[How-to] Reserve Assets On Behalf Of Staff Users

Now, Administrators in AssetSonar can reserve Assets on behalf of other members i.e. Staff Users.

How does it work?

Contents

1. Creating a reservation request
2. How do I track this in reports?

1. Creating a reservation request

The Request Reservation form now contains a new field, Reservation For. Here you can select a member for whom you want to create a reservation request.

This reservation request will appear under the Reservations tab for Administrators to review and take action on.

Note: This feature is only accessible to Administrators. Staff Users can still only request a reservation for themselves.

2. How do I track this in reports?

You can see who created a reservation request under the Created by column in the Reservations report. To access this report, go to Reports → Miscellaneous Reports → Reservations → View Report.

A reservation request for Macbook chargers was created by Ray Adin on behalf of Charles Boyle. Ray as an Admin can then proceed to approve this reservation request.

Read more: Set Up Recurring Reservations In AssetSonar — Ensure Equipment Availability At Regular Events

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For more assistance, drop us an email at support@ezo.io. You can also visit our blog for detailed support posts.

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