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Resources

With the resources & capacity management add-on (License needed), you are optimally equipped for the organisation of your teaching and training resources and to be able to have the planning of your classroom events firmly under control. With the help of a single software solution, the daily work steps in educational operations can be carried out efficiently and without system interruptions.

The Resource Management module allows for the set-up and management of physical resources associated with delivering training. This could include locations, people, devices, and even services like catering. Each resource can be assigned categories (e.g. “technical trainers”) and also availability can be defined (e.g. trainer only available Monday and Friday, or only available until 1 pm each day), as well as downtimes (e.g. leave for trainers, or maintenance for rooms) and other business rules (e.g. trainer can only deliver 15 hours per week).

Resources can then be scheduled using a resource calendar and can be assigned to training courses or select media. Any schedule conflicts can be actively managed at the time of assignment by not allowing the resource to be double booked and planning tools including different categories of resource booking (e.g. planning, tentative booking, confirmed booking, etc.) can be assigned. Trainers can print off their schedule and checklists for venues based on required resources can be generated.

Integration to Microsoft Outlook is ideal for organisations that use Outlook to manage bookings for rooms and resources.

Benefits

Provides visibility of resource usage and prevents double bookings. 

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List of Functions

  • Graphically supported annual resource planning

  • Booking and allocation of rooms, equipment (beamers, flipcharts, PCs, etc.), and services (e.g., catering, room care, vegetarian food, special travel documents).

Resource Management

Resource management is based on the administration of master data for conducting classroom or online events. This is about:

  • Localities (e.g., buildings, rooms)

  • Personnel (e.g., trainer, technical experts, service personnel)

  • Devices (e.g., beamer, PC, presentation case, flipchart)

  • Services (e.g., catering, room maintenance, hotel rooms).

These can be recorded, freely structured, managed consistently, and redundancy-free throughout the company. Attributes can be stored for each resource, for example, the information that a trainer is only available on certain days.

Resource Booking

It is elementary to book various resources for courses. Resources can be trainers, classrooms, or presentation tools. A graphical planning wizard can be used to determine the optimal use of these resources and avoid capacity bottlenecks. This makes it easier for trainers to plan their deployment and processes throughout the business event administration process.

Individually configurable booking confirmations by e-mail as well as placeholders for additions ensure a targeted flow of information when booking resources. Configuration of the texts, change of the subject lines, and determination of the recipients are easily possible. Within the resource calendar, any number of metatags can be displayed via a tooltip. Which metatags are displayed can be determined by setting the resource type.

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