how can i adjust resource usage records?

To adjust the time a resource was actually used, the core administrator can update usage in two ways:

On the calendar through the reservation:

STEP 1: Access the resource calendar.

On the core’s page, click on Schedule Equipment tab, and then the View calendar button for the appropriate resource. (Figure 1) 

Figure 1: Accessing the resource calendar.

STEP 2: Open the reservation.

Navigate to the reservation you wish to adjust by using the right and left arrows on the calendar. (Figure 2) 608

Figure 2: Open the reservation.

Then, click once on the reservation, then double-click the pencil icon next to the reservation. (Figure 3) 

Figure 3: Click the pencil icon.

The reservation opens.

STEP 3: Adjust the time.

From here, simply click on the pencil icon beside the times, and adjust as necessary. (Figure 4) 

Figure 4: Adjust the time.

Click the green circle with a check to save your changes.

STEP 4: Save the reservation.

Now click the Save reservation or Save & Confirm button. The usage has now been adjusted and the record confirmed for billing.

In the Confirm Usage interface:

STEP 1: When on the core facility’s iLab page, click on the Schedule Equipment tab to access schedules and related links.  

 

STEP 2: To confirm resource usage across multiple schedules click on the Confirm usage button. (Figure 5)

Figure 5: Click the confirm usage button.

The Usage Management screen displays. (Figure 6) 

Figure 6: Usage Management screen.

The confirm usage manager interface will open in a new page.  On this interface you can view, filter for, search for, update and confirm all unconfirmed reservations for all schedules set up on the core’s site.

STEP 3: Adjust usage.

Locate the record you want to update and click on the three bars on the right hand side of the confirm button. Clicking the three bars will allow the manager to navigate to the specific part of the record which requires attention. (Figure 7) 

Figure 7: Click the three bars to navigate to the section you would like.

To adjust usage click on adjust times.  An edit window displays. Click on the edit button to change the details. (Figure 8) 

Figure 8: Click on edit button to change the details.

When you are editing the usage, click the gray “x” to exit the window and return to the Confirm Usage Manager page.

 

STEP 3: Confirm usage.

Lastly, click on the Confirm button to confirm the usage. (Figure 9) 

Figure 9: Click confirm to confirm usage.


Was this article helpful?