managing resources: equipment and services
DESCRIPTION
Managing Resources: Equipment and Services. Presented by Jenny Hulsen Ad Astra. Session Overview. Equi pment Inventory Collections Services Linking Services Security Requesting/Scheduling Approvals Reporting. Building an Equipment Inventory. - PowerPoint PPT PresentationTRANSCRIPT
Texas Regional Ad Astra Summit
Managing Resources: Equipment and Services
Presented byJenny Hulsen
Ad Astra
Texas Regional Ad Astra Summit
Session Overview• Equipment Inventory• Collections• Services• Linking Services• Security • Requesting/Scheduling • Approvals• Reporting
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
Texas Regional Ad Astra SummitBuilding an Equipment
Inventory• Two Types of Tracking
o Quantityo Individual Items
Texas Regional Ad Astra SummitBuilding an Equipment
Inventory• Combine into Collections
Texas Regional Ad Astra SummitCreating a Service
Menu• Setup/Teardown Services
o Associated Serviceso Independent Services
Texas Regional Ad Astra SummitLinking Services to Equipment
Texas Regional Ad Astra Summit
Linking Services to Rooms
Texas Regional Ad Astra Summit
Security Roles• Permission can be limited by:• Category• Resource Type• Group Tag• Specific item(s)
Texas Regional Ad Astra SummitRequesting/Scheduling
• Event Wizard / Event Form
Texas Regional Ad Astra SummitRequesting/Scheduling
• Event Request Template
Texas Regional Ad Astra SummitRequesting/Scheduling
• Limit available resources by event templates
Texas Regional Ad Astra Summit
Notification and Approvals• Approver Groups• Event Request Form• Resource Use (Group Tags)• Rooms
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
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
Texas Regional Ad Astra Summit
Notification and Approvals• Request response options:• Approve• Decline• Request Information
Texas Regional Ad Astra Summit
Discussion Topics• How Equipment and Services were integrated on
your campus
• Strategies for overcoming obstacles
• Getting “Buy-in”
Texas Regional Ad Astra Summit
Contact Information• Jenny Hulsen• Account Manager• Ad Astra Information Systems• 913-652-4189• [email protected]