Create a shift reservation
Reserve a workplace item for a shift. Create a single reservation or a recurring reservation for the same shift.
Vorbereitungen
Role required: sn_wsd_core.workplace_user
Prozedur
-
Navigate to the Make a Reservation page from any of the following starting
points.
Location Steps From application navigator Navigate to Workplace Reservation Management > Portal > New Reservation. Employee Center - Navigate to Employee Center (All > Self-service > Employee Center)). On the home page, navigate to Workplace > Browse all Workplace and select the workplace service.Hinweis:
- Open the reservation portal and do one of the following:
- Click Reservations > Make a reservation.
- On the homepage, select Make a reservation.
- From the Workplace services catalog, do the following:
- Select Catalog > Browse by categories > Workplace Services Catalog.Hinweis:If there are multiple catalogs configured on the portal, go to the Catalogs list and select Workplace Services Catalog.
- Select Reservation Management > New general reservation.
- Select Catalog > Browse by categories > Workplace Services Catalog.
The Make a Reservation page opens in a new tab. - Navigate to Employee Center (All > Self-service > Employee Center)). On the home page, navigate to Workplace > Browse all Workplace and select the workplace service.
-
Search for a workplace item that you want to reserve using the following
available criteria.
- Building: Name of the building.
- Type: Workplace item that you want to reserve, such as a meeting room or desk.
- Shift schedule: Shift for which you want to reserve a workplace item.
- Start date: Date when you want to reserve the workplace item.
- Recurring: Option for reserving the workplace item on a recurring basis.
- Recurring end date: This option appears if you select the Recurring option. Select the end date of the recurring reservation.
-
Click Search.
The workplace items which match the search criteria and which are available during this shift are displayed.Hinweis:You can switch between the Card view tab and Schedule view tab to review the availability of workplace items. If your company uploads floor maps, view the maps using Mappedin or Indoor Mapping. For more information on how to use floor maps, refer to Workplace Space Mapping.
- Wahlweise:
Sort the workplace items in alphabetical order or by using a filter with the
Show filter option.
You can also sort the workplace items to display your favorite locations first. To view the option, you must have access to the Employee Center and also have favorite locations. Your favorite locations are displayed first in an alphabetical order followed by the other locations that match the search criteria.
-
Select the workplace item that you want to reserve using any of the following
options.
- Click Add.
- If you have selected the Schedule view tab, click Add.
- If you have selected the Map view tab, select any space that is colored green and click Add.
- Select Next.
-
On the form, fill in the fields.
Tabelle : 1. Reservation details form Field Description Reservation subject Subject of your meeting. Sensitivity Nature of your meeting. Select Private if you want to hold a confidential meeting. Hinweis:When you mark a meeting as Private, the Reservation subject becomes hidden for other people and is displayed as ** private **. The only people who can see the subject are you or the person for whom you have requested this meeting.This reservation is for If you are requesting a reservation on someone else's behalf, select the name of that person. Leave this field empty if you are requesting a reservation for yourself. - Click Submit reservation.
Ergebnisse
If the item does not require any approval, then the selected workplace item is reserved. The status of the request is updated to Confirmed.
If you requested reservation for an item that requires approval, then your request is submitted to the approver. The status of the request is updated to Awaiting approval.
Nächste Maßnahme
Review your reservation details. To edit or cancel your reservations, see Share, modify, or cancel a reservation.