what usage restrictions can i configure?

To create a new schedule, you must first click on the Schedule Equipment tab on the core's homepage, and then More > Add Schedule. (Figure 1) 

Figure 1: Adding a new schedule.

To configure restrictions when setting up or editing a schedule, click on the Restrictions tab. (Figure 2) 

Figure 1: Restrictions

Time Settings

In this section, you may designate the time settings for the calendar. (Figure 3) 

Figure 2: Time settings

User Access

In this section, you may designate which users can reserve the resource, and some of the actions they may take on the reservation. (Figure 4) 

Figure 3: Minimum setjup

3.1: Let users create reservations (Y/N): Select to allow customers create reservations on the schedule.

3.2: Distinguish between trained and untrained users (Y/N): Select if you want to distinguish if a usage type is available for trained users only.

3.3: This resource is only available for trained users? (Y/N): If users are untrained, they may not schedule the resource. (You must select yes to Distinguish between trained and untrained users? to use this feature.)

3.4: Link to training request: If the resource is available to trained users only and you want to allow untrained users to request training then link the training request you want untrained users to submit.

3.5: Allow untrained users to view the calendar (Y/N): Should users that have not been trained on the equipment be able to view this calendar, but not reserve on it?

3.6: Let users link reservations to a service project (Y/N): Should users be allowed to link the reservation to an processing service project?

3.7: Send reminder emails to update actual usage: If you allow customers to update their usage, indicate how often you want update usage reminders to be sent after a reservation has passed.

  3.8: Do reservations require core approval (Y/N): Should reservations require the approval from core staff

Lockout Rules

In this section, you may define the rules that determine the time limits for creating, editing, and canceling a reservation. (Figure 5) 

Figure 4: Lockout Rules

Usage Capping

Usage Capping allows core facilities to define how many hours a user may have available to schedule on a particular piece of equipment or at a service center at any given time, and to place restrictions on reservations that exceed this defined bucket of time. It caps equipment usage and allows a service center to equitably distribute valuable resource and equipment time among users as well as maximize instrument usage.

Once you define the number of hours a user may schedule on a piece of equipment or at a service center, service center approval will be required for any reservation that exceeds this amount of time.  

Once a specific reservation begins, the total amount of time reserved for that event goes back into the user’s bucket of available scheduling time. (Figure 6) 

Figure 6: Usage Capping


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