Prerequisite:
The Rental Management feature is enabled in your instance and you have the Rental Management permission.
As a user with the "Rental Management" permission, you can create, confirm, change, and delete reservations for your colleagues.
How do I approve or reject a reservation request?
You will receive a message in seventhings stating that an employee would like to borrow one or more assets and you have been selected as the approver. Review the reservation request and either approve or reject it.
To approve the request, change the status in the top right corner to Confirmed.
If you wish to reject the request, select the status Rejected instead.
How does the borrowing process for reserved assets work?
If a pickup reminder was set in the reservation request, you will receive a notification shortly beforehand that assets will be picked up soon.
Once the borrower has received the asset on the pickup day, set the reservation to Borrowed. If he or she does not pick up the asset on time, the status automatically changes to Pickup Overdue and you will receive a notification.
How does the return process of borrowed assets work?
If a return reminder was set in the reservation request, you will receive a notification shortly beforehand that assets must be returned soon.
Once the borrower has returned the asset on the return day, set the reservation to Completed. If he or she does not return the asset on time, the status automatically changes to for Return Overdue. In this case, you will receive a notification that the asset was not returned on time.
Tip:
If you’d like to know how a member of staff (or yourself) can make a booking enquiry, the following article will help.