Account Resources
Account Resources are documents and associated equipment shared across every project in an account. Common examples include personnel qualifications, certificates, standard operating procedures, hazardous area classification drawings, and company-wide reference materials. Items added here are available immediately in all projects — there is no need to upload the same document or re-enter the same associated equipment item in each project individually.
The Account Resources view is opened from the Account Resources button in the Accounts Page toolbar. It has its own URL (/Account/AccountResources) and contains two tabs: ASSOCIATED EQUIPMENT and DOCUMENTS.
ASSOCIATED EQUIPMENT Tab
Section titled “ASSOCIATED EQUIPMENT Tab”The ASSOCIATED EQUIPMENT tab is selected by default. It displays a grid of account-level associated equipment — glands, barriers, junction boxes, stopping plugs, adaptors, and other secondary devices shared across the account.
Toolbar
Section titled “Toolbar”| Button | Description |
|---|---|
| Select | Dropdown with Select All and Clear Selection for the current page within active filters. |
| Edit | Dropdown with bulk operations: Delete, Search / Replace, Undo, Archive. |
| Show Selection | Display only selected items. Other filters remain active. |
| Export to Excel | Export visible items to a spreadsheet. Respects current filter and sort settings. |
| View Archived | Show archived associated equipment |
| View Trashcan | View deleted items for recovery |
| Add | Create a new associated equipment record. Fill in the new row’s fields, then click Save. |
| Save | Save pending changes |
| Discard | Cancel unsaved changes |
Cells with pending unsaved changes highlight in yellow. The Save button commits changes; Discard cancels them.
Grid Columns
Section titled “Grid Columns”The grid shares the same column structure as the project-level Associated Equipment grid.
| Column | Description |
|---|---|
| Description | Short description identifying the item |
| Service | Service type (e.g., Cable Gland, Junction Box, Stopping Plug, I.S. Isolator) |
| Manufacturer / Model | Manufacturer name and model number |
| Certificate / EPL / Group / Protection / TClass | Device Ex rating and certification |
| Temp Amb Min / Temp Amb Max / IP Rating | Ambient temperature limits and IP rating |
| is_simple | Whether the item is a simple device |
| IS Input parameters | Intrinsic Safety input: Ui (V), Ii (mA), Pi (W), Ci (uF), Li (mH) |
| IS Output parameters | Barrier/isolator output: Um (V), Uo (V), Io (mA), Po (W), Co (uF), Lo (mH) |
| Updated By / Updated Time | Audit trail — who last modified the item and when |
Columns are sortable, filterable, and can be shown or hidden via the Edit Column Settings icon next to each column header.
DOCUMENTS Tab
Section titled “DOCUMENTS Tab”The DOCUMENTS tab displays all account-level documents. These documents appear with a black dot (share icon) in every project’s document browser.
Toolbar
Section titled “Toolbar”| Button | Description |
|---|---|
| Add | Upload a new document with metadata (Type, Document No., Issue No., Description, filename) |
| Delete | Remove selected documents from Account Resources |
| Update | Edit the selected document’s metadata and file. Disabled if more than one document is selected. |
| Bulk Update | Edit shared fields across multiple selected documents |
| Show Selection | Display only selected documents |
| View | Open the selected document in the Ex-Online document viewer |
| Download | Download the selected document to your computer |
| Open Inline Viewer | Preview the document in a panel below the grid |
| Archive | Move selected documents to the archive |
| View Archive | Toggle view to include archived documents |
Grid Columns
Section titled “Grid Columns”| Column | Description |
|---|---|
| Type | Document type (Certificate, Drawing, Calculation, Manufacturer Document, etc.) |
| Document No. | Document identifier |
| Issue No. | Revision/issue number |
| Description | Document description |
| Original Filename | Name of the uploaded file |
| Comment 1 | User notes |
| Comment 2 | Additional user notes |
Columns are sortable and can be shown or hidden via the Edit Column Settings icon next to each column header.
Adding Items to Account Resources
Section titled “Adding Items to Account Resources”Items are added directly from the Account Resources view.
- Associated equipment: Click Add on the ASSOCIATED EQUIPMENT tab, fill in the fields in the new grid row, then click Save.
- Documents: Click Add on the DOCUMENTS tab, complete the metadata dialog, attach a file, and confirm.
Once added, account-level items are available in every project in the account immediately.
How Account Resources Appear in Projects
Section titled “How Account Resources Appear in Projects”Account-level documents appear in each project’s DOCUMENTS tab alongside project-specific documents. They are identified by a black dot (share icon) in the grid. Account-level associated equipment appears in each project’s ASSOCIATED EQUIPMENT tab.
Account resources are managed centrally — edits made in the Account Resources view are reflected in all projects. Project users cannot delete or modify account-level items from within a project.
Related Topics
Section titled “Related Topics”- Owner & Manager View — Full Accounts Page as seen by Owners and Managers
- Documents — Project-level document library and management
- Associated Equipment — Project-level associated equipment grid
- User Permissions — Permission levels for managing account resources