The reservation business process is similar to any other business process. You need to fill in the upper form fields as necessary, and add line items for detail information about the reservation.
The upper form of the reservation business process should include From Date and To Date fields which you need to complete, and should also include one or more data pickers, where you choose the object or objects that you want to reserve. In the example above, the room and projector fields are the data pickers from which you can select multiple objects to reserve for this event.
The reservation business process can be designed to include additional information about this reservation, such as food catering for the event.
The reservation business process has two special features:
- Schedules
- Enables you to open the Schedules window and view the reservation schedule for the objects you are reserving with this reservation BP.
- Is useful for comparing the availability of multiple objects being booked for the same event, and to resolve conflicts or identify openings in the schedule.
- Recurrence
- Enables you to specify how often this reservation should be created. When you use this options, Unifier continues to automatically reserve the object according to the specifications you select with this feature.
The following describes the reservation business process log (Standard View):
From your project, go to your reservation BP and click to open the reservation BP log. On the left-hand pane, a set of toolbar options and a list of records, if available, are displayed. On the right-hand pane, the following tabs explain more information about each item on the list:
- Record Details tab
- Workflow Progress tab
- Attachments tab
The following explains the toolbar options of the reservation BP log:
Create | Enables you to create a new reservation BP. From the Requester Information block, you can click the Space data picker field to open the Usable Space Reservation window which contains a calendar that enables you to determine the duration of the reservation. |
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Actions | Enables you to conduct the following on a selected record, or multiple records:
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View | The View data picker enables you to arrange the list of records listed, as follows:
In addition, the View data picker enables you to:
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Edit View | To edit, or customize, the view of the log. |
Refresh | To refresh the data displayed on the log. |
To print a record. | |
Search | To search for a record. |
Find on Page | To find a record based on a column heading. |
Help | To access documentation. |
The following explains the columns on the reservation BP log:
- Record Duration Status (Calendar icon)
- Attachments (Paper clip icon)
- Record Number
- Reservation name
- Space
- From Date
- To Date
- Amount
- Status
- Creation Date
- Creator
For each item on the list, the gear menu enables you to perform the following:
- Open
- Copy with Attachments
- Copy without Attachments
- Transfer Ownership
- Terminate Record