Keep a resource request provisional until equipment is allocated.
Connect equipment requests to availability, booking conflicts and custodian responses.
How to build your equipment booking requests
Describe the job
Connect equipment requests to availability, booking conflicts and custodian responses.
Review the first version
Choose how the resource requester records the Resource and how the equipment custodian reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Booking EQ-055 through the handoffs.
This fictional equipment booking requests example shows the ordinary handoff and the decision that remains open.
Equipment booking requests example
- Record
- Booking EQ-055
- Requested unit
- P-04
Current stage · Program coordinator
Request a resource window
A fictional workshop requests projector P-04 for Friday afternoon.
Read the full walkthrough
Request a resource window
A fictional workshop requests projector P-04 for Friday afternoon.
- Record:
- Booking EQ-055
- Requested unit:
- P-04
Compare overlapping requests
The custodian sees an overlapping request for the same projector.
- Record:
- Booking EQ-055
- Window:
- Friday 13:00 to 16:00
Record the allocation decision
The administrator offers a different unit and records the requester's acceptance.
- Record:
- Booking EQ-055
- Conflict:
- Existing allocation
Confirm return and condition separately
The allocation stays separate from the later return and condition check.
- Record:
- Booking EQ-055
- Accepted substitute:
- P-07
What to include in your equipment booking requests
Keep the Resource in context
Keep Resource, requested window, quantity, project or program, request owner, custodian, booking conflict and agreed alternative together so the next person can understand the request or record.
When the next step needs a decision
A sample workshop requests projector P-04 for Friday afternoon. The custodian sees an overlapping request for the same projector.
Keep agreed alternative visible
Record the agreed alternative without implying that project approval reserves the equipment.
Choose what each person needs
Give the resource requester a working view and the equipment custodian a review view. Keep Resource and requested window attached to the decision as the work moves between them.
Questions about equipment booking requests
Start with Resource, requested window, quantity, project or program, request owner, custodian, booking conflict and agreed alternative. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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