Menu and Toolbar

The main window for ResSched has the familiar Windows-type menu and toolbar. All ResSched functions operate from this menu. The toolbar below the main menu contains shortcut buttons for some of the more frequently used functions.

System Settings

Allows System Administrators to set default values, display settings, conflict checking options and other features.

Add/Edit Users Add users to ResSched, change the access rights of users, and reset user access after too many login failures.

User Preferences

Lets users change default values and display settings according to their needs. Not available to view only users.

Word Setup

Users may use Microsoft Word to generate ResSched reports. Use this feature to implement or change the settings. Corporate Edition only

Import Data

Allows system administrators to import data from outside ResSched. The data must be a csv file in prescibed format. Corporate Edition only

Resource

Select name of source file with resource data.

Add Booking

Used to add a new booking entry. Not available to view only users.

Browse Bookings

Browse through all bookings in a specified period, using tabs to sort and filter the bookings.

Browse Alphabetically

Browse through all bookings in a specified period, listed in alphabetical order of bookings.

Purge Old Bookings

Delete all bookings that occurred before a specified date in the past. Available only to System Administrators.

Add Resource

Add a new resource to ResSched. Available only to System and Resource administrators.

Browse Resources

Browse the resources listed in ResSched.

Resource Groups

Add, change or delete resource groups.

Rebuild ALL group

Rebuild the resource group that has all the resources in it (ALL). Available only to System and Resource administrators.

Utilization

Display utilization by resource group or just one resource. Available only to System and Resource administrators. Corporate Edition only.

Add Client

Add the name and related information of a new client to ResSched. Available only to System and Resource administrators, and to General Users if the 'Allow general users to add clients' check box has been checked in the Update System Settings window.

Delete Multiple Clients

System and Resource administrators may delete several clients at once.

Utilization by Client

Displays the resource usage by a client for given periods. Available only to System and Resource administrators. Corporate Edition only.

Invoice Clients

Used to generate a paper bill for billing purposes. Available only to System and Resource administrators. Corporate Edition only.

Week View the bookings of a single resource for a week with time displayed down the screen while the day of the booking is displayed across.

Month View the bookings of a single resource for a month in a standard monthly calendar format.

Pooled Resource Display how much of a pooled resource has been booked in all the time slots for a week.

Day View the bookings of all resources in a resource group for a day. Choose between horizontal format (resources displayed down the left of the window; time displayed across the top) and vertical format (resources displayed across the top of the window; time displayed down the left). If the format you choose is not your current default format, you will be asked if you want to make it your default.

Week View the bookings of all resources in a resource group for a week. Choose between horizontal format (resources displayed down the left of the window; days and time displayed across the top) and vertical format (resources displayed across the top of the window; days and time displayed down the left). If the format you choose is not your current default format for the Group Week button on the toolbar, you will be asked if you want to make it your default.

Month View the bookings of all resources in a resource group for a month in a standard monthly calendar or in horizontal format. If the format you choose is not your current default format for the Group Week button on the toolbar, you will be asked if you want to make it your default. The standard monthly calendar is only suitable for small resource groups with relatively few bookings per resource per day.

Quarter View the bookings of all resources in a resource group for a calendar quarter. Available only in horizontal format with resources listed down the left side of the screen and time displayed across the top of the screen.

Year View the bookings of all resources in a resource group for a calendar year. Available only in horizontal format with resources listed down the left side of the screen and time displayed across the top of the screen.

Flexible Period View the bookings of all resources in a resource group for user specified period. Available only in horizontal format with resources listed down the left side of the screen and the time displayed across the top of the screen. This view cannot be printed.

Day View the bookings of a single client for a day, with time displayed down the screen the resources involved displayed across the top.

Week View the bookings of a single client for a week. Choose between horizontal format (resources listed down the left of the window; days and time displayed across the top) and vertical format (resources displayed across the top of the window; days and time displayed down the left).

Month View the bookings of a single client for a month in a standard monthly calendar format or in horizontal format.

Category

Category scan are all horizontal, with resources listed down the left side of the screen and the time displayed across the top of the screen.

Calendars

To print calendars with booking information. Calls the Print Text Calendars window to select period, resources to include, and format of calendar to print.

Contents

Display a list of main Help topics from which you can make a selection.

Search for Help on...

Do keyword search for Help on specific topic.

ResSched Terms

If a System Administrator has changed the standard terms used by ResSched, this displays the new terms with their ResSched equivalents.

Licensing ResSched

Provides information on obtaining a license for ResSched.

About ResSched

Display version number and name of license holder for this installation of ResSched.

The toolbar buttons are one-touch buttons that let you carry out tasks that would require multiple menu selections or other input. The toolbar buttons cover some of the most commonly used ResSched functions. From left to right, the toolbar buttons are:

Graphically display the bookings of a resource group for a day using your default format. To change your default format, under the main menu, select Scan>Group>Day and your preferred format.

Graphically display the bookings of a resource group for a week. To change your default format, under the main menu, select Scan>Group>Week and your preferred format.

Graphically display the bookings for each resource in the group in a horizontal time line or standard calendar format for a month. To change your default format, under the main menu, select Scan>Group>Month and your preferred format

Graphically display the bookings of one resource for a week.

Graphically display the bookings of one resource for a month using a standard monthly calendar format.

Graphically display the bookings of a client for a week in either vertical or horizontal format. To change your default format, under the main menu, select Scan>Client>Week and then your preferred format.

Graphically display the bookings of a client for a week in either calendar or horizontal format. To change your default format, under the main menu, select Scan>Client>Month and then your preferred format.