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Procentive Knowledge Hub

Resources Module

Overview

This article explains how to setup and reserve shared items at your agency in the Appointments Module.

What is the purpose of the Resource Module?

The primary purpose of the Resources Module is to allow the scheduling of Resources in the Appointments Module. A Resource is any item you want your staff to reserve using the calendar in the Appointments Module. A group room, training or testing room, a laptop, vehicle or therapy tools – these can all be resources. Once created, resources can be reserved using the Appointments Module and attached directly to client appointments, allowing staff to both make a client appointment and reserve the room needed to complete the appointment. (Instructions on how to do this are included in this help file).

How do I create a Resource?

  1. To create a resource, go to the Resource Module and click add. The window below will open.
  2. Give the resource a number (0100, 0120, 0130, etc).
  3. Enter a name for the resource. Be sure to choose a name that everyone in your organization will recognize.
  4. Next, choose a default location for the resource.
  5. Click save. Add as many resources as you need.

How do I reserve a Resource in the Appointments Module?

  1. To reserve a resource, go to the Appointments Module.
  2. Select the “Resource Reservations” view (the system defaults to show the “Staff Appointments” view first. The Resource Reservations view is in this same menu.
  3. Choose the location of the resource, and then choose the resource itself.
  4. Double click on the calendar on the date and time you want to reserve the resource.
  5. The “Appointments Add” window will open for the given date, time, location and resource. See the window to the right.
  6. Choose the duration of time needed with this resource.
  7. Verify that the location and staff are correct.
  8. Add a description to the description field if needed.
  9. Click save.

How do I associate a Resource with a client appointment?

  1. To associate a resource to client or staff appointment, go to the Appointments Module, find the client or staff appointment, and double click on it to open it.
  2. In the Appointment Tab, in the lower-right portion of the screen, click on the add button under “Resources associated with this Appointment”.

What happens if a Resource is already reserved?

If you try to add a resource that has already been reserved you will get a warning box stating that the appointment overlaps with another one.

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