Making Resources Unavailable and Making Provisional or Block Bookings
You can book resources for provisional and block bookings without associating them with an event. You can also make a resource unavailable for booking, if required. You might need to do this, for example, if a trainer is on holiday or is away sick, or if a training room is unavailable for any reason.
You make resources unavailable, and book resources for provisional and block bookings using the Book Resources window. Alternatively, you can also make resources unavailable by creating a development event of the type 'vacation', for example, and booking the resource against the development event. See: Creating a Development Event.
To make resources unavailable and make provisional or block bookings:
1. Do not query the event in the Search for Event window but display the Book Resources window instead.
2. Do not check the Use Event check box.
3. Select the resource type, for example, trainer or venue.
4. Select the resource name and leave the default quantity required as 1.
5. Enter the dates the resource is unavailable, or for which you want to make provisional or block book.
6. If you are making a resource unavailable, enter the status of the resource booking as Confirmed. If you are making a provisional or block booking, you can enter enter the status as Planned or Confirmed.
Note: Remember, only the status Confirmed prevents you from double-booking a trainer or venue.
7. Ensure that the name of the person responsible for these bookings is displayed in the Booked By field.
