Reservation list and reservation's own page

Reservation List

At the top of the list, you’ll find tools to manage reservations efficiently:

• Search field – quickly search for reservations by title or reserver
• New Reservation – create a new reservation easily from the top right corner
• Export list to Excel – export basic reservation data to an Excel file

Searching Reservations

Reservations can be searched in multiple ways:

• Free text – search by reserver or title
• Show advanced search – filter by additional information, e.g., location or reservation dates
• Search past reservations – can be done in two ways:
  • Filter by state – select “Returned”
  • Advanced search → Active between dates – enter a date in the right-hand field to see all reservations that ended before this date

Reservation Status

Reservation status shows in one word and with a clear color code. Possible statuses:

Reservation's Own Page

The reservation detail page provides a comprehensive overview of a single reservation. From this page, you can see basic information, planned items, checked-out and returned items, and scan history.

Basic Information (Left Side)

• Status – reservation status (Planned, Checked out, Returned, Overdue)
• Start and End Time
• Duration – calculated automatically by Trail
• Equipment Value – combined value of all items
• Reserver Information – who has the items. Note: items can only be added from departments accessible to the reserver
• Rental Details – shown if rental functions are enabled

Action Buttons (Right Side)

• Read barcode – scan items in or out
• Reservations – shows planned quantities and which items are read out or returned
• Consumables – consumables can be added to a reservation. Select department and location first before scanning. Items are deducted from stock when scanned out. Consumables are not returned by default
• Reservation sets (optional) – create a plan using pre-defined sets of item models and quantities
• History information - what updates have been made, and which items have been read our and returned and when.

Equipment Value

Trail calculates an equipment value for every reservation. The value is based on the model’s renewal price, or the item's purchase price if no renewal price exists.

1. Renewal price available

Equipment value = model renewal price × quantity

2. No renewal price

If the computer would not have renewal price, Trail uses the purchase price.

3. Item has content

If an item has content, the content’s value is included.

• In planned reservations → value is estimated (because at this point it is not clear will the used item have content or not).
• In read out reservations → value is exact.
• Note! If you add content items separately to a reservation, they are counted twice.

Note The equipment value is based on value situation of when the items have been added. If the values (for example model renewal price) changes after they have been scanned out, the equipment value is not updated automatically.