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This page guides you through the creation and the management of resource records that can be assign to either internal activities or client services .

These are the topics on this page

  • Introduction

  • Navigating the Booking Resource Page

  • Creating a Booking Resource Record

  • Editing a Booking Resource Record

  • Change the Activity Status

  • Deleting a Booking Resource Record

  • Allocating a Booking Resource to a Client Service

Introduction

The Resource Bookings list is accessed through the Employees>Booking Resources sub menu. Within Brevity we categorise resources as vehicles (pool vehicle), tools of trade & equipment and facilities (meeting rooms). The maintenance of resources resource allows for the physical asset to be pre-booked to either an internal activity or client service through the schedule board.

Navigating the Booking Resource Page

Expand
titleClick to expand and preview the fields and objects that comprise the Booking Resource page

The following is an outline of the fields that comprise the Booking Resource page:

  1. Booking Resource name: This label lists the name of the booking resource, as it will be seen through the schedule board and against the schedule activity or client service.

  2. Save: This button is used to create as well as save updates to an existing record.

  3. Close: This button is used to close down the Booking Resource page.

  4. Deactivate: This button is used to adjust the activity status of the Booking Resource record.

  5. Notes: This button provides access to the notes function. Notes can be retained against the Booking Resource thereby tracking actions and communications.

  6. Documents: This button provides access to the document function.

  7. Delete: This button is used to delete the Booking Resource record.

  8. Type: This is a drop down field that lists values that can be used to categorise the resource.

  9. Name: This field is used to input the name of the booking resource, as it will be seen through the schedule board and against the schedule activity or client service.

  10. Branch: This is a drop field that provides a listing of the branches that can be assigned to the Booking record.

Creating a Booking Resource Record

To create a booking resource record observe the following steps:

  1. Select the Employees > Booking Resource sub menu to open the Booking Resource List page within the Browser.

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  2. Select the (plus) New button to open the New Booking Resource record page within the browser.

  3. Within the Type field select the applicable value that will be used to categorise the booking resource.

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  4. Within the name field input a description of the booking resource. Clarity is important so it makes it easy to identify the resource when assigning it to a service through the schedule board.

  5. Within the Branch field select the applicable branch that will be assigned to the booking resource.

    The selection made will determine the availability of the resource for service assignment through the schedule board.

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  6. Click the SAVE button to create the record.

  7. Click the CLOSE button to exit back to the Booking Resource List.