User Manual
Contents
1. Booking Manager Administrators v1 0 You are here Reports Monthly Usage Report Month Select Month e Year Select Year ix Facility Room e 2 8 Users Tab The Users tab has been designed to allow administrators to create new admin and training provider users and to manage existing ones This tab 1s located next to the Reports tab shown below Home Training Providers Facilities Bookings Reports Users 2 8 1 Creating a New User To create a new admin or training provider user access the Users tab and then click on Add gt New RSCV Booking Manager Home Training Providers Courses Facilities Bookings Reports Users You are here Users Users List Complete the online form and click on Submit Mandatory fields are marked by asterisk symbol 16 User Manual for RSCV Booking Manager Administrators v1 0 Add New User Account Details Username Password Confirm Password Select Role Admin 9 Training Provider Training Provider Select x Personal Details Title Select First Name Last Name Email Phone Fax Address Details Address Line 1 Address Line 2 Suburb Postcode State Select IMPORTANT Selecting a user type role will determine a set of system privileges and permissions that will be given to that particular user 2 8 2 Editing Disabling a User To edit or disable a user access the Users tab and2. button located in the last cell of each row in the list of current training providers State Status VIC y Edit Delete i VIC 4 Edit Delete VIC y VIC 4 El VIC y Eg vic y VIC y Ej vic y vic y VIC y User Manual for RSCV Booking Manager Administrators v1 0 2 4 Courses Tab The Courses tab enables administrators to create new courses for the active training providers and to manage existing ones This tab is located next to the Training Providers tab shown below Home Training Providers Courses Facilities Bookings Reports Users 2 4 1 Creating a New Course To create a new course access the Courses tab and then click on Add New Home Training Providers Courses Facilities Bookings Reports Users You are here Courses Courses List Complete the online form and click on Submit Mandatory fields are marked by asterisk symbol Add New Course Training Provider Select Provider X Title Description Disabled Yes O No 2 4 2 Editing Disabling a Course To edit or disable a course access the Courses tab and click on Edit button located in the last cell of each row in the list of current courses Status telete EJE e e A e dka User Manual for RSCV Booking Manager Administrators v1 0 After doing that user will be able to edit any of the details previously entered for that particular course or even disable that course to pr
3. click on Edit button located in the last cell of each row in the list of current system users Status y elete y Edit Delete EJE EE EEN y EE y EJE y HE y y HE After doing that user will be able to edit any of the details previously entered including the password change for that particular user or even disable that user 17 User Manual for RSCV Booking Manager Administrators v1 0 Edit User Profile a Back to Users List Account Details Uisername testadmin E Check here to u pdate password lt a User Role Admin Disable Account yes No lt a Personal Details Title ur Le First Name Test Last Name Admin Emiail abc abc com Phone 0300000000 Fax Address Details Address Line 1 Abc St Address Line 2 Suburb Abc Postcode 0000 State vic m or Cancel 2 8 3 Deleting a User To delete a user access Users tab and click on Delete button located in the last cell of each row in the list of current Users Status 4 Edit o y Edit Delete y y y y y y y y 18 User Manual for RSCV Booking Manager Administrators v1 0 2 8 4 Searching Users To search for a particular user access Users tab and then click on Search button RSCV Booking Manager Home Training Providers Courses Facilities Bookings Reports Users You are here Users Users List The system will allow you to search by user s name and role or by only
4. one of those two parameters 2 9 Logout Process User can log out of his her account using the Logout link inside the orange dialog box located in the upper right corner of the Booking Manager Welcome Rod Profile Change Password Logout 19 User Manual for RSCV Booking Manager Administrators v1 0 3 Using the RSCV Training Calendar To access RSCV Training Calendar go to www railskillscentre com au click on Training Calendar tab in the left hand side navigation area and then follow the link to the calendar The Training Calendar will allow you to select range of dates and display RSCV bookings for that time period RSCV Booking Manager Training Calendar From To Date Range Generate Calendar 20
5. N ll RES ANS oo Sse ee T N ON EN 14 2 0 3 Viewne Cancelline Delenn e d BOINA ios 14 ZO AANVOLCING T UN ON A AAA TEA 15 2 REPORTS TAB eonna e A E A A T 15 DS AGORA a Monthly Usage REDON AA A A A A AS 15 AS USERS AAD e Dd idad a a EA DAA AS AA 16 2O AO RN CWE SCI A O A A O A A seo 16 2 02 RUNAS Disab A US CE id AAA A Aaa Os 17 O BLA RS SA AE NEE A TTT EVIE NC RINDI Pre en wre TY Crean Ne tr oe 18 O E ES CES AI tne E E NR 19 27 WOGOUT PROCESS suceda biie ii 19 3 USING THE RSCV TRAINING CALENDAR osiccciioiioci ncocicccionsoncaccaicccocaconecocanecaccncdocnanadiano canoso nn acdenacacedacacaci 20 User Manual for RSCV Booking Manager Administrators v1 0 1 Introduction 1 1 System Requirements 1 1 1 Client Side System Requirements Client side o A PC or MAC running a supported operating system see Section 1 1 4 below o Supported internet browser see section 1 1 3 below o Broadband or 56k dialup internet connection 1 1 2 Minimum Hardware Requirements Client side o 300 MHz CPU e 128 MB RAM 1 1 3 Supported Internet Browsers Users should be able to use the database through any of the following internet browsers Internet Explorer 8 o Safari 3 x and 4 o Mozilla Firefox 3 x 1 1 4 Supported Operating Systems Any Windows or MAC operating system capable of running the above mentioned browser software is supported operating system Any other platforms that are incompatible with the browsers above are not supported Use
6. User Manual for Rail Skills Centre Victoria Booking Manager Administrators Version 1 0 Prepared by EPIC Industry Training Board EPIC ITB 16 February 2011 User Manual for RSCV Booking Manager Administrators v1 0 Table of Contents LAINTRODUCTION Surreal dotada 3 IES VS HEM REOUIREMEN ES a dde dat tia dt 3 LILA Client Side System Requirements as 3 11 2 Minimum Hardware REQ ULI CIN CTIES Si 3 LA SUPPOTICE IN erne DEOW SETS AAA ASA ASAS NAAA SAA AA 3 TA ASOC Opera nna VSICTIIS a Nance a a a a a a E AA 3 2 USING THE RSCV BOOKING MANAGER e eseoeccocseeccecccecceccccccccoccecccceocecoccccesocecsocccocecececscececececesesesesseessesese 4 Zeal LOGON PROCESS art ida 4 2 2 PERSONAC DE AES sist o E O A A aia 4 23 TRAINING PROVIDERS TAB os a RIE EE ba N seal eine hen 5 23A Creating da New TEA E Provider ACCOUNT arera ra rE AEE EE E LOTR ra 5 2 3 2 Editing Disabling a Training Provider ACCOUNL ccccccccccsenssceseeccccnaesesecececanaeassssesececsauseesecseuananeseseseuas 6 2 DD Deere TrTamine Erovider ACCOUNT eies sissinntan ania ed ssa he eaata ewe CU RIS 6 ZA COURSES TAB iras ia 7 Deed WC HATE ON CWO NN e emee ta eee 7 Det ak UREN SADUN E COUTO AA 7 ZAS CEA A B A CNA NE T T E E E A es N 8 229 FACILITIES PAD aii 8 LIALTAT a NW FACY aan a EAA EA A ARE A an tesiria tess 9 DILEMA DES ADE AAN aa 9 DN Ce SV TEIDE ALT CIID snes us tie EE E O N ac eass ost TN 10 2 0 BOOKINGS TA B un io 10 ZLOT CVC QUIS QIN CW BOOR aia A
7. all its details from the database This function should only be used when necessary At the same time cancellation keeps the history of that booking and applies cancellation algorithms to it 14 User Manual for RSCV Booking Manager Administrators v1 0 2 6 4 Invoicing Function The system allows the admin users to generate invoice files for the training providers To do that admin users will need to STEP 1 Go to the Bookings tab specify a training provider and a date range and then tick the Generate invoice checkbox You are here Bookings Bookings Search Training Provider Select Training Provider x Room Sector Select Room Sector x Date Range Records per page 100 Generate Invoice E Note Leaving all field as default will resultin displaying all bookings STEP 2 Click on the Search button 2 7 Reports Tab Reports tab provides RSCV admin users with the access to a monthly usage report of the RSCV rooms and sectors according to the algorithm described in the specification document that was prepared for the purpose of designing the RSCV Booking Manager This tab is located next to the Bookings tab shown below Home Training Providers Courses Facilities Bookings Reports Users 2 7 1 Generating a Monthly Usage Report To generate a Monthly Usage Report access Reports tab select appropriate parameters and then click on Generate Report button 15 User Manual for RSCV
8. cell of each row in the list of current facilities Status Action View relete View Edit Delete EJE EJE EJE EJE EJE EJE e_ a E e_ e_ e_ e_ After doing that user will be able to edit any of the details previously entered for that particular facility or even disable that facility to prevent future bookings 9 User Manual for RSCV Booking Manager Administrators v1 0 User can also add remove images by clicking on Images tab Edit Facility a Back to Facilities Details Images lt a Facility Type Room Sector Name Classroom 1 This is a standard classroom with a F maximum capacity for 18 trainees setup in a U shape The room features split system cooling heating integrated Epson roof mounted data projector including sound and has access to a shared trainers office Description and short term storage room Fee 50 00 Disabled Yes No lt Submit or Cancel 2 5 3 Deleting Viewing a Facility To delete view a facility access the Facilities tab and click on Delete View button located in the last cell of each row in the list of current facilities Status Action Wiew Edi A y View Edit Delete x view Edit View Edit y El A A y 2 6 Bookings Tab The Bookings tab has been designed to allow administrators to create new bookings and to manage existing ones This tab is located next to the Facilities tab
9. event future bookings Edit Course Training Provider HRD Integrated Services Title Course 1 Description Disabled Yes O No lt a or Cancel 2 4 3 Deleting a Course To delete a course access the Courses tab and click on Delete button located in the last cell of each row in the list of current courses Edit Delete Edit Delete y y y y y y y y 2 5 Facilities Tab The Facilities tab enables administrators to enter new facilities to be booked by the active training providers and to manage existing ones This tab is located next to the Courses tab shown below Home Training Providers Facilities Bookings Reports Users User Manual for RSCV Booking Manager Administrators v1 0 2 5 1 Creating a New Facility To create a new facility access the Facilities tab and then click on Add New Home Training Providers Courses Facilities Bookings Reports Users You are here Facilities Facilities List Complete the online form and click on Submit Mandatory fields are marked by asterisk symbol Add New Facility Details Facility Type Room Sector Name Description Fee Disabled O Yes O No or Cancel Note After clicking on Submit user will be able to upload images for that particular room sector 2 5 2 Editing Disabling a Facility To edit or disable a facility access the Facilities tab and click on Edit button located in the last
10. g 1 1 of 1 records Name Type Fee Boardroom Room 50 00 Showing 1 1 of 1 records a Clicking on the facility name will allow user to see all details about that facility including images if any b Clicking on the Book button will allow user to proceed to the next step STEP 3 Select Booking Dates and Time Periods In this step users can select dates and day periods for their bookings by ticking appropriate checkboxes This step will be completed by clicking on the Submit button 12 User Manual for RSCV Booking Manager Administrators v1 0 Add New Booking Step 3 Select Booking Dates Training Provider Rod Ryan Course Test Facility Boardroom Availability Calendar Morning Afternoon Evening February 2011 123 45 67 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 E An 00 0 0o El E Hono a E E FJ Heo E al Note A box with a grey tick represents room sector booked by another provider FINAL STEP Booking Confirmation In this step users will need to agree to the cancelation disclaimer and then they will be able to submit their booking s Add New Booking Back to Bookings List Final Step Confirm Booking Training Provider Rod Ryan Course Test Facility Type Room Facility Boardroom Selected Dates for Booking 18 02 2011 Morning Disclaimer The booking fees are calculated and charged in the follow
11. ing way e a lf the booking was made and was not cancelled prior to the day of the booking the full fee for that room sector will apply b ifthe booking is cancelled and number of days prior to the day of the booking is greater than 7 days no cancellation penalty will apply Accept Disclaimer After clicking on Submit Booking the booking will be made and confirmation email sent to the training provider 13 User Manual for RSCV Booking Manager Administrators v1 0 2 6 2 Searching Bookings The system allows users to search existing bookings by accessing the Bookings tab The search output will depend on the selected search parameters For example If those parameters are left as default the system will display all bookings in the database You are here Bookings Bookings Search Training Provider Select Training Provider e Room Sector Select Room Sector e Date Range Records per page 100 Generate Invoice E Note Leaving all field as default will result in displaying all bookings Note Search results can be printed by clicking on the Print button 2 6 3 Viewing Cancelling Deleting a Booking After the bookings search output is displayed users can view cancel or delete a booking by clicking on the relevant button located in the last cell of each row in the list of bookings Fee Action 50 00 50 00 Apn A 00 IMPORTANT Deletion will remove a booking and
12. ome Training Providers Courses Facilities Bookings Reports Users You are here Training Providers Training Provider Organization Details Complete the online form and click on Submit Mandatory fields are marked by the asterisk symbol Add New Training Provider Back to Training Providers List Name Contact Person Email Phone Fax Address Line 1 Address Line 2 Suburb State Select Postcode User Manual for RSCV Booking Manager Administrators v1 0 2 3 2 Editing Disabling a Training Provider Account To edit or disable a training provider account access the Training Provider tab and click on Edit button located in the last cell of each row in the list of current training providers State Status VIC a telete VIC 4 Edit Delete voy vo Bm vo B ve B vo mB vo Bm vo Bm After doing that user will be able to edit any of the details previously entered for that particular training provider or even disable that account to prevent future bookings Edit Training Provider Name Test Training Provider Contact Person John Smith Email abc abc com Phone 0300000000 Fax Address Line 1 0 Abc St Address Line 2 Suburb Abc State VIC v Postcode 0000 Disabled D Yes O No lt a 2 3 3 Deleting a Training Provider Account To delete a training provider account access the Training Provider tab and click on Delete
13. r Manual for RSCV Booking Manager Administrators v1 0 2 Using the RSCV Booking Manager 2 1 Logon process To access RSCV Booking Manager 1 Go to www railskillscentre com au click on Bookings tab in the left hand side navigation area and then follow the link to the Booking Manager 2 Enter your login details in the required fields and then click Submit shown below RSCV Booking Manager Login Username Password Successful login will bring you to the Booking Manager homepage which will allow you to access different tabs and functions of the database RSCV Booking Manager Welcome Rod Welcome to RSCV Booking Manager 2 2 Personal Details User can change his her personal details through the orange dialog box located in the upper right corner of the Booking Manager Welcome Rod Profile Change Password Logout User Manual for RSCV Booking Manager Administrators v1 0 User can use Profile and Change Password links for that purpose 2 3 Training Providers Tab The Training Providers tab enables administrators to create new accounts for training provider institutions and to manage existing ones This tab is located next to the Home tab see below Home Training Providers Courses Facilities Bookings Reports Users 2 3 1 Creating a New Training Provider Account To create a new training provider account access the Training Provider tab and click on Add gt New H
14. shown below 10 User Manual for RSCV Booking Manager Administrators v1 0 Home Training Providers Courses Facilities Bookings Reports Users 2 6 1 Creating a New Booking To create a new booking go to the Bookings tab and then click on Add New RSCV Booking Manager Home Training Providers Courses Facilities Bookings Reports Users You are here Bookings Bookings Search Add New STEP 1 Enter a training provider and a course Add New Booking Back to Bookings List Step1 Select Course Step 1 Training Provider Course Note Names of existing active training providers and courses will start appearing in a drop down box as you type in or if you use arrow key which is pointing down on your keyboard see below STEP 2 Find available facilities In this step you can find RSCV rooms and sectors that are available for bookings within specified period of time 11 User Manual for RSCV Booking Manager Administrators v1 0 Add New Booking Step 2 Select Facility Training Provider Rod Ryan Course Test Date Range Facility type Any x Facility Name Find Available Facilities After entering some of the parameters user can click on the Find Available Facilities button to see avallable facilities Add New Booking Step 2 Select Facility Training Provider Rod Ryan Boardroom Course Test Fee 50 00 AUD Boardroom Find Available Facilities Showin
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