Confirming Requirements

This workflow is typically used in conjunction with Standard Services.  Contact your MRM Administrator for more details on your unique configuration.

 

  1. End user creates a reservation.  Details are selected on at least one tab that has the HasReq setting set to True.  This defines the reservation has “having requirements”, and the reservation is saved in a tentative status. 

  2. The Location Admin can navigate to the Confirmation queue by selecting Confirm & Approve in the MRM Task Bar.  Set the location as needed, and select “List all meetings with requirements”. 

 

 

  1. Click the email icon to generate the Confirmation email if needed. 

 

 

 If you are using the Confirmation email, you must send the email prior to confirming the reservation.  Once the reservation is confirmed, it is removed from this queue, and the

          email icon is no longer available.  This email does not send automatically upon selecting Confirm.

 

  1. Check the box next to the reservation and select Confirm.  

  2. Any edits to the reservation will reset the status to tentative, and the reservation will display in the Confirmation queue for approval.