Equipment Booking Request Type

Equipment booking requests can be used to store information about reserved items.

Note: Navigate to Tools > System Options > Service Options > Equipment Booking to define equipment booking request options.

To add an Equipment Booking request:

  1. Add a new Service Request and select the Equipment Booking request type.

    Equipment Booking button

    Alternatively, you can search for and edit an existing Equipment Booking request.

    The Equipment Booking tab is displayed.

    Equipment Booking tab

    Note: Click Report of all resource bookings within date range to produce a report of all resource bookings within the date range specified in the calendar.

  2. Select the relevant time period that you want to display from the drop-down list (for example: Day, Week, Work Week, Month, Timeline, or Grid View) and then select the date(s) from the calendar.

    Time period drop-down

  3. Click Hide unrelated bookings if you want to hide bookings that are unrelated to the current booking.

    Hide unrelated bookings window

  4. Click the Select Resource(s) button.

    Select Resource(s) button

    The Resource Picker window is displayed.

    Resource Picker window

  5. Select the relevant resources and then click the OK button.

  6. Double-click the relevant timeslot. Alternatively, right-click the relevant timeslot and select New Resource Booking from the list of options.

    The Resource Booking window is displayed.

    Resource Booking window

  7. Enter details of the request.

The fields on the Resource Booking window are described in the following table.

This field Holds this information...
Booking Number A unique, automatically generated number.
Confirmed Whether the booking is confirmed.
Subject A description of the booking. This field is mandatory.
Agency

The agency making the booking. Select from the drop-down list or type into the field.

Note: Click the Create an Agencybutton to create a new agency.
Contact

The contact making the booking. Select from the drop-down list or type into the field.

Note: Click the Create a Contact Full List button to create a new contact.
Event

The event associated with the booking. Select from the drop-down list.

Note: These can be defined in Events reference data (accessed by navigating to Resource Booking > Resource Booking).
Type

The booking type. Select form the drop-down list.

Note: These can be defined in Booking Type reference data (accessed by navigating to Resource Booking > Resource Booking).
Note Any notes about the booking.
Start The start date and time of the event booking, and any set up time required. Select from the drop-down list.
End The end date and time of the event booking, and any clean up time required. Select from the drop-down list.
Booking Frequency

The frequency of the booking. Click the Booking Frequency button to open the Booking Scheduler window.

Booking Scheduler window

Select the Schedule Type from the following options:

  • One-Off
  • Daily
  • Weekly
  • Monthly
Resource The resource name.
Cost Centre

The cost centre associated with the booking. Select from the drop-down list.

Note: These can be defined in Cost Centre reference data (accessed by navigating to Functions > Core > Reference Data > Core).
  1. Click Save to return to the Equipment Booking tab.
  2. Click Save.

When you create a new Equipment Booking request, the following options are added to the Tasks panel:

When you view an existing Equipment Booking request the following options are added to the Associated Items panel:

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