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Managing Resources: Equipment and Services

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.

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Managing Resources: Equipment and Services

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  1. Managing Resources: Equipment and Services Presented by Jenny Hulsen Ad Astra

  2. Session Overview • Equipment Inventory • Collections • Services • Linking Services • Security • Requesting/Scheduling • Approvals • Reporting

  3. BuildinganEquipmentInventory • 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

  4. Building an Equipment Inventory • Two Types of Tracking • Quantity • Individual Items

  5. Building an Equipment Inventory • Combine into Collections

  6. Creating a Service Menu • Setup/Teardown Services • Associated Services • Independent Services

  7. Linking Services to Equipment

  8. Linking Services to Rooms

  9. Security Roles • Permission can be limited by: • Category • Resource Type • Group Tag • Specific item(s)

  10. Requesting/Scheduling • Event Wizard / Event Form

  11. Requesting/Scheduling • Event Request Template

  12. Requesting/Scheduling • Limit available resources by event templates

  13. Notification and Approvals • Approver Groups • Event Request Form • Resource Use (Group Tags) • Rooms

  14. Default Workflow Process: Event Request Template Approval Group Notification Group • Requester does not have rights to Edit Events • Scheduler does not have rights to Schedule resources Event Request S R

  15. Default Workflow Process: Schedule for Approval Approval Group Notification Group • Scheduler does have rights to Edit Events • Scheduler does not have rights to Schedule resources Event Form S

  16. Notification and Approvals • Request response options: • Approve • Decline • Request Information

  17. Discussion Topics • How Equipment and Services were integrated on your campus • Strategies for overcoming obstacles • Getting “Buy-in”

  18. Contact Information • Jenny Hulsen • Account Manager • Ad Astra Information Systems • 913-652-4189 • jhulsen@aais.com

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