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Using the Reservation List

In this video tutorial we look at using the Reservation List

in dieser Lektion
1
This video looks at:
2
Key steps:
3
Check out our other videos in the series:
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5
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Anforderungen

This video looks at:

  • Finding the Reservation List
  • Customising the Reservation List
  • Searching the Reservation
  • Filtering te Reservation List
  • Adding Objects via the Reservation List
  • Removing Objects via the Reservation List
  • Replacing Object via the Reservation List
  • Moving Objects via the Reservation List
  • Using Automatic Object Selection

Key steps:

1. Introduction to the Reservation List 0:01

  • Overview of previous videos on making, finding, and changing reservations.
  • Purpose of the reservation list: to manage reservations more efficiently, especially in bulk.

2. Accessing the Reservation List 0:43

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  • Navigate to your default view.
  • Click on the hamburger menu and select the reservation list option.

3. Setting the Date Interval 1:02

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  • The reservation list shows all reservations within the default date interval.
  • Change the date interval by clicking on the gears/settings option:
    • Relative date
    • Absolute date interval
    • Predefined time period.

4. Customizing the Reservation List View 1:28

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  • Click the plus sign to update the reservation grid after setting the date range.
  • Rearrange columns by dragging and dropping titles in the header.
  • Adjust column widths using the toggle and reorder columns with arrows.

5. Searching within the Reservation List 2:04

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  • Use the funnel, search box, or selection list to filter results.
  • Note: The search box does not support partial searches; it looks for the first letters of names.

6. Using Filters Effectively 3:04

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  • Create and save filter settings using the funnel.
  • Common filters include:
    • Reservations created by you.
    • Filter by status and place.
    • Limit reservations by reservation mode.
  • Remember to remove filters after use.

7. Utilizing the Selection List 4:03

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  • The selection list narrows down search results based on selected criteria.
  • Combine filters from the search box, funnel, and selection list for precise results.

8. Making Bulk Changes to Reservations 4:25

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  • Select multiple reservations using control click or the select button.
  • Right-click to access options for bulk changes.

9. Adding or Removing Objects from Reservations 4:54

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  • Options for adding objects:
    • Allow double booking.
    • Add only if missing.
    • Add to all reservations regardless of double booking.
  • Confirm changes and copy updated reservation IDs.

10. Replacing or Moving Reservations 5:46

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  • Remove an object from multiple reservations.
  • Replace an object by highlighting the old and selecting the new one.
  • Move reservations in time or adjust their length.

11. Automatic Object Selection 6:26

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  • Time Edit can automatically select objects for reservations.
  • Option to use related objects or random selection from available objects.

12. Additional Options for Reservations 6:52

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  • Edit fields of selected reservations.
  • Cancel selected reservations.
  • Update reservation statuses.
  • Create drafts or group reservations.

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 in a Reservations
  • Reservation Modes, Data and Conflict Control
  • Understanding the colours in Core
  • Creating Views in Core
  • The Waiting List, Conflict List and Request List

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