Download - Managing Resources: Equipment and Services
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Texas Regional Ad Astra Summit
Managing Resources: Equipment and Services
Presented byJenny Hulsen
Ad Astra
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Texas Regional Ad Astra Summit
Session Overview• Equipment Inventory• Collections• Services• Linking Services• Security • Requesting/Scheduling • Approvals• Reporting
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Texas Regional Ad Astra SummitBuilding an Equipment
Inventory• Categories and groups are used to help navigate
and filter the list.
• Each item will belong to a specific category
• Items may have multiple group tags
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Texas Regional Ad Astra SummitBuilding an Equipment
Inventory• Two Types of Tracking
o Quantityo Individual Items
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Texas Regional Ad Astra SummitBuilding an Equipment
Inventory• Combine into Collections
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Texas Regional Ad Astra SummitCreating a Service
Menu• Setup/Teardown Services
o Associated Serviceso Independent Services
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Texas Regional Ad Astra SummitLinking Services to Equipment
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Texas Regional Ad Astra Summit
Linking Services to Rooms
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Texas Regional Ad Astra Summit
Security Roles• Permission can be limited by:• Category• Resource Type• Group Tag• Specific item(s)
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Texas Regional Ad Astra SummitRequesting/Scheduling
• Event Wizard / Event Form
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Texas Regional Ad Astra SummitRequesting/Scheduling
• Event Request Template
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Texas Regional Ad Astra SummitRequesting/Scheduling
• Limit available resources by event templates
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Texas Regional Ad Astra Summit
Notification and Approvals• Approver Groups• Event Request Form• Resource Use (Group Tags)• Rooms
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Texas Regional Ad Astra Summit
Event Request
• Requester does not have rights to Edit Events• Scheduler does not have rights to Schedule resources
Approval Group NotificationGroup
S
Default Workflow Process: Event Request Template
R
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Texas Regional Ad Astra Summit
Event Form
• Scheduler does have rights to Edit Events• Scheduler does not have rights to Schedule
resources
Approval Group Notification Group
S
Default Workflow Process: Schedule for Approval
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Texas Regional Ad Astra Summit
Notification and Approvals• Request response options:• Approve• Decline• Request Information
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Texas Regional Ad Astra Summit
Discussion Topics• How Equipment and Services were integrated on
your campus
• Strategies for overcoming obstacles
• Getting “Buy-in”
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Texas Regional Ad Astra Summit
Contact Information• Jenny Hulsen• Account Manager• Ad Astra Information Systems• 913-652-4189• [email protected]