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Using the Folder - Choosing the Fields to View

If your responsibility provides access to the Folder menu, you can add or remove fields to and from the folder, resize and rearrange them and change the field prompts.

If you are in any doubt about using folders, see the following information:

Searching for Information

Customizing the Presentation of Data in a Folder

Full List of Information

The full list of information you can view in this folder is as follows:

Booking Placed By: the name of the user who booked the resource

Consumable: these resource types (such as manuals and stationery) are not returned to stock after the event

Contact Name: the person to whom all correspondence goes

Contact Phone Number: the telephone number of the person to whom all correspondence goes

Date Booking Placed: the date the resource was booked

Delivery Address: the address where resources are delivered

Event Currency: the currency at which the event is charged

Event Title: the name of the event scheduled

Name: the name and/or location of the venue where the event occurs

No of Delegates: the number of delegates booked on the event

Normal Cost: the usual cost of the resource without any discounts or other agreements

Price: the price of the event

Primary: the main venue for the event or the main trainer

Quantity: the number of the resource booked for the event, for example, one trainer

Resource Currency: the currency the resource is charged at

Resource Type: these are divided into consumable resource types (such as manuals and stationery), and non-consumable resource types (such as overhead projectors and computers)

Role To Play: the trainer role, such as primary trainer, or onlooker

Status: the status of the event (Planned, Normal, Full, Closed, or Cancelled) for scheduled events and programs only

Start Date, End Date: the dates when the resource is booked

Start Time, End Time: the time when the resource is booked

Supplier: the organization supplying the event; for scheduled events and one-time events only

Suggestion: Since many of these fields do not apply to resource utilization, you might choose to create separate folders for listing these management issues. For example, you could define a Venue folder by the query Type = Venue and might include the following fields: Venue, Start Date and Start and End Times.

Choosing the Resources to List

You can choose the resources to be listed in the folder in one of the following ways:

See Also

Choosing the Fields to View in the Search for Events Window

Viewing the List of Categories in the Search for Events Window

Choosing the Events to List in the Find Events Window


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