how do i use the equipment settings interface?

Managing a resource, such as setting up and enforcing the scheduling guidelines for a piece of equipment, is an essential part of maintaining the workflow of a core facility. iLab has designed its scheduling settings interface with an emphasis on usability. This allows for a faster and a more efficient resource schedule creation and revision process.

How do I create a new piece of equipment or resource schedule?

To create a new resource schedule, navigate to the Schedule Equipment tab.  On the upper-right of the page, click on the More button then on Add Scheduled to start the process of creating a new schedule. The new resource scheduling interface displays.

Figure 1: Adding a new schedule.

When you first land on the interface, you will be presented with a form to fill in Basic information about the piece of equipment or resource.  iLab will guide you via warning text if any information is incomplete.

Figure 2: Basic and required information

What's the minimum setup required?

At a minimum, every resource schedule must have one Usage Type (e.g., Business Hours) selected, which can be done via the Usage Types & Pricing menu. If a Usage Type is not selected, the resource or equipment will not have review usage buttons and will not display the schedule. Instead, a warning message that the equipment is in a draft phase will display.

Figure 3: Minimum setjup

To complete a basic Usage Type within the Usage Types & Pricing page, you will need to add a schedule. For example, the schedule could be Monday through Friday 9:00 to 17:00.  You will also need to configure prices for the each of the different available user types (e.g., external vs. internal).

How do I find a setting?

All of the different settings pages have a searchable index that searches both the labels, selections, and help text. This will allow you to easily find and jump to the relevant setting. Simply type search keywords and click on the relevant result in order to be taken directly to the appropriate page.


Figure 4: Defining basic, required settings.

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