What it covers
Respect capacity and existing reservations when scheduling work, with a governed availability view.
Forms and bookings
Resource scheduling
Coordinate shared people, rooms, vehicles, equipment, locations and classes.
How it works
Reserve shared resources with capacity in view
Schedule people, rooms, vehicles, equipment, locations and classes against their existing reservations. Capacity and availability controls help coordinators avoid overbooking shared resources.
In practice
Check a governed availability view before confirming a reservation.
When to use it
Useful situations
- Check capacity before assigning a shared room or piece of equipment.
- Coordinate staff, vehicles or locations against existing reservations.
- Review planned use of classes or other capacity-limited resources.
A working path
How the work moves
Set up the resource
Create or review the resource record with the appropriate type, location and capacity details. Make the owner and availability rules clear to coordinators who will schedule it.
Check the availability view
Choose the period and resource, then inspect existing reservations and capacity before making a new booking. Resolve conflicts with the current reservation owner instead of assuming a blank view means the resource is free.
Record the reservation
Create the reservation with accurate times, resource and purpose, then revisit the schedule when plans change. Update or cancel through the supported workflow so capacity is released for other work.
Illustrative scenario
Shared training room
An operations coordinator checks the room’s schedule and capacity before reserving it for a customer workshop, then records the event window so other teams can plan around it.
Before you start
What to check
- Availability depends on accurate resource setup, capacity and reservation records; reconcile out-of-band bookings before relying on the view.
- Scheduling access is governed by workspace permissions and the resource workflow; it is not a general-purpose facility-control system.
What can be scheduled?
Supported shared resources include people, rooms, vehicles, equipment, locations and classes.
Does the view prevent overbooking?
Capacity and existing reservations are considered by the scheduling workflow; keep resource records current and verify the proposed slot.
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