Creating reservation requests

Create, update, and approve reservation requests.

To create reservation requests:

  1. Select Work > Contract Management > Reservation Requests.
  2. Click New Record.
  3. Enter a description of the reservation request.
  4. Specify this information:
    Organization
    Specify your organization.
    Vehicle
    Select the vehicle you are renting.
    Vehicle Type
    Select the type of vehicle you are renting.
    Class
    Specify the class of the reservation request.
    Status
    Specify the current status of the reservation request.
    Start Date/Time
    Specify the date and time you intend to rent the vehicle.
    End Date/Time
    Specify the date and time you intend to return the vehicle.
  5. Specify these reservation request details:
    Reference
    Specify a number or unique code to identify the reservation request.
    Issue To
    Specify the employee name of the person to which the vehicle will be issued.
    Customer
    Specify the customer name associated with the employee to which you are issuing the vehicle.
    Phone Number
    Specify your phone number if you are renting the vehicle, or the phone number of the employee renting the vehicle if you are approving the request.
    Work Phone No.
    Specify your work phone number if you are renting the vehicle, or the work phone number of the employee renting the vehicle if you are approving the request.
    Email Address
    Specify your email address if you are renting the vehicle, or the email address of the employee renting the vehicle if you are approving the request.
    Driver's License No.
    Specify your driver's license number if you are renting the vehicle, or the driver's license number of the employee renting the vehicle if you are approving the request.
    Cost Code
    Specify the cost code of the employee to track any vehicle maintenance costs.
  6. Click Save Record.