Resource Allocation Tool

RAT - Resource Allocation Tool

Options

Adding/Deleting/Modifying a reservation

All administrators and managers have the power to reserve resources. Administrators can modify any and all reservations while manager can only modify or delete reservations they have made themselves .

Adding a reservation

Click the "Add Reservation" button on the left sidebar. To make a reservation, simply fill out all the fields and submit the form.

  • Choose Resource This is a list of resources offered by your entity. Choose the resource you wish to reserve.
  • Select Date and Time Choose your month, day, year, start time, and end time from the pull-down menus.
  • Reserved For Enter the name of the person who will be using the resource. If you received a reservation request, enter the name of the person who sent the request.
  • Reason Choose the best reason from the list given. If no appropriate reason is listed, choose "other" and put an explanation of the reason in the "Comments" section.
  • Comments Add any important information about the reservation to this field.
  • Repeat Type Leave "One Time Event" selected if the reservation is for one day or less. Choose "Repeat" if the reservation is for the same time slot on multiple days. You can choose to repeat the reservation in increments up to four weeks. Choose what days of the week you want the event to repeat and the date the repetition should stop.

Modifying a reservation

All Managers are allowed to modify reservations that they entered themselves. Administrators are allowed to modify all reservations for resources within their entity. To modify a reservation, click "Edit Reservation" on the left sidebar. The display that appears will work the same way as Week View for viewing resource availability. Choose the resource and find the reservation you would like to modify. When you find it, click on the 'edit' hyperlink to bring up a modify form for that reservation. Change any of the fields you wish. If the reservation is a repeating reservation, the modify form will have "backwards", "this one only," "forward," or "all" options. Choose "backward" to change all occurrences of the reservation before the selected date. Choose "this one only" to modify the reservation only on the date selected. Choose "forward" to change all occurrences of the reservation after the selected date to match the new information. Choose "all" to change all occurrences of the reservation, both before and after the selected date.

Deleting a reservation

All managers are allowed to delete reservations that they entered themselves. Administrators are allowed to delete any reservations for resources within their entity. To delete a reservation, click "Edit Reservations" on the left sidebar. The display that appears will work the same way as Week View for viewing resource availability. Choose the resource and then find the reservation you would like to modify. When you find it, click on the 'delete' hyperlink to bring up a form for that reservation. The delete form will have a "backward", "this one only," "forward," or "all" option. Choose "backward" to delete the current reservation and all previous reservations. Choose "this one only" to delete the reservation only on the date selected. Choose "forward" to delete all occurrences of the reservation after the selected date to match the new information. Choose "all" to delete all occurrences of the reservation, both before and after the selected date.