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The relevant reservation settings for this object can be set via the' Reservation settings' tab.
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This tab can look a bit different depending on the type of object (Area, Asset or CatalogItem). For instance, the setting if catering is allowed to be reserved, is only available on the reservation settings tab of an area (as it can be indicated per area, if catering is allowed to also be booked for that area). |
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If an object is made reservable, it can be added to a reservation (depending on if the object is not yet reserved and relevant restrictions of the object (more on restrictions see below)). Multiple objects can be added to the same reservation. For each reservable object added to a reservation, a ‘Reservation item' is created (linking the reservable object to the reservation):
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Most of the reservable settings are self-explanatory (by also using the hover over help texts). More information on the fields under the ‘Timing’ header is described in the next part, ‘Reservation restrictions’. Some additional options are:
Availability (Regimes)
Linking a Most of the reservable settings are self-explanatory (by also using the hover over help texts). More information on the fields under the ‘Timing’ header is described in the next part, ‘Reservation restrictions’. Some additional options are:
Approval required
it is possible to enable an approval step in the reservation workflow based on if approval is required for certain reservable objects via the setting ‘Approval required'. If a reservation is submitted with at least one reservable object that requires approval, the workflow will generate a task to approve (or edit / cancel) the reservation before the reservation is confirmed. The task to approve the reservation is assigned to users with the system group 'Approve reservation items’. See Reservations module activation and information: 4.4 User groups for more information about this system group.
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Even if a reservation still requires approval, the reserved resources are blocked from being reserved by other during the timespan of the reservation. only if the reservation is cancelled or the specific resource is removed, will the resources become available for others to reserve again. This only applies to areas and assets/equipment. As catalog items/services do not have a limited reservable quantity. |
Availability (Regimes)
Linking a ‘regime’ can be done via the ‘Availability’ button on the reservation settings page. By linking a regime to a reservable object, the availability of the object can be limited. For instance, catering might only be available during office hours; thus, a regime that only has availability on workdays from 9 to 5 could be linked to reservable catalog items. This will ensure that users cannot select this object if they create a reservation that takes place outside of these available hours.
For more information on regimes, see: https://spacewell.atlassian.net/wiki/spaces/KB/pages/edit-v2/105152618
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Be aware: The actual invoicing of reservations is not available via Workplace Management. but instead reports can be created to export the costs from reservations (and follow up on these costs in a financial system for example). It is possible to create invoices and add invoices items manually, without an actual link to the reservations. See: Outgoing invoices module activation and informationavailable via Workplace Management. but instead reports can be created to export the costs from reservations (and follow up on these costs in a financial system for example). It is possible to create invoices and add invoices items manually, without an actual link to the reservations. See: Outgoing invoices module activation and information |
Reservable objects added to a reservation
If an object is made reservable, it can be added to a reservation (depending on if the object is not yet reserved and relevant restrictions of the object (more on restrictions see below)). Multiple objects can be added to the same reservation. For each reservable object added to a reservation, a ‘Reservation item' is created (linking the reservable object to the reservation):
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1.2 Reservation restrictions
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