Search with the Calendar

Use this window to search for reservations, bookings, and service orders in your EMS database. The results are listed in a calendar view.

1. Select Calendaron the navigation menu. 

2. In Filters, select one or more filters to narrow the results.

   Filter	Description
   Month Year	The default value is the current month and year, but you can change one or both of these values if needed.
   Include canceled	By default, search results are not set to show canceled bookings. Select this option if you want to search for canceled bookings as well.
   Include related combo rooms
   Group	If the pre-defined list of groups is too extensive to scroll, then click the Search icon to open the Groups window and search for a specific group.
   1st contact Reservation event name	Enter a search string by which to filter your search. The search is not case-sensitive, but your search is limited to the exact order of characters in the string and it must begin with the information for which you are searching. For example, a search string of ed returns include Ed, Edward, Eddie, and so on, but not Ted or Fred.
   Building Room	If you select a specific building, then (all) rooms in the building are selected by default. You can select a specific room in the building. If you select an area, then you can select a specific building that is contained in the area. If you select a view, then Room is left blank; however, you can select a specific room to search.
   Category	The default value is set to (all). You can leave this value as is, or you can select a specific category (booking detail).
   Resource	Available only if you select a category that is a resource or service order. The default value is set to (all). You can leave this value as is, or you can select a specific resource item.
   Booking status	The default value is set to (all). You can leave this value as is, or you can select a specific booking status.

3. In Calendar, select one of the following tabs:

   • Reservations

   • Bookings

   • Service orders

4. Select one or more dates.

5. The Results list updates.

   You can double-click a reservation, booking, or service order to open it in the Navigator.

6. To reset the filters to their default values, select Reset.

Export results

Select Export to download the search results as an Excel (.xlsx) spreadsheet.

Email attendees

Select an event, then select Email to start a pre-addressed SMTP email to the group for that event. Your administrator must set a system parameter to enable these functions.

Change service orders state

1. In Calendar, select the Service orders tab.

2. Select a date in the calendar view.

3. In Results, select a service order.

   Press Ctrl to select multiple service orders.

4. Select Change state.

   For detailed instructions in using the page that appears next, see Search for service orders.