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


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


Inventory• Two Types of Tracking

o Quantityo Individual Items


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


Linking Services to Rooms


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


• Event Request Template


• Limit available resources by event templates


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


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


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


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


Discussion Topics• How Equipment and Services were integrated on

your campus

• Strategies for overcoming obstacles

• Getting “Buy-in”


Contact Information• Jenny Hulsen• Account Manager• Ad Astra Information Systems• 913-652-4189• [email protected]

mailto:[email protected]

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

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