if you know which unit (room/flat/house) you want to book out, start on the relevant record - in this case we are going to create a new staff booking for a house, 25 King's Close.
Click the bookings tab (it may be labelled occupancies if there are already some bookings/leases for this unit)
Click the add new booking button.
Set the name of the person the unit is to be booked out to in the yellow section of the form - this will be preset with your own name initially.
If the unit is available for the dates requested then it will be listed on the resources tab and it will be pre-selected in the blue section of the new booking form.
All you need to do now is confirm the summary of the booking in the green section and click the Confirm button top right to complete the request.
The completed request for the booking is passed to the relevant bookings manager or team for final confirmation.
The booking tickbox confirms that this is a booking request and the the goto button next to the tickbox will take you to the full bookings record.
The bookings record is initially flagged as pending and with a hold applied - this is because it is waiting for the bookings manager or team to finally confirm the booking.
To finally confirm the booking as live (performed by the bookings manager or team), click the edit button next to the current status.
In the dialogue add any details and click Confirm button.
The Hold has now been released and the booking is confirmed. The current status will continue to show as pending until the start date at which point the status will change to current.
The lease details tab allows the bookings manager or team to setup additional information relevant to this lease. These include:
NOTE: Where access is granted (either with prior notification or during week days) or denied, this information is copied across to new helpdesk issues and repeated on outgoing works orders where relevant so that maintenance personnel are aware of the access rights granted.
See also:
Accommodation and leases access permissions for faults