Creating Outlook Reservations

Creating an Outlook appointment with the MRM Add-in is the same process as creating a standard Outlook appointment with the added step of selecting a resource in the MRM tab.

 

  1. Navigate to the Outlook calendar and select New to create a new appointment.

  2. Depending on the priority for your reservation (time, attendee availability or resource availability) navigate to the Scheduling Assistant or the MRM Tab.  The appointment form will open to the Appointment tab by default.  In this example, we will start our reservation from the Appointment tab, but you can start from any of the three tabs, and the details will automatically carry over to the other tabs.

  3. Select the date and time for your new appointment and enter a meeting title (the meeting title is required for the MRM reservation.  It is entered in the Subject line in the appointment tab.  Notice the Location field is left blank.

 

 

  1. Select the Scheduling Tab to add attendees and view availability.  Select the MRM Tab to view resource availability. 

 

 

Notice the date and time selected on the Appointment are automatically populated on the MRM tab.  The selected time is also highlighted on the grid with the green bar indicating start time and the red bar indicating end time.  The location defaults to the Default Location configured in the User Profile of the active user.

 

  1. Select a resource that is available for the selected date and time by checking the box next to the Resource name on the Reservation Grid.  To narrow your view to only available resources, check the Available Resources option just below the location menu. 

 

 

  1. When you select a resource on the Grid, a new tab with the resource name is added to the top of the form.  Select this tab to add details to the MRM Reservation.

 

 

  1. The Add-in form can include up to 10 fields that are mapped over form the MRM Reservation Details form.  Any fields that are mandatory in the Web Client will also be mandatory in the Outlook Add-in.

  2. Complete fields as needed.  Click the Advanced Services tab to create a service order.

 

 

  1.  Select service items from the Advanced Service menus.  Adjust the service delivery time and quantity as needed.  You also have the option to add notes.

  2. When all reservation details and service items have been added, select Save and Close to complete the reservation.  If attendees have been added, you must return to the
      Appointment Tab to Send the invitation.

 

 

Notice the Location field has been populated with the selected resource.  If you log into the MRM Web Client, you will see the Reservation Grid has been updated with this new reservation.