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In this video tutorial we look at:
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Video tutorial
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The Waiting List, Conflict List and Request List

In this video tutorial we look the Waiting, Conflict and Request lists

in dieser Lektion
1
In this video tutorial we look at:
2
Key steps:
3
Check out our other videos in the series:
4
5
6
7
8
9
10
11
Anforderungen

In this video tutorial we look at:

  • Waiting List - why and how
  • Populating the Conflict List
  • Request List - accepting requests

Key steps:

1. Introduction to Lists 0:01

  • Overview of the video content
  • Focus on three lists: Waiting List, Conflict List, and Request List
  • Mention of a previous video on the Reservation List.

2. Understanding the Waiting List 0:22

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  • Purpose of the Waiting List:
    • Used when unscheduling a reservation without canceling it.
    • Useful when waiting for more information or confirmation.
  • How to use the Waiting List:
    • Right-click on the reservation and select 'send to the waiting list'.
    • The reservation will now appear in the Waiting List.

3. Rescheduling from the Waiting List 1:00

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  • Steps to reschedule a reservation from the Waiting List:
    • Select the reservation from the Waiting List.
    • Click on the calendar to choose a new date and time for scheduling.

4. Accessing the Conflict List 1:14

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  • Purpose of the Conflict List:
    • Displays instances of concurrent scheduling for the same physical object.
  • How to access the Conflict List:
    • Navigate from the same menu as the other lists.

5. Running the Completeness Report 1:24

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  • Steps to run the Completeness Report:
    • Choose the type of object (e.g., Rooms).
    • Set the filter to a maximum of 90 days.
    • Run the report to see concurrent use of physical objects.

6. Analyzing Conflicts 1:46

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  • After running the report:
    • Identify reservations causing conflicts.
    • Decide whether to remedy the conflict or accept it.

7. Understanding the Request List 2:06

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  • Purpose of the Request List:
    • Shows reservations with 'request' or 'rejected' status.
    • Most useful for customers with the reserve product.

8. Managing Requests 2:15

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  • How to manage requests in the Request List:
    • Click on a request to see the requested object (usually a room).
    • Decide to accept or reject the request.

9. Accepting a Request 2:35

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  • Steps to accept a request:
    • Swap the requested object with the actual object.
    • Hit 'accept' to finalize the reservation.
    • The reservation will be removed from the Request List.

Check out our other videos in the series:

  • Moving on from CMIS
  • Moving on from TechOne
  • Moving on from Semestry
  • Making a Reservation
  • Changing objects on reservations
  • Moving reservations
  • Cancelling and restoring reservations
  • Using the Reservation List
  • Virtual objects on Reservations
  • Reservation Modes, Data and Conflict Control
  • Understanding the colours in Core
  • Creating Views in Core
  • The Waiting List, Conflict List and Request List

Weitere Leitfäden & Tutorials