Workspace Reservation System - Group Administrator - Resource Management

Overview

This article will cover how to Create, and Modify resources. If a location does not have any spaces on a floor it will not show up for booking, and will not show up in other drop downs.

Getting to the Resources

Personal Space Resources

Navigating to Personal Space Resource

  • After selecting Personal Spaces
    • Choose Location
      • Location dropdown in the Workspace Reservation System Resources screen
    • Choose "Group"
      • Group dropdown in the Workspace Reservation System Resources screen
    • Choose "Floor"
      • Floor dropdown in the Workspace Reservation System Resources screen
    • To Create a new Resource: Click "Add Resources" to create a new Resource
      • Add Resources button in the Workspace Reservation System Resources list
    • To edit an existing personal space, locate the space in the list or type the space name in the search box.
      • Click the Edit icon
      • Click the Bin icon to permanently remove a personal space
      • Personal space list row showing the Edit icon and Bin icon on the right side

Creating New Resources:

Following the information above and then clicking "Add Resource" you will be greeted with a new screen similar to this:

New personal space resource form showing labeled fields A through F for Name, Workspace Type, Booking Type, Floor, Amenity list, and Save options

  • A: Name of Space
  • B: Workspace Type
  • C: Booking Type
    • Bookable — Enables the space for Booking
    • Flexi — Allows assignment of user to space, which if they do not check in will release the space for booking.
      • Will show as in use in reporting
    • Fixed — Assigned to an individual.
      • Will show as in use in reporting
    • Blank
      • Will not be bookable
  • D: Floor number
    • (This will not be visible if you choose a floor previously or use the Save and Add Another button)
  • E: Amenity list
    • Available amenities at the resource.
  • F: Click Save or Save and add another when done.

Meeting Space Resources

Navigating to Meeting Space Resource

  • Select Meeting Space
    • Choose Location
      • Location dropdown in the Workspace Reservation System Resources screen for meeting spaces
    • Choose "Group"
      • Group dropdown in the Workspace Reservation System Resources screen for meeting spaces
    • To Create a new Resource: Click "Add Resources" to create a new Resource
      • Add Resources button in the Workspace Reservation System Resources list
    • To edit an existing meeting space, locate the space in the list or type the space name in the search box.
      • Click the Edit icon
      • Click the Bin icon to permanently remove a meeting space
      • Meeting space list row showing the Edit icon and Bin icon on the right side

Creating New Resources:

Creating new Meeting Spaces has a lot of options, though we will only be using a few. I've broken the page into a few parts for easy reading.

New meeting space resource form showing labeled fields A through F for Name, Workspace Type, Group, Location, Floor, and Amenity list

  • A: Name of Meeting Space
  • B: Workspace Type
  • C: Group
  • D: Location
    • (This will not be visible if you choose a location previously or use the Save and Add Another button)
  • E: Floor
    • (This will not be visible if you choose a floor previously or use the Save and Add Another button)
  • F: Amenity list
    • Available amenities at the resource.
    • Click to select!

Section 2: Meeting Spaces Options

Meeting space options form showing labeled fields A through F for External Mailbox, Contact Information, Meeting Space Image, Floor Plan, Meeting Space Messages, and Additional Information

  • A: External Mailbox
    • Optional for Outlook Room Calendars
  • B: Contact Information
    • Optional: But helpful if tickets come in
  • C: Meeting Space Image
    • Include a screenshot for your space!
  • D: Floor Plan
    • Include a floor plan for your space!
  • E: Meeting Space Messages
    • Alerts that pop up before booking a space
      • Example meeting space alert message appearing before a booking is confirmed
  • F: Additional Information
    • Notes about the room for people to see
      • Example additional information panel displayed to users when viewing a meeting space

Note: Section 2 item labels A through F above may not match the original form exactly — please verify the label letters against the actual screenshot before publishing.

Section 3: Seating Options

Seating options form showing fields for seating style, maximum capacity, Setup time, and Clean Down time with a Default checkbox

Various seating options are available to select for meeting spaces. Enter the details for each seating style the room can be configured in and mark the standard style as Default. For each style, add the maximum capacity and set the Setup and Clean Down times (in minutes or hours) to block before and after bookings, to allow the space to be configured or cleared up.

Click Save or Save and add another when done.

Things to Know

Group Location and Floor may not show if you chose the options in the drop down menus. They may also not show if you use the Save or Save and add another buttons when done creating the resource.

Floor Plan Requirements

  • Image Requirements:
    • File Type: JPEG / PNG
    • Max Dimensions: 1920x1080
    • Max File Size: 2 mb
    • No Spaces or Special Characters
      • Underscore Acceptable
      • Dash Acceptable
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