Mobile: Calendar (Reservations)
You can create calendars for collections to track reservations and other events associated with Date or Date & time fields in the collection. You can select the date fields to be displayed and a separate field to control the data displayed for events in the calendar.
When Reservations are enabled for a collection, forms are also added to enable users to reserve, check out, and check in assets within the collection over defined time periods. The reservations can be viewed and managed from the Calendar view.
You can create and review reservation calendars in the mobile app. This enables you to perform the following tasks:
Reserve assets for a specific time window
See availability and avoid conflicts
Check out reserved items when you pick them up
Check in items when they are returned
Review the reservation history for each asset
The collections and forms displayed in the mobile app depend on how your organization has configured reservations and user permissions configured in the web application.
This guide applies to both iOS and Android. Some buttons or icon styles may differ between platforms, but the flow is the same.
View a calendar
You can adjust the collection or reservations calendar view to make it easier to location activities.
In the mobile app, select the appropriate account and module. for which you want to view reservations.
Tap Calendar.
Tap above the calendar and then select the appropriate Collection or Reservations calendar. The current date is displayed on the calendar.
Use the following options to adjust the view:
To navigate between weeks in the calendar, tap and in the week view above the calendar.
To select a date within the month, drag the bar below the week view to display the month and then tap the date within the month.
To search for an event, tap and then enter the text to be searched.
To return to the current date in the view, tap the date block (for example,
).To filter the calendar view, tap and then enter the filter criteria.
To change between a one-day, two-day, or list view of reservation events, tap and then select the appropriate option.
To view the details of a reservation, tap the reservation in the calendar. The Reservation details page is displayed.
View reservations (record view)
You can view the reservations associated with a record.
Navigate to the collection that contains the record. See Manage collections.
Tap the record to be reviewed. The details page is displayed.
Tap Reservations. All reservations associated with the record are displayed.
To view the details of the reservation, tap the reservation card. The Reservation details page is displayed.
Reserve an asset
Tap
.Click Reserve. The Reserve form is displayed.
For Reservation field, select the field that identifies the reservation owner.
For Reserve for, select the user associated with the reservation.
For Reservation start date and Reservation end date, select the beginning and ending dates of the reservation, and then tap Ok. To set to the current date and time, tap Set to current.
Select Continue. The Select Asset page is displayed.
Select the check box for each asset to include in the reservation.
Select Continue. The Summary page is displayed.
To edit any reservation details, select Edit.
Tap Reserve. The reservation is added and can be displayed when you view the calendar.
Check out an asset
When an asset is reserved, you can check it out to signify the physical pickup of the asset.
View the reservations calendar or view the reservation in the record view for the asset you want to check out.
In the calendar, tap the reservation for which you want to check out assets. The Reservation details pane is displayed.
Tap Check out. The check out form is displayed.
Complete any fields required in the form and then tap Continue. The Summary page lists all assets associated with the reservation.
To remove an asset from the checkout process, tap next to the asset.
If you remove an asset, you can tap Include to reinstate it.
Select Check out. The checkout is displayed in the calendar.
Check in an asset
When an asset is checked out, you can check it in to signify the physical return of the asset.
View the reservations calendar or view the reservation in the record view for the asset you want to check in.
In the calendar, tap the Checked out event for which you want to check in assets.
Click Check in. The check in form is displayed.
Complete any fields required in the form and then click Continue. The Summary page lists all assets associated with the reservation.
To remove an asset from the check-in process, click next to the asset.
If you remove an asset, you can click Include to reinstate it.
Select Checked in. The check-in is displayed in the calendar.
Create a collection calendar
You can create a custom calendar to track events associated with a configured Date field.
In the mobile app, select the appropriate account and module. for which you want to add a calendar.
Tap Calendar.
Tap above the calendar and then select Add calendar. The Add calendar page is displayed.
Select Collection.
Enter the Calendar name.
Select the Account, Module, and Collection you want to associate with the calendar.
Select the Date field for which you want to display events in the calendar.
Select the Display field that you want to display in the calendar for the event.
Select Add.
Create a reservations calendar
You can create a reservations calendar to track when assets are reserved by users.
In the mobile app, select the appropriate account and module. for which you want to add a calendar.
Tap Calendar.
Tap above the calendar and then select Add calendar. The Add calendar page is displayed.
Select Reservations.
Enter the Calendar name. For best results, name the calendar in a way that identifies the collection whose assets are being reserved.
Select the Account, Module, and Collection you want to associate with the calendar.
For Reservations made by, select whether to display reservation events for all users or the current user only.
Select Add.
Last updated