<< Click to Display Table of Contents >> Navigation:  Standard Features > Asset Management > Reservations

Each asset can optionally be marked as "reservable". Depending on the settings, reservable assets can be selected by internal users or also in the self-service portal and a reservation can be made for a certain period of time. Furthermore, assets can be reserved by all or only by the persons of the assigned org. units.

The "Reservations" link takes you directly to a timeline view starting on the current day, in which all assets that can be reserved are listed.

 

The following functions are available:

•NEW button: opens the form for creating a new reservation.

•CURRENT RESERVATIONS button: restores the default timeline view (displaying whole days starting with the current day)

•RESERVATIONS ARCHIVE button: displays a list of all completed or canceled reservations

•The magnifying glass icons can be used to change the zoom factor of the current timeline calendars

•With a quick filter it is possible to hide the rows that currently have no reservation

•In a line of the timeline, a time bar can be pulled up to an asset by dragging it with the right mouse button pressed. Releasing the mouse button opens the reservation form directly. The asset and the time period are prefilled accordingly.

 

The reservation form has the following fields and functions:

•State: shows the state of the reservation, it is immediately reserved. A reservation automatically goes to "Completed" after the reservation expires. Optionally, cancellation is possible before and during the reservation period

•Reporting person: The creator of the reservation is always entered automatically

•Reservation for (mandatory field): By default, the creator of the reservation is entered, you can also reserve for other people

•Reserved asset (mandatory field): Selection of all assets that can be reserved for the creator

•Asset location: Automatically populated from the asset

•Description of the reserved asset: Shows the content of the description field of the asset

•Reason for reservation: Optional field as title of the reservation

•Lead Time: Minutes as a buffer before the actual reservation time (e.g. pickup time, etc.), the time counts towards the reservation time

•Reservation from (required field): Start time of reservation

•Reservation until (mandatory field): End of reservation

•Follow-up time: minutes as buffer after the actual reservation time (e.g. for preparation of the asset), the time counts to the reservation time

•Documentation: contains 2 checkboxes "Output confirmed" and "Return confirmed". When the checkbox is set, the date, time and the setter of the checkbox is automatically recorded. These checkboxes are used for easy optional documentation e.g. for issue and return/return of loaner equipment. Anyone who is allowed to edit the reservation can set these hooks. After saving the form, the hooks cannot be removed again to prevent manipulation if necessary.

 

After saving and returning to the reservation overview, the reservation is displayed graphically as a bar and can still be adjusted by dragging the mouse.

Standard e-mail templates are available, which can be sent on reservation, start and end of the reservation period (To notifier, asset responsible etc.).