing info}” - some required fields are missing, or “failed import – {reason}” – failed to import for reason specified.
10. When all selections are made, click Process Grid to add the resources selected for import to FACTS. All lines are validated at this point. Any resources not successfully imported will remain in the grid and the status field in the grid will be updated to show the issue with the line.
    
11. (Optional) You can also delete the currently selected line in the grid, or clear the entire grid.