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Efficient Resource Management: Equipment and Service Strategies

Learn how to manage resources effectively with a focus on equipment inventory, collections, services, and security. Discover strategies for requesting, scheduling, approvals, and reporting. Explore ways to link services, track items, and ensure proper permissions. Gain insights into workflow processes and notification systems. Engage in discussion topics on integration strategies and overcoming obstacles. Presented by Jenny Hulsen from Ad Astra.

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Efficient Resource Management: Equipment and Service Strategies

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  1. Managing Resources: Equipment and Services Presented by Jenny Hulsen Ad Astra

  2. Session Overview • Equipment Inventory • Collections • Services • Linking Services • Security • Requesting/Scheduling • Approvals • Reporting

  3. BuildinganEquipmentInventory • Categories and groups are used to help navigate and filter the list. • Each item will belong to a specific category • Items may have multiple group tags

  4. Building an Equipment Inventory • Two Types of Tracking • Quantity • Individual Items

  5. Building an Equipment Inventory • Combine into Collections

  6. Creating a Service Menu • Setup/Teardown Services • Associated Services • Independent Services

  7. Linking Services to Equipment

  8. Linking Services to Rooms

  9. Security Roles • Permission can be limited by: • Category • Resource Type • Group Tag • Specific item(s)

  10. Requesting/Scheduling • Event Wizard / Event Form

  11. Requesting/Scheduling • Event Request Template

  12. Requesting/Scheduling • Limit available resources by event templates

  13. Notification and Approvals • Approver Groups • Event Request Form • Resource Use (Group Tags) • Rooms

  14. Default Workflow Process: Event Request Template Approval Group Notification Group • Requester does not have rights to Edit Events • Scheduler does not have rights to Schedule resources Event Request S R

  15. Default Workflow Process: Schedule for Approval Approval Group Notification Group • Scheduler does have rights to Edit Events • Scheduler does not have rights to Schedule resources Event Form S

  16. Notification and Approvals • Request response options: • Approve • Decline • Request Information

  17. Discussion Topics • How Equipment and Services were integrated on your campus • Strategies for overcoming obstacles • Getting “Buy-in”

  18. Contact Information • Jenny Hulsen • Account Manager • Ad Astra Information Systems • 913-652-4189 • jhulsen@aais.com

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