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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

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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:

  9. Name:

  10. Branch: