Adding a reservation policy
Procedure
1. Go to Reservation policies > Reservation policies selection level.
2. On the action panel, click Add.
3. Enter the required information on the data panel.
For information on field descriptions, see
Reservation policies fields.
4. Click Save.
5. On the action panel, set the status to Activated, if the policy is ready to be implemented.
Example:
Setting up a Reservation policy for meeting rooms
This example helps illustrate how reservation policies can be tailored for specific user groups and time periods.
You want to create a reservation policy that allows only the sales department to reserve meeting rooms during the weekdays, between 9:00 AM and 6:00 PM, for the next three months. Enter the policy name, for example, Sales department weekday reservation, set the applicable user group as Sales department and select the reservation type, in this case, Meeting rooms.
Specify the reservable period. For this example:
◦ Reservable Period From: Start of next month
◦ Reservable Period Until: Three months later
Define reservation rules
◦ Set the allowed days of the week to Monday through Friday.
◦ Set the time range, allowing reservations only from 9:00 AM to 6:00 PM.
◦ Activate the policy.
With this policy in place, only users from the Sales department can reserve meeting rooms during weekdays between 9:00 AM and 6:00 PM, and only for the specified three-month period. If anyone outside of these parameters tries to make a reservation, it will be blocked.