Creating equipment reservations

Create and modify equipment reservations on a calendar to request or reserve equipment records. Equipment reservations can be viewed in increments of minutes, hours, and days. Move reservations on the calendar screen to adjust start and end times for equipment records.

You should define defaults on the Reservation Calendar tab of the Screen Setup screen before reserving equipment on the Reservation Calendar screen.

You can only request or reserve equipment on this screen. All other status changes have to be done on the Reservations screen. If the equipment status is Issued, you can only change the End Date.

The created user of the reservation, the Reservation Calendar Owner, and any users that are part of the Reservation Calendar Owners List associated with the record can edit the reservation.

To create an equipment reservation:

Select Equipment > Additional Features > Reservation Calendar.
Select Go To Day to select a day for which to view reserved equipment.
Double-click a specific time period on the calendar to schedule the equipment.

Note: You can also create an equipment reservation by clicking on an empty grid on the calendar and dragging to the side to specify the duration. You can move existing reservations by clicking and dragging them to empty spaces on the grid.
Specify the Title, Start Date/Time, End Date/Time, and Status of the reservation.
Specify this information:

Travel From (Minutes)

Travel To (Minutes)

Specify the amount of travel time needed for the equipment reservation.

Setup Time (Minutes)

Specify the amount of time needed for setting up the equipment.

Tear Down Time

Specify the amount of time needed for dismantling the equipment.
Select the Private check box to prevent users who did not create the equipment reservation from editing and seeing the details of the equipment reservation.
Select the All Day check box to change the Start Date and End Dates to midnight so the reservation will last all day.
Specify the Work Order, Work Address, and Project for the equipment reservation.
Optionally, specify the Instruction 1 for Supplier 1. Repeat this step for Supplier 2 and Supplier 3.
Optionally, specify the Building Services, Building Services Email, Building Services Instruction, and Invitees for the equipment reservation.
Specify Vehicle Type, Issue To, Customer, Customer Contact, Reference, Cost Code, Phone Number, Work Phone Number, E-mail, and Driver's License No. for the rental details.
Click Submit.