Review pending workplace reservation requests from employees in Workplace Core and assign available workplaces to complete these
requests.
Antes de Iniciar
Role required: sn_wsd_core.workplace_manager
Procedimento
-
Navigate to .
-
Open a pending request that you want to address.
-
Open the related reservation record, which is the parent reservation:
-
Select the information (
) icon next to the Reservation field.
-
Select Open Record for the desired request.
-
On the reservation form, review the reservation details such as the workplace
location being requested, the start and end dates, and the number of
reservations confirmed for that period.
From these details, you can review the number of days, with their dates, that
are missing a reservation for the employee for the requested location.
-
If any dates are missing a reservation for the requested location, adjust the
pending request to assign a workplace for all the missing desired dates.
- Change the workplace location in the parent reservation to a workplace
available for all dates, which will also update the location for all
applicable future child reservations.
- Select a different location from the Workplace
location field.
- Select Update.
- Create a child reservation for a new workplace location for this
employee for specific dates that are missing a reservation.
- In the Reservations related list, select
New.
- Select the start and end dates in the Start
and End fields.
- Select a location from the Workplace location
field.
The list of spaces displays the locations that are
available for the requested dates.
- Select Submit.
-
After all the days that were missing a reservation are addressed, update the
status of the pending workplace task to Closed
complete.
- Opcional:
Repeat this process for all pending workplace requests that you want to
address.
Resultado
Once the status of workplace request is updated to
Closed complete, the reservation information is populated in
the Notes field of the workplace request.