By configuring resources through the east panel in Organizer instead of accessing the code list via the administration menu, you are directed straight to the correct code list. Here you can add more types of competencies that are then seen as options in Organizer.
1.Select Organizer > Show Organizer.
2.Select the Resources tab.
3.Search for available resources to book and review the occupancy of different resources.
4.Select a resource. The east panel opens. In the east panel, you get a summary of bookings for the resource to quickly get an overview of how accessible the resource is and the competence of the resource.
Add a recurring booking
You can specify when a resource is unavailable or on standby. The booking can apply to a single occasion or repeat at a recurring interval.
1.Select Organizer > Show Organizer and open the Resources tab.
2.Search for and select a resource. The resource opens in the east panel.
3.Select the Bookings tab.
4.Select Unavailable or Standby and press Add.
5.Enter the start and end date for the booking.
6.Select how the booking should repeat. You can create a booking that does not repeat or select to repeat it daily, weekly, monthly, or yearly. For a monthly booking, you can define the recurrence based on day of the month or weekday.
7.For a recurring booking, specify when the recurrence should end:
oAfter – specify the number of occurrences to create.
oOn – specify the date on which the recurrence should end.
8.Save the booking.
Edit a recurring booking
Recurring bookings are grouped in the booking list. The group shows the date range of the booking series and how often the booking repeats. Expand the group to view the individual bookings.
When you edit a booking, the available options depend on what you select:
•Booking series – Select the group header to edit the entire series. The start date can be changed.
•A booking that is not part of a recurring series – The booking opens directly for editing and the start date can be changed.
•An individual booking in a recurring series – Select whether the change should apply to This booking or This and following bookings. Earlier bookings are not affected. If This and following bookings is selected, the start date cannot be changed.
Configure more types of resources
This function can be used to, for example, add more selectable resource types.
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Right-click on the resource type and select Open the codelist manager.
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When configuring new personnel resources, the correct login name of the staff must be entered in the Username field in order for them to work in Organizer Webmap. The username must be entered manually, it is not automatically retrieved from the system. |
Configure more competencies
This function can be used to, for example, add more selectable competencies.
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Select a competence and press the Change button. A dialog box for competences opens.
3.Right-click on the skills field and select Open codelist manager.
Mark a resource as inactive
1.Select a resource in the Resources tab. The resource opens in the east panel.
2.Uncheck the Active checkbox.
An inactive resource does not appear in the Booking tool or WorkPlanner when booking a resource on a resource need.