Knowledgebase: Equipment Depot
WebCheckout - User Guide
Posted by Todd Kent, Last modified by Melinda Barnsley on 14 July 2017 04:21 PM

WebCheckOut User Guide

The WebCheckOut provides a simple interface for users to create and manage Reservations for loan equipment and/or event support.

Login

To access the WebCheckout, you need to log into your myPlymouth account

  • Enter User-ID and Password and click Log In
  • Click the Equipment Loans and Event Support link

Dashboard

Dashboard includes 10 most current Checkouts; 10 most current Reservations; 10 most recent Completed and a menu to create New Reservation



Create New Reservation

  • Select menu icon on the top right of the screen
  • Click New Reservation to open the screen
  • Set the Reservation Start and End Times. You must begin single times 1-9 with a leading zero (ie. 09:00AM using a 12-hour clock)

          

  • Set Pickup Option when multiple options are available
    • When Set is selected, Delivery Location must be specified
  • Under Browse Resources, select the Resource Type
    • To search for a Resource, type in Resource or Resource Type name in the field box. Only like matches will appear in the list. Note: The search field needs to be blank to receive a refreshed list of Resources after search

  • Add Resource by individual Resource or Reserve One of This Type. Selection method may vary
    • Individual Resource: Click icon to add specific Resource
    • Reserve One of This Type: Button will add any Resource of the selected Resource Type. Requires Reservation by Resource Type Module
    • Shopping cart will reflect count of added items.  icon
    • Add multiple Resources by clicking the Shopping Cart and selecting amount. To enter in amount, select 10+ and then type in amount.
  • If applicable:
    • Add Notes, in upper right of screen, to the Reservation. Icon will update when notes are added
    • Schedule, in upper right of screen, repeat Reservations on a particular date or day of week within a timeframe
  • Click  in lower right of screen
    • If Confirm option is not available, error icon appears . Click icon to view errors. Errors must be corrected to confirm Reservation
    • Patrons must abide by all Policies; cannot have a Hold; cannot have an Overdue Invoice; must have Signature on File (when required); and cannot possess Late Resources at any Checkout Center. If any of these conditions are not met, the Reservation cannot be confirmed

Once Patron Portal Reservation has been made, the Dashboard will include this Reservation along with its repeat Reservations (when applicable)

Edit Reservation

Reservations can be edited from the Dashboard. 

To edit Reservation, go to the Dashboard

Click on the Reservation to prompt the View Reservation window. Select Edit Reservation to open Reservation. NOTE: Approved Reservations can only be canceled

Make changes to the Reservation or click Cancel or the X at the top right to return to the Dashboard

  • Change Start and/or End Times
  • Add Resources
  • To remove Resource, click on Shopping Cart
  • Click Confirm to save edits

Cancel Reservation

Once a Reservation has been Approved, Edit Reservation is not available. Cancel Reservation is only option

To cancel Reservation, go to the Dashboard. When in the New Reservation screen, click Cancel or the X at the top right to return to the Dashboard

Click on the Reservation to and select Cancel Reservation. Select Yes to affirm cancellation

Confirmation of cancellation will appear and Reservation is no longer listed in the Dashboard.

Email Calendar

This option will not work with a web-based email application. However, other email applications can utilize this option.

Select Email Calendar in the menu to access unique ICS Feed URL for viewing Checkouts and future Reservations in an iCalendar. Copy the Calendar URL and add to their iCalendar of choice. Requires the Messaging Module.

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