texas regional ad astra summit managing resources: equipment and services presented by jenny hulsen...

Texas Regional Ad Astra Summit

Managing Resources: Equipment and Services

Presented byJenny Hulsen

Ad Astra

Texas Regional Ad Astra Summit

Session Overview• Equipment Inventory• Collections• Services• Linking Services• Security • Requesting/Scheduling • Approvals• Reporting

Texas Regional Ad Astra SummitBuilding an Equipment

Inventory• Categories and groups are used to help navigate

and filter the list.

• Each item will belong to a specific category

• Items may have multiple group tags

Texas Regional Ad Astra SummitBuilding an Equipment

Inventory• Two Types of Tracking

o Quantityo Individual Items

Texas Regional Ad Astra SummitBuilding an Equipment

Inventory• Combine into Collections

Texas Regional Ad Astra SummitCreating a Service

Menu• Setup/Teardown Services

o Associated Serviceso Independent Services

Texas Regional Ad Astra SummitLinking Services to Equipment

Texas Regional Ad Astra Summit

Linking Services to Rooms

Texas Regional Ad Astra Summit

Security Roles• Permission can be limited by:• Category• Resource Type• Group Tag• Specific item(s)

Texas Regional Ad Astra SummitRequesting/Scheduling

• Event Wizard / Event Form

Texas Regional Ad Astra SummitRequesting/Scheduling

• Event Request Template

Texas Regional Ad Astra SummitRequesting/Scheduling

• Limit available resources by event templates

Texas Regional Ad Astra Summit

Notification and Approvals• Approver Groups• Event Request Form• Resource Use (Group Tags)• Rooms

Texas Regional Ad Astra Summit

Event Request

• Requester does not have rights to Edit Events• Scheduler does not have rights to Schedule resources

Approval Group NotificationGroup

S

Default Workflow Process: Event Request Template

R

Texas Regional Ad Astra Summit

Event Form

• Scheduler does have rights to Edit Events• Scheduler does not have rights to Schedule

resources

Approval Group Notification Group

S

Default Workflow Process: Schedule for Approval

Texas Regional Ad Astra Summit

Notification and Approvals• Request response options:• Approve• Decline• Request Information

Texas Regional Ad Astra Summit

Discussion Topics• How Equipment and Services were integrated on

your campus

• Strategies for overcoming obstacles

• Getting “Buy-in”

Texas Regional Ad Astra Summit

Contact Information• Jenny Hulsen• Account Manager• Ad Astra Information Systems• 913-652-4189• jhulsen@aais.com