Reserving shared equipment and accepting the reservation
You can reserve a partner's equipment when that partner has allowed your organization to reserve from them and marked the individual item units Shared and reservable.
Trail Sharing reservations are for specific items, because their ownership and location matter when arranging collection and return.
The equipment owner must approve a request before the requester can read out the items.
Topics:
Reserve a sharing partner's equipment
- Open Items - All items
- Open Advanced Search
- Under Sharing Organizations > select one or more partners.
- Select the sharing partner's equipment sharing visibility setting ('Shared' or 'Shared and reservable') and click the Search button
- Only items marked Shared and reservable can be reserved.
- Select the individual items you want using the checkboxes
- Select Add to Reservation above the list.
- You can select existing reservation or create a new one
- Select Save
- Open Reservations module
- Open the reservation you created. It initially has Draft status
- In the reservation's Acceptances section > select Request
- The status changes to Requested
- Wait for the equipment owner to approve the request.
- When approved, the reservation shows Approved to the requester and you can read out the equipment.
Trail notifies the responsible people in the organizations that own the reserved equipment when you request approval. These include users with Editor rights to the Reservations module and users added to the departments that own the items in the reservation.
Accept or reject a partner's reservation
- Open Reservations module
- Open the partner's reservation with Requested status
- Accept or reject it in the reservation view.
- If you reject it, you can enter a reason; Trail notifies the requester of the rejection and the reason.
- After acceptance, the reservation has Accepted status in the owner's view. The requester can then scan the equipment out for the reservation.
