Office of Research Manage Bookings - Office of Research

Manage Bookings

Book (reserve) an instrument on behalf of your customer:

  1. From HOME >> Book a system or from the BOOK tab, select the instrument from the list
  2. Select the appropriate user in the Book a session for dropdown
  3. Select the appropriate project in the Project dropdown (if your Core is utilizing Projects)
  4. Select the appropriate financial account for the order
  5. Select the blocks of time for the reservation
  6. If a Core Staff member will be assisting on the booking,
    • check the box Assisted by
    • from the drop down select the staff member to provide assistance
  7. Select >> Book the selected sessions at the bottom of the page to complete the reservation

 

 

Reschedule a Booking:

  1. From HOME >> Book a system or from the BOOK tab, select the instrument from the list
  2. Locate the session on the calendar
    • Use the weekly options at the top of the calendar to scroll through dates
  3. Click the Pencil tool in the top right corner of the booking
  4. Select the new block of time for the reservation
  5. Select >> Reschedule the session with the selected slots at the bottom of the page to complete the reservation
  6. Confirm Changes

 

Edit a Booking:

  1. From HOME >> Book a system or from the BOOK tab, select the instrument from the list
  2. Locate the session on the calendar
    • Use the weekly options at the top of the calendar to scroll through dates
  3. Click the reservation box to view reservation details
  4. Select Change next to the data you wish to edit:
    • Session Type
    • Status
    • Project
    • Financial Account Number
    • Price
    • Notes
  5. Click Save
  6. Select Close when edits are complete

 

Cancel a Booking:

  1. From HOME >> Book a system or from the BOOK tab, select the instrument from the list
  2. Locate the session on the calendar
    • Use the weekly options at the top of the calendar to scroll through dates
  3. Click the reservation box to view reservation details
  4. Select the Cancellation option:
    • Cancel Session
    • Cancel Session, Cancel Charge
    • Cancel Session, Keep Charge
    • Cancel Charge