Process Template Tab

Use the Process Template tab to configure the main settings for an Everyday User process template.

  1. In the Everyday User Process Template dialog, select the Process Template tab.

  2. Configure the process template settings.

    Field Description

    Description

    Displays the process template description. This field is read-only.

    Mode

    Select how Everyday Users can create requests or reservations:

    • Self Serve: Allows registered Everyday Users to view real-time room availability and create reservations. EMS can book rooms with a confirmed or request status based on your configuration.

      Select this mode if users assigned to the process template must be able to request rooms with video conferencing features.

    • Service Only Request: Allows Everyday Users to request services, such as catering or A/V equipment, for locations that EMS does not manage.

    The selected mode determines which other process template settings are available.

    Menu Text

    Enter the menu text or link that Everyday Users see in EMS Web App for this process template.

    Available to New Everyday Users

    Select this option to automatically assign the process template to new Everyday Users.

    Enable for Mobile Device

    Select this option to make the process template available from mobile device browsers.

    Outlook

    Select this option to make the process template available for the EMS for Outlook add-in.

    Parent Menu

    Select the parent menu under which the process template appears in the EMS Web App main menu.

    Reserve Status

    Available only in Self Serve mode. Select the default status that EMS applies to reservations for rooms identified as reservable on the Rooms tab.

    Request Status

    Available only in Self Serve mode. Select the default status that EMS applies to reservations for rooms identified as requestable on the Rooms tab.

    Conflict Status

    Available only in Self Serve mode. Select the default status that EMS applies when a booking conflicts with an existing room reservation.

    Cancel Status

    Available only in Self Serve mode. Select the default status that EMS applies when an Everyday User cancels a booking.

    Rule Violation Status

    Available only when you select Outlook. Select the status that EMS applies when an action in EMS for Outlook violates a category date or time restriction.

    Default Setup Type

    Select the default setup type for room searches in EMS Web App. Everyday Users can select a different setup type as needed.

    Enable Integration to Microsoft Exchange

    Select this option to connect the process template to your organization's Microsoft Exchange server. This option requires the optional Integration to Microsoft Exchange module and typically applies when your organization does not use EMS for Outlook.

    Users assigned to the process template can view attendee free/busy information, select a date and time, and send invitations through EMS Web App. Attendees can manage the invitations through Outlook.

    Previous versions called this option Allow Invitations.

    Allow Everyday User Personalization

    Select this option to allow Everyday Users to use Options to customize their EMS Web App settings.

    Menu Sequence

    Enter a number to define the process template's display order under its parent menu. EMS displays menu items from the lowest to the highest sequence number.

    If all menu items have the default sequence of 0, EMS displays them alphabetically.

    Available at Checkout

    Select this option to allow Everyday Users assigned to the process template to select category resource items on the final page of the Room Request process in EMS Web App.