Creating a new reservation

Why reservations are used

• Helps with planning: plan ahead what items are needed and when.
• Clarity: the reservered by field shows who is using the item.
• Notification: if the reserved by user doesn’t return items in time, an automatic reminder is sent (optional setting).

Reservation rights can be:

• No: cannot make reservations
• Read: can create personal reservations for their own department
• Edit: full rights to all reservations

Creating a new reservation

1. Open Reservations - All reservations
2. Click New reservation
3. Fill in the basic information:
   • Title – a descriptive name for the reservation
   • Start – when the use begins
   • End – when the items must be returned
4. Choose:
   • Create and add items – if you want to plan the equipment immediately
   • Create– if you only want to save the reservation template

💡 If you want to create a reservation for another user, make sure the field “Select reserved for” is enabled under Admin → General settings → Reservations.

Planning items for a reservation

1. Open the reservation
2. Click Add items
3. The model list shows how many items are available for the selected time period
4. Enter the desired quantity on the left side
5. For stock models, check the department and location

6. Click Save
7. In the reservation view, you can see a clear view of your reservation plan.

Reading out and returning items

Reading out:

1. Check the required quantities
2. Scan the item’s QR code (Trail label) in the Read barcode field.
3. If the item doesn’t have a label, enter the item ID manually
4. Click Go
5. The item is read out.

Returning:

1. Scan the item QR code again in the Read barcode field
2. Click Go
3. Returned items appear in green.

⚪ Grey = planned, not yet read out 🔵 Blue = read out 🟢 Green = returned