Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Click the “Bookings” tab from the top menu of the homepage.

    Bookings tab button at the top of the page
  2. Click the “Find Bookable Assets” tab to view the list of assets (and their asset information) available for booking. Note: Assets must have a “Bookable” role and “Spare” status for them to be available for booking.

    Bookings page, find bookable assets tabAssets with bookable role and spare status for reservation or booking
  3. Select the calendar icon and set the booking schedule (start/end dates and times) accordingly. Click the “Apply” button to save your settings.

    Booking scheduling calendar
  4. Select the asset you want to book or reserve from the list. Use “ctrl + click” to add multiple assets to the selection, or “shift + click” to add a range of selections (i.e., clicking an asset and using “shift + click” on another will select all assets in between the two).

    Selecting multiple assets to book
  5. Click the “Book Selected Assets” button to create reservation for the selected assets.

    Book selected assets button
  6. On the Search Directory field, enter the userID of the user who wants to reserve the asset(s). Select the user from the drop-down and the autofill will automatically insert the user information into the form fields.

    Create reservation form
  7. Make sure to enter the pickup location for the asset. The calendar will display all the asset bookings, colour-coded by pickup locations.

    Pickup location field
  8. Click the “Make Reservation” button to save the booking.

    Make reservation button
  9. The saved booking should now be visible on the reservations list under the “Find Reservations” tab.

    Find reservation tab

...