A GUIDE TO SET UP FACILITY PLANNING FOR YOUR STABLE
This guide helps you to configure the module Facility planning.
The module facility planning enables two menus in the navigation column (to the left of your screen): Facilities and My reservations. The Facilities menu is for admin users only. Here you can add/change/remove facilities. Also you can create reservations as admin user, without any restrictions. The My reservations menu is for all users with permission to book facilities. Here a user can book a facility and see an overview of all (future) reservations made by him/her.
Step 1 – Add facilities
The first step is to add the facilities. Login to EquineM via the webapp or the mobile app. Go to module Facilities, submenu Manage facilities. Press the + Add button. A modal will open to create your first facility in the system. Only the stable (name), facility type and a (unique) name of the facility are required when creating a facility.
For each facility you can define several restrictions related to booking and/or usage. In the add facility model you may add:
- the max number of days a facility can be booked in advance
- the min. number of hours a facility can be booked in advance
- the max. number of horses that can use the facility simultaneously
- min. reservation time
- max. reservation time
- the hours (time) during the day in which the facility is available for booking
- the days in the week in which the facility is available for booking
When you have entered all the data, press Save. The first facility is now stored and available for booking.
You may add as many facilities as you like. Note: facilities of the same type are grouped (shown) in the same overview when a user wants to book a facility.
Step 2 – Add role permissions for booking
User permissions in EquineM are based on roles. Every role is granted a number of permissions (defined by the admin user). Each user has one or more roles. Assigning multiple roles to a user will give the user all the permissions that are associated with one or several of these roles.
Go to menu Organization admin, submenu Permissions. Here you see an overview of all roles defined in the system, including their permissions. At the bottom of the permissions table you see a row Book facilities and a row Manage facilities. The rights to Book facilities is required in order to make a reservation (in the My reservations menu). For every role you want to enable booking capabilities, check the checkbox in the Book facilities row.
When a role also has the rights to ‘Manage facilities’ (the checkbox is checked), it means that a user with that role can also add/change/delete facilities in the system.
If desired, it is possible to add a role and define a specific permission configuration for that role.
Step 3 – Grant users permission for reservations
In the previous step you added the rights to facility booking to one ore more roles. Now is the time to check if all your users (still) have the correct roles.
Go to menu Organization admin, submenu Users. You will see an overview of all the users in the system. In the role column the roles of each user is listed. Does every user have the right roles? In case a user needs to be able to make reservations, does he/she have a role which allows for reservations?
