The General tab contains a section for the basic information about the Resource, as well as the Responsibilities and Associations sections.

What is this Resource?

This table below describes the fields of this section.

Field Description
User The name of the user
Parent Organization Unit The Organization Unit under which this Resource is nested.
First Name First Name of the user.
Middle Name Middle Name of the user.
Last Name Last Name of the user.
Email Email of the user.
Phone Number Phone number of the user.
Identifier The Unique Identifier of this Resource. This serves to uniquely identify the Resource as per your company protocol.
Description This field describes the Resource in detail. The rich text format allows for text formatting, images, URLs, tables, etc.

Which Roles does this Resource have?

Resources have one or many Roles in the Organization. In this section, the Web Modeler can assign the roles for a resource.

1. Navigate to the “Select a Role” field

2. Type the name of the Role you want to associate. From the search suggestions, click to select the Role you want to associate.

3. The Role(s) will appear in a table displaying the name of the role, and its status


Since the Associations section is common to many EPC objects, the instructions have been centralized in the Associations section of the user manual. You can find direct links to instructions for specific sections below.

Section Instructions
Which Documents are used? Associate Documents


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