Resource Scheduler Training 22723

Information about Resource Scheduler Training 22723

Published on November 29, 2007

Author: Julie

Source: authorstream.com

Content

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 ?????

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