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Add a booking |
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Authorized users can add a booking using Bookings>Add Booking from the main menu.
A booking must consist of a name for the event or activity, date, start and end times, a status, and at least one resource. It may also have client (required or optional), category, and notes depending on system preferences. Where available, use the look up buttons beside the entry to ensure accuracy. After filling in the required and optional entries, click Save.
If there is a scheduling conflict for one or more of the resources you have selected, you will be notified and the booking will not be saved.
General Tab
Start with the general tab and enter the name of the booking, the start/end dates and times, and status of the booking. Client and category fields may also be available depending on system settings. Time format is in hours and minutes in either 24 hour or AM/PM format as chosen by your system administrator. ResSched resource administrators can make a booking inactive to indicate that certain resources are not available for certain periods.
Resources Tab
The Resources tab lets you select the resources used for the booking and select one of those resources as the primary resource for the booking.
The Add group button lets you add all the resources of a resource group to the booking. The Delete group button will delete all the resources of a group from the booking. Both call a lookup page to select a resource group authorized for the user.
Most users will just use the Add button to select one or more resources to add to the booking using the Select Resources page. Users check each resource they want. For pooled resources, the user enters many units of the resource they want. Users can limit the resources shown to just those of a selected resource group. If only one resource is selected, that resource is automatically made the primary resource for the booking. Other wise the user must choose one of the selected resources as the primary resource.
Repeating Tab
If you are authorized to make repeating bookings, the Repeating Tab will be visible.
There are several options for repeating a booking:
Fixed days, weeks, months
The booking will be repeated the set number of days, weeks, or months until the repeat ending date is reached.
Set days each week
The booking will be repeated on each of the days you select until the repeat ending date is reached. Shown above.
Specific weekday of the month
Will be repeated, for example, on the second Tuesday of the month until the repeat ending date is reached.
Irregular
You enter the dates and times for each occurrence you want. |