Role Center Actions

This table lists and describes the actions on the Role Center's Actions menu.

Section Action Description
New Reservation Shortcut to create a new reservation.
  Activity Shortcut to create a new activity (single appointment).
  Group Shortcut to create a new group reservation.
  Add to Shift Add human resource to a shift. Only enabled if LS Staff Management license is active.
Functions Change Location Change the view to another location (provided the user has access).
  Process Execute an external process that partners can add to the solution.
  Reminders Send out email reminders.
  Run POS Open the POS application.
View Search General search for client, reservations, or activities.
  Matrix Shows the resource availability matrix.
  Resource Status View resource availability and assignments.

This view is shown as a matrix of resources (horizontally) and time, if an interval is set. If no interval is set, then only one entry per day will be shown.

  • Use the Template to select preset filters and settings, which are shared with the Matrix view.
  • Use Prev Set and Next Set actions to shift the view to previous or next set of 10 resources.
  • Use the Assist Edit action on the cells to view menu of options: Booking New Activity, Re-scheduling Activity, Transfer Activity to another resource or edit the resource Unavailability.
  • Use the Drilldown to open the list of activities or the Activity Card if only one activity is assigned.

Tip: For quick entry of new activity, simply enter an Activity Product code to start the booking process.
  Resource Capacity View resource capacity settings.
  Resource Analysis View a summary of confirmed activities per period and resources.
  Timeline View the selected day's agenda in chronological order.
  Reservation Summary View a list of all important amounts and figures in reservations.
  Activity Summary View list of all important amounts and figures in activities
Totals General Totals View a summary based on the Dynamic Summary Type setup.
  Resource Totals View a summary based on the summary setup for resources only.
  Product Totals View a summary based on the summary setup for products only.
Page Refresh Refresh data displayed on the page.