Letting Plans - date allocations
Andy Larking
Last Update 2 years ago
Introduction
This page determines on which dates the selected Facility is available for Letting, and which Daily Plan
applies on those dates.
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For the purposes of this guide, two Daily Plans named ‘Weekdays’ and ‘Weekends’ have been created. Your version may have anywhere between 1 and 9 different Plans listed.
The main display is split into three areas...
In the top-left corner is the Start Month selector...
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Because of the large amount of data involved, only a twelve month period can be updated here at any one time. By default, it will begin with the current month but, if required, you can select a different starting point via the drop-down menu.
Clicking on ‘Reset’ will refresh the page, cancelling any changes you have made since the last Save.
The ‘Quick Set’ option will be useful if there is a regular pattern to the Plan allocations (e.g. the Plan named Weekends applies every Saturday). This option is covered in further detail on page 3 of this guide.
In the lower-left area is a table listing all Daily Plans for this Facility, as well as a separate entry named ‘No Lettings’.
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When setting the allocation to individual dates, it is the entry highlighted here (with a thicker border) that signifies which Plan will be assigned. This is covered in further detail on page 4 of this guide.
The larger area consists of twelve monthly calendars and is where the Plan allocation for each date can be viewed/updated.
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Each date is colour-coordinated (with the Daily Plans list) to signify its allocation.
Using the example above...
i) all dates in August have a white background (NO LETTINGS).
ii) in September, all weekdays – with one exception - have a green background (WEEKDAYS). This means that during the ‘Make a reservation’ process, those dates will make use of the slots, fees etc recorded for that Plan.
iii) all Saturdays and Sundays during September have a yellow background (WEEKENDS).
iv) September 14th has a white background (NO LETTINGS).
There are two methods to update the date allocations...
Quick Set
Often, there will be a pattern to the required allocations (e.g. all Wednesday’s require the Weekday Plan). If that is the case for you, start with the Quick Set option.
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This involves selecting...
i) the Plan that is to be assigned.
2) which days of the week should be assigned that Plan.
3) whether to only update those days if a specific timetable week applies.
4) whether to skip (or only include) dates that are logged as a holiday/closure.
Note: the final two options are determined by settings recorded in the Administration/Academic area of the system. After confirming your selections, the calendars will update accordingly.
After confirming your selections, the calendars will update accordingly.
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If required, you can now repeat this for any other Plans.
Individual Date Allocation
This can be used if...
● After the Quick Set method has been used, there are a few stray dates that need adjusting (for example: that 14th September date mentioned on page 2 will now need clearing)
Or
● There is a plan that has no regular pattern.
This method involves...
Selecting the Plan that you want to apply.
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Clicking directly onto the dates that will be making use of this plan.
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Final Actions
Once you have completed the applicable allocations, click on Save in the bottom-right corner of the display.
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If you will be allowing lettings far into the future, you can now set a new Starting Date to allocate Plans to a new batch of dates.