Resource Scheduler Training 22723

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Resource Scheduler Training 2007: 

Resource Scheduler Training 2007 Dennis Fox Mary Ann White Shannon Foss

Agenda: 

Agenda What Is Resource Schedule Overview of Changes Placing A Reservation Placing A Catering Order Billing Questions

What Is Resource Scheduler: 

What Is Resource Scheduler Interactive Room Scheduler Interactive Catering Order System Tied To Our Catering Partner, Sodexho Web Based

Changes: 

Changes Organization Of Resource Tree Changes In Security Placement of Catering Orders E-Mail Acknowledgements

Home Page: 

Home Page

Note Changes in Tree to left: 

Note Changes in Tree to left

Certain Assets Are View Only: 

Certain Assets Are View Only

Click Name of Asset To See Special Information: 

Click Name of Asset To See Special Information

Click Asset To Open Reservation: 

Click Asset To Open Reservation

Use Drop Down …..: 

Use Drop Down …..

Or Calendar to Select A Date: 

Or Calendar to Select A Date

Use Dropdowns to Set Time: 

Use Dropdowns to Set Time

Type In Reservation Title: 

Type In Reservation Title

Click “More” to Complete Reservation: 

Click “More” to Complete Reservation

Use Drop Downs/Type To Complete Required Fields (In Red): 

Use Drop Downs/Type To Complete Required Fields (In Red)

Select “Recurring” Tab if Reservation is Recurring (limited to 6 Months): 

Select “Recurring” Tab if Reservation is Recurring (limited to 6 Months)

“Attendees” Tab Allows You To Create A List of Attendees: 

“Attendees” Tab Allows You To Create A List of Attendees

“FilesTab” Allows You To Relate Files From Your Desktop To The Reservation: 

“FilesTab” Allows You To Relate Files From Your Desktop To The Reservation

AV & CIS Request Will Direct You To Their Contact Information To Make A Reservation: 

AV & CIS Request Will Direct You To Their Contact Information To Make A Reservation

Clicking the “Info” Icon Will Give You Information About the Asset: 

Clicking the “Info” Icon Will Give You Information About the Asset

Clicking “Submit” Will Generate Your Reservation And Create A Confirmation E-Mail For You and Those Listed As “Attendees”: 

Clicking “Submit” Will Generate Your Reservation And Create A Confirmation E-Mail For You and Those Listed As “Attendees”

E-Mail Sent With Link To Reservation : 

E-Mail Sent With Link To Reservation

You Amy Also Print A Confirmation: 

You Amy Also Print A Confirmation

The Reservation Is Now On The Calendar You Can Return To The Reservation By Clicking The Name: 

The Reservation Is Now On The Calendar You Can Return To The Reservation By Clicking The Name

To Add Catering Click Services: 

To Add Catering Click Services

Click “New Order” To Begin Your Order: 

Click “New Order” To Begin Your Order

Select The Segment Of the Day Note The “Available Times” To The Right: 

Select The Segment Of the Day Note The “Available Times” To The Right

The System Will Inform You OF What Is Not Available : 

The System Will Inform You OF What Is Not Available

Set The Time For Delivery and Pick Up: 

Set The Time For Delivery and Pick Up

Note You May “Pick Up” You Order: 

Note You May “Pick Up” You Order

Clicking The “Info” Icon Will Provide A Description Of the Item If Available: 

Clicking The “Info” Icon Will Provide A Description Of the Item If Available

A Full Description Of The Item And How Sold IS Available From The Catering Guide @ Conference Web Site: 

A Full Description Of The Item And How Sold IS Available From The Catering Guide @ Conference Web Site

Input Quantity To Be Ordered: 

Input Quantity To Be Ordered

Click Next When Order Quantity Is Complete: 

Click Next When Order Quantity Is Complete

Input Order and Billing Info (Note You May Use Check Box To Copy Order Info To Billing: 

Input Order and Billing Info (Note You May Use Check Box To Copy Order Info To Billing

Account Info Can Note Splits: 

Account Info Can Note Splits

Click Edit To Change Order ….: 

Click Edit To Change Order ….

Or Next To Compete The Order (Note You May Print A Copy Of The Order): 

Or Next To Compete The Order (Note You May Print A Copy Of The Order)

Clicking “Finish” Will Take You Back To Order View: 

Clicking “Finish” Will Take You Back To Order View

..And Generate A Confirming E-Mail. (Note Status IS Pending Approval) The Order Has Been Sent To Sodexho: 

..And Generate A Confirming E-Mail. (Note Status IS Pending Approval) The Order Has Been Sent To Sodexho

Clicking Back Returns You To The Reservation: 

Clicking Back Returns You To The Reservation

Click Order Management To Edit A Pending Order: 

Click Order Management To Edit A Pending Order

Click The Order Number To Open And Edit: 

Click The Order Number To Open And Edit

E-Mail Confirmations Will Be Sent At the End Of Each Change: 

E-Mail Confirmations Will Be Sent At the End Of Each Change

…Or Should You Cancel The Order: 

…Or Should You Cancel The Order

The Week Before Event Sodexho Will Accept The Order and E-Mail Will Confirm: 

The Week Before Event Sodexho Will Accept The Order and E-Mail Will Confirm

… And The Status Of The Order Changes In The Service Tab For That Reservation: 

… And The Status Of The Order Changes In The Service Tab For That Reservation

Finally, When The Order IS Complete, The System Will Send An E-Mail (after Event): 

Finally, When The Order IS Complete, The System Will Send An E-Mail (after Event)

… And the Service Tab IS Updated: 

… And the Service Tab IS Updated

GOTO Resource Scheduler: 

GOTO Resource Scheduler

QUESTIONS ?????: 

QUESTIONS ?????