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 | ||
|---|---|---|
| ||
The following is an outline of the fields that comprise the Booking Resource page:
|
Creating a Booking Resource Record
To create a booking resource record observe the following steps:
Select the Employees > Booking Resource sub menu to open the Booking Resource List page within the Browser.
Select the
New button to open the New Booking Resource record page within the browser.Within the Type field select the applicable value that will be used to categorise the booking resource.
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.
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.
Click the SAVE button to create the record.
Click the CLOSE button to exit back to the Booking Resource List.
Editing a Booking Resource Record
To edit a booking resource record observe the following steps:
Select the Employees > Booking Resource sub menu to open the Booking Resource List page within the Browser.
From the record listing, highlight the Booking Resource record that is to be edited.
Either click on the edit button or double click on the Resource Booking record to open it within the browser.
Edit the Booking Resource record.
Edits to the record can include as follows:
✴Booking category.
✴Description of the Booking Resource.
✴Branch assignment.Click the SAVE button to update the record.
Click the CLOSE button to exit back to the Booking Resource List.
Changing the Activity status of a Booking Resource record
To edit the activity status of a Booking Resource record observe the following steps:
Observe the steps 1 -3 outlined under the topic Editing a Booking Resource record.
To deactivate the Booking Resource record click the Deactivate button
To activate the Booking Resource record observe the step 1 above and select the Activate button.
Once done, you can exit back to the Record List.
Deleting a Resource Booking record
You are advised that you should not to delete a Resource Booking record that has been assigned to a client service.
To delete a Resource booking record that has not already been assigned to a client service through the schedule board observe the steps outlined as follows. It is however recommended that you deactivate any resource booking record(s) that doesn't have have an immediate purpose.
Observe the steps 1 - 5 outlined under the topic Creating a Training recordSelect the Employees > Booking Resource sub menu to open the Booking Resource List page..
From the record listing, highlight the Staff Training Booking Resource record that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record.
Allocating a Resource to a Client Service
The allocation of one or more resources to the client service is undertaken through the Schedule board. Your organisations available booking resources can be reviewed through the employee view. You will observe that the schedule board booking resources panels are shaded in blue.
To assign a booking resource to a client service observe the following steps:
Access the schedule Board within the Brevity web application.
Search for the client service that will