GENERAL TAB

Booking 

You can use up to 50 characters to identify the booking. Clicking the Down Arrow button will reveal a list of several routine bookings entered in the Update User Preferences window from which you can make a selection. 

Client 

The name of the person or organization for whom the resource is being booked. Clicking the button to select an existing client or, if authorized, create a new client record with the Browse Clients window.  The button shows the detailed information of the client entered for the booking.  

Start Date/End Dates 

ResSched displays dates in your Windows short and long date formats, but you can use any of the standard date formats to enter the booking dates.  You can click the button beside the Date fields, to pick dates from a look-up calendar.

Note: End Date is available only if 'Bookings can cross midnight' has been enabled in System Settings.

Start Time 

You can select the start time from a drop-down list or enter it directly. The selection of times in the drop list is set from the Scan settings in User Preferences.

Duration

You can enter the duration time for the booking directly or select from common durations by in the drop list.

End Time 

The duration will be automatically added to the start time and displayed as the end time. If you change the end time, the duration will also change to reflect the new end time.

Repeat Status 

This box shows the type, frequency and end date for any repeats that apply to this booking. If there are no repeats, the message shown is "Single booking."

Status

Select the status of the booking.  Reserve users cannot select a status

Category

Select the name of the category that this booking is part of.

Private

Other users will not be able to see the name, client or notes of this booking.

Lock 

Keeps other general users from changing this booking. Resource Administrators or System Administrators can override locks.

Inactive

The booking is excluded from browse booking, reports and utilization analysis.

Add

Adds resources to the list by calling the Browse Resources window to let you select resources. If you have already entered dates and times for the booking, you will be able to select from just those resources available at those times. If a selected resource is a pooled resource, the Units of Pooled Resource window will appear and ask you how many units of the resource you wish to book. 

Add group

Adds all the resources of a selected resource group to the list by calling the Browse Resource Groups window for you to select the resource group.

Delete

Deletes the highlighted resource from the list.

Delete group

Deletes all the resources from a selected resource group from the list.  Calls Browse Resource Groups window to select the resource group.

Make primary

Makes the currently highlighted resource the primary resource for the booking

Change rate

Changes the charge rate of the highlighted resource for this booking. 

No Repeats 

This booking occurs only once. Selecting this option cancels any previously set repeat dates. Only the date entered in the Date field of the Add/Update Booking window will remain.

Irregular Repeats 

This option lets you enter dates and times for the booking that occurs irregularly. When this option is selected, a list box with all the dates for this booking is displayed. To add a date to this list, click the Add button. The Irregular Date Entry window will appear for you to enter the start and end dates and times of the new occurrence. Clicking the Calendar button brings up a look-up calendar.

Fixed Days

This option will schedule the booking to repeat every set number of days, starting on the date entered in the Date field of the Add/Update Booking window and continuing until reaching a date you set. On selecting this option, data fields will appear for you to specify the number of days between repeats and a date to end the scheduling of booking repeats.

Fixed Weeks 

The same as for Fixed Days, but you must specify the period between repeats in weeks.

Fixed Months 

Bookings will be scheduled to repeat on the same date of the month every set number of months. On selection, data fields will appear for specifying the number of months between repeats and the date to stop repeating the booking. Warning: If date of the month is after the 28th, the booking will not be scheduled in months that do not have enough days.

Set Days Each Week 

Bookings will be scheduled to repeat on all the days you specify every week. On selection, a group of check boxes and an End Date data field will appear for you to select the days you want and the date to stop repeating the bookings.

Specific Weekday of the Month 

This option lets you schedule repeats for specific weekdays of every month (e.g., the 2nd Tuesday of the month). Selecting this option causes several radio buttons to be displayed that let you select the weekday and which occurrence in the month you want. You must also specify the date to stop repeating the booking.