Resource Booking

Resource Booking can be accessed in various ways and will depend on your school, however the most common location is in the side menu.

1. Navigate to your side menu.

2. Select 'Staff Services'.

3. Select 'Resource Booking'.

Alternatively, use the URL '/resource-booking/item' to navigate directly to the Resources Page.

Categories are used to group and organise resources. Categories appear as tabs at the top of the Resources module.

1. Navigate to the Resources Page. This may be available in your top or side menu, or you access the page using the URL '/resource-booking/item'. 

2. Select the 3-dot Menu and 'Add Category'.

3. Add the title to your new category.

4. Select ' Create'.

1. Navigate to the Resources Page. This may be available in your top or side menu, or you access the page using the URL '/resource-booking/item'. 

2. Select the 3-dot menu and then select 'Add Resource'.

3. Add a name for the resource.

4. Add a description if required.

5. Add a 'Room Code' if required.

6. Use the drop down arrow to select the category the resource will be associated with. Selecting the correct category is important, as categories are used to filter and organise all resources.

7, Add related resources if required. When booking a resource, users can also book any related resources at the same time. For example, if the resource was the School Hall, related resources may include AV Equipment and Chairs.

8. Add an image if required. This provides useful visual prompts to users booking the resources, ensuring they are booking the correct resource, space or item. 

9. Select the level of moderation. 

• Open: All staff can book the resource, and the booking is automatically approved.
• Managed: Only moderators can book the resource.
• Moderated: All staff can request to book the resource. Booking then needs to be approved by a moderator.

10. If you selected 'Managed' or 'Moderated', use the search to find the names of staff who will moderate the resource.

11. Add the 'Minimum Lead Time', 'Minimum Reservation Time' and the 'Maximum Reservation Time'.

• Minimum Lead Time - If this is set, somebody reserving this time must give this period of notice before their reservation.
• Minimum Reservation Time - If this is set, this item must be reserved for at least this period of time. 
• Maximum Reservation Time - If this is set, this item must be reserved for longer than this period of time. 

12. Toggle 'Restrict bookings to current term', if required.

13. Select 'Create'.

1. Navigate to the Resource Categories page. This may be available in your top or side menu, or you can add /resource-booking/category to the end of the URL from your dashboard.

2. Select the 'pen' icon.

3. Modify the resource category as required.

4. Select 'Update'.

1. Navigate to the Resource Booking page. This may be available in your top or side menu, or you can add /resource-booking/item to the end of the URL from your dashboard.

2. Select the 'pen' icon next to the resource you wish to modify.

Alternatively, you can modify the resource by selecting the 'pen' icon from the calendar view page.

3. Modify the resource as required.

4. Select 'Update'.

This is a manual process performed by staff at Schoolbox.

To allow us to bulk load the resources, can you please provide the following for each resource using the CSV format found on this file. Please keep in mind in order for the CSV upload to work the headers within the CSV must remain as they are for the columns to be picked up correctly.

• Name 
• Room Codes
• Description
• Category
• ManagedBy_SynergeticID -  This works for all Student Management Systems
• Moderation Type (Open, Moderated, Managed)

Schoolbox will then load in the categories and resources based on this data.

Once these are loaded in, you will still need to manually:

• Attach images where required
• Set up inter-resource relationships (related resources)
• Set the Allowed Roles
• Lead Time 
• Minimum Reservation Time 
• Maximum Reservation Time