| 1. | Select Booking>Add Booking from the main menu, or from the toolbar. The Add/Update Booking window will appear. |
| 2. | Enter up to 50 characters in the Booking field or select a from the drop-down list. |
| 3. | Select Start Time. Enter the desired start time for the booking or select from the drop-down list of likely times. The list of likely times is created from the Scan settings information entered in User Preferences. |
The Default Duration time set in User Preferences will be automatically added to the Start Time to give you an End Time. If the End Time is not correct, select a new End Time from the drop-down list. You can change the Default Duration in User Preferences. The Duration is not visible if 'Bookings can cross midnight' has been selected in System Settings
| 4. | Select Start Date. Enter the date of the booking or use the look-up calendar by clicking the Calendar button. |
| 5. | If System Settings have been set to permit bookings to cross midnight, enter an End Date. |
| 6. | If this booking is repeated, click the Repeat tab. See: Booking, Add Repeat and select your repeat pattern or dates. |
| 7. | Click the Add button from the Resources list box. Select the you want from the Browse Resources - Multiple Select window that appears. If you have already entered the dates and times for the booking, you will have the option of choosing from just those resources available at those times. You can choose to select available resources from all the resources in ResSched you are authorized to book or just those of a specific resource group. Please note: using the available resource options when you have many occurrences and many resources to examine can take a long time and consume considerable network resources. |
If you select a , ResSched will ask you how many units you wish to book.
OR
Click the Add Group button. Select a from the Browse Resource Groups window that appears. All the resources in the resource group will be included for the booking.
| 8. | Select the Client field. Enter the name of a or click the Down Arrow button to select an existing client from the Browse Clients window that appears. |
| 9. | Select the status of the booking. |
| 10. | If this booking is part of an existing , select the category name. |
| 11. | The check box prevents other general users from changing this booking. System Administrators and Resource Administrators can be override a booking lock. |
| 12. | The check box stops other users else from seeing the contents of the booking. Private bookings are automatically locked. System and Resource administrators can override a locked, private booking. The Private check box is only available if a System Administrator has enabled private bookings in System Settings. |
| 13. | The check box prevents the booking from showing in browses, printed reports or any of the utilization or invoicing functions. Inactive marks a resource as unavailable for a specified period. |
14. If you want to add notes for the booking, click the Notes tab.
| 15. | You can e-mail the booking information to the client by clicking the E-mail button. Your e-mail program will be called, and the client's e-mail address along with the booking information will be automatically added to the message. |
16. Click the OK button.
If any occurrences of the new booking fall on a or conflict with another booking, a conflict window will appear. See: Conflicts, Deal With for options on conflicts. A conflict window will also appear if you try to schedule a booking for a weekend and you have selected weekends under 'Notify me when booking....' in User Preferences.
|