Resource Booking Reference Data

The Resource Booking reference data window can be accessed by navigating to Resource Booking > Resource Booking.

Note: You must have a role with the ResourceBookingReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to define periods that a user can book a resource for (for example: One Hour, One Day and so on).

Booking Periods reference data

Use this reference data to define a booking type.

Booking Type reference data

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Use this reference data to define additional charges that can be linked to a booking (for example: Security or Parking).

Charge Types reference data

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Use this reference data to define the format of an automatically generated email for bookings.

Custom Email Text reference data

The fields on the Custom Email Text reference data are described in the following table.

This field Holds this information...
Subject The standard subject text for the email (for example: Booking Confirmation).
Attachment The file path of an attachment.
Text box The body text for the email.
Fields The list of data record fields. Fields can be dragged into the text box to populate the body text.
Standard Text The standard email disclaimer text defined in the system settings. Fields can be dragged into the text box to populate the body text.

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Use this reference data to define booking events (for example: Staff Meeting, Presentation, Conference and so on).

Events reference data

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Use this reference data to define statuses for services that can be added to a booking (for example: Open, Closed, Archived and so on).

Service Status reference data

The fields on the Service Status grid are described in the following table.

This field Holds this information...
Description A description of the service status.
Is Default

Whether the record is the default service status.

Note: You can only select one record to be the default.
Is Closed Whether the record is closed. This removes the service from the Service Request Manager.
Is Cancelled Whether the record is cancelled.
Is Archived Whether the record is archived.

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Use this reference data to define the types of services that can be provided.

Service Types reference data

Clicking the New button or double-clicking an existing record displays the Service Type window, which allows you to record further information.

Service Type window

The fields on the Service Type window are described in the following table.

This field Holds this information...
Service Description A description of the service type.
VAT/GST The VAT or GST rate.
Unit Cost The cost of each unit of the service.
Archived Whether the record is archived.
Email Role The role that defines a group of users that will be emailed when a service booking is made. Refer to Manage Roles for further information on creating and assigning roles.
Subject The subject of the email.
<Email body> The body of the email.
Standard Text Standard text that can be assigned to the email, if defined in Core reference data.

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