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Release Details
Product: Bookings - EQ1
Release Date: Friday 8th November 2024
Summary: A new feature in Equiem One enabling authorised roles to manage booking resources, and bookings, all under the one site
Overview
Multi-Site Resource
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& Booking Management
Background
Previously, all functionality within the Bookings module was limited to the specific site you were using in Equiem One. This meant you could only create and manage resources that belonged to that particular site, including bookings for those resources.
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While primarily aimed at addressing the needs of Flex sites, this feature is also beneficial for clients with multiple sites in their portfolio, allowing staff to manage booking resources and bookings across various locations more seamlessly.
Accessing the Feature
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Nothing new is required in order to access this feature. If your account belongs to more than one site, and you have an authorised booking role at those sites, you will gain access to this feature. If you belong to only one site, there is no material change for how you go about managing bookings, whether that be resources or the actual bookings. A minor change has been made to the resource creation/edit form which is outlined in this section. |
Site Switcher
If your account belongs to more than one site, and you have an authorised booking role at those sites, you will now notice that when you go into the Bookings section of Equiem One, the site switcher in the top left corner is disabled:
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If you navigate away from |
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Creating/Managing Resources
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The create/edit resource form now includes a new
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Once a site has been selected, and the form saved, the site field cannot be changed |
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Bookings Management
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The below features apply when your account belongs to more than one site, and you have an authorised booking role at those sites |
Location Column
A new column called Location has been added to the bookings management table to display which site, and building, the resource/booking belongs to:
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Site Filter
A new filter, Site, has been added to allow you to filter bookings to a particular site:
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Daily Run Sheet
The location of the resource is also included on the Daily Run Sheet in the second column:
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Reconciliation
Reconciliation Report
If you export the Reconciliation report:
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You’ll see a new Location column which displays the site and building the resource is located at:
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FAQs
Question | Answer |
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Has any other logic changed with roles or access? | No other logic has been touched and all existing roles will behave the same as they did before. All resources are still tied to a specific owner company, so you can only manage resources and bookings associated with the company you are affiliated with. |
Have any changes been made to who can book the resource? | No. This is still dependent on the settings you apply for  |
Are there any impacts to reporting? | No. Nothing has changed. |
Why can I no longer switch site when on the Bookings module? | Refer to this section. |
Who can benefit from these features? | These features aren’t exclusive to a Flex type site. Any user, who has an authorised booking role, at multiple sites, can benefit from them. |