Provide a form for requesting shared resources such as conference rooms and equipment with the Facility Request Tool.
This tool works in conjunction with the Form Creator Tool Database; add content to the database before you proceed.
Add the Facility Request Tool to a Page
- Click Add Content.
- Select the Main tab in the Tool Menu.
- Locate the Facility Tool under Forms.
- Click and drag the tool to the Main Panel of the page.
- The Facility Properties screen will appear.
- Type email addresses for the following fields:
- When a user submits a facility request, send an email to
- When a request is approved, send an email to
- When a request is rejected, send an email to
- Click Save (or Cancel to discard your changes).
- Type a heading in the Add Header field.
- The tool defaults to Active status. (Click to select Inactive if you want to publish the content at a later date.)
- If Active, the tool will be accessible.
- If Inactive, the tool will not be accessible or visible on the page.
- Click Done (or delete the entire tool by clicking Delete in the Facility Request toolbar).
To make any needed edits, simply click into the tool. Click Options to edit Facility Request Properties.
*Note: Once added, you can move or copy your tool to another page by clicking Move/Copy in the Facility Request toolbar.
Approve or Reject Requests
When a user submits a request, the user will receive a Facility Request Confirmation email. You will receive an email notifying you of the request and asking you to log in and approve or reject the request. To do this:
- Click into the tool.
- Click Options and select Approve/Reject Facility Requests.
- Click the Event Title to review the event details.
- Select Approve or Reject.
- Type your Decision Comments.
- Click Submit Decisions.
- Click Done.
Schedule an Access Status Change
You can schedule a tool to become Active or Inactive on a specific date.
- Click into the tool.
- Click Schedule in the Facility Request toolbar.
- Select a Date for the status change.
- Select a New Access Status.
- If Active, the tool will be accessible.
- If Inactive, the tool will not be accessible or visible on the page.
- Type your email address(es) in the Notify Email Address(es) field if you want to be notified of the status change.
- Click Save (or Cancel to discard your changes).
If you have any questions or need help, send us a note at communitysupport@factsmgt.com!
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