Difference between revisions of "Test"

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===Making bookings===
 
===Making bookings===
  
[[Image:daily_resources.png|thumb]]
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[[Image:daily_resources.png|thumb|The schedule for several rooms for a single day]]
[[Image:resource_reserve.jpg|thumb]]
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[[Image:resource_reserve.jpg|thumb|The schedule and booking options for a single room]]
  
 
Users reserve rooms or resources by first selecting the date on which they would like to make the reservation. Once done, the "Select resource" link is used to select the type of resource required. <br> <br>
 
Users reserve rooms or resources by first selecting the date on which they would like to make the reservation. Once done, the "Select resource" link is used to select the type of resource required. <br> <br>

Revision as of 15:32, 22 November 2018

Resource booking is an additional module in Insight. It allows staff to reserve rooms or resources for their own use. Rooms will be imported automatically from SIMS and additional resources such as laptop trolleys can be manually entered into Insight.

As Resource Booking is an additional module of Insight, a separate charge applies. Please contact sales@tascsoftware.co.uk for further information.

Configuration

The following role options are required to configure Resource Booking:
Manage > Resource Booking (On)
Manage > Resource Booking > Allow configuration (On)

The Resource Booking system is configured via:
Manage > Allow configuration

Click the Configure button at the top right of the page to access the setup and management options.

Creating Resources

Resources are items that do not appear on the list of rooms in SIMS, such as laptop trolleys, iPads, the minibus, or rooms that don't appear on the timetable.

Click Add to create a new resource. If there are multiple items in this resource (i.e. a trolley containing several laptops) you should not enter the number of separate items; this is done later.

You can also use the Caretaker button to add staff who are responsible to maintaining the resource. These staff will receive email alerts if the resource is reported as broken or malfunctioning.

iInsight needs to be configured to send emails. See communication setup page for further information.


Adding intervals

Custom booking intervals

All of the timetable periods, including the AM and PM periods, are available for Resource Booking by default. The Intervals tab is used to create additional booking periods such as out of hours slots or break periods.

Click Add to create a new Interval. The Description should explain what time (and day, if relevant) the Interval occurs at e.g. "6pm - 7pm". The Frequency field determines how often in days the interval reoccurs. Typically this will be set to 1 for weekly intervals or 7 for daily intervals.

Creating categories

A category for rooms/resources that have computers

Categories are used to organise rooms and resources into groups. Each category will contain a list of rooms/resources that have a certain attribute, such as containing computers or being able to take photos.

Click the Add button to create a new Category. The name of the Category should be the attribute that the rooms/resources share e.g. Computers. You will see a list of all rooms and resources - use the furthest left checkbox to put the room or resource in the category.

The Capacity field determines how many of that room or resource are available. For example, a computer room would have a Capacity of 20, if it has 20 computers. If you change the Capacity of a room/resource in one category, the Capacity will be changed for that room/resource in all other categories.

By default a room/resource can be booked by more than one user at the same time, as long as there is enough Capacity for both users e.g. two teachers can book a computer room for the same period as long as there are enough computers for all of the students. The Keep together setting prevents this behaviour so that a room/resource can only be booked by one person at any given time.

Select the Interval style for bookings. The default (black square) allows the room/resource to be booked using either timetabled periods or custom intervals. You can click on this toggle between the options available. Finally the Restrict button is used to limit the staff that are able to book a given room/resource.

Usage

Making bookings

The schedule for several rooms for a single day
The schedule and booking options for a single room

Users reserve rooms or resources by first selecting the date on which they would like to make the reservation. Once done, the "Select resource" link is used to select the type of resource required.

The user selects the category they require, then one of the resources or rooms in that category. Once a room/resource has been selected, the schedule for that item will appear at the bottom of the page. Resources that are in downtime (which means they are broken or are otherwise unavailable) will be highlighted in red.

The user can then reserve the room/resource by clicking the Reserve button next to the period(s) during the day that they require it. If the item is not available at the times they require, the user can select a new item by clicking on the item's name.

The bottom of the page will show a grid with all resources and rooms displayed. This is used to see an overview of all bookings for the day. The grid is colour coded; green slots are available and grey slots are unavailable.

Colour Meaning
Overlap or other user booking
Lesson
Available
Cover or room change
Booked by me

Downtime

When users are bookings resources, they will be able report malfunctions with the resources. This will place the resource into downtime (so that it cannot be reserved until the problem has been fixed) and send an email to the catetaker informing them of the problem.

Reporting

The report button at the top right of the page is used to run a report showing the bookings for users over a date range.