2. Booking calendar for planners

The booking calendar view is made up of: 1.the calendar view in the center consisting of: 1a. test object tiles (with the test object’s information) in the first column 1b. columns for one day each and the corresponding tiles to make the booking 2. the legend at the top left 3. the action buttons at the top right

• 2.1. Overview "Booking calendar" for planners
• 2.2. Making a booking as a planner
• 2.3. Test object tile for planners
• 2.4. Legend
• 2.5. Date picker

2.1. Overview "Booking calendar" for planners

This is the view of the booking calendar for the planner.  

DAILY VIEW  

As a planner, you can see all booked, requested, approved and unavailable drives as well as all important information about the testers and the drive. 

 

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QUARTERLY VIEW  

The column for each day is wider here than in the “Daily view”. It is possible to book a test object for a day in a quarter-hourly cycle. 

2.2. Making a booking as a planner

DAILY VIEW 

The current day, weekday and date are always highlighted with a color.  

Looking at the individual day, through hovering over it, you can find a “+” button. Clicking on it opens a separate pop-up “Create booking” with the following options: 

• Create booking 
• Create a blocking booking 

 This dropdown is only available for planners. 

Clicking on “Create booking” opens a separate pop-up with the following information: 

• "User", automatically selected 
• "Delegate"
• "Test object", automatically selected 
• "Location", selected if the assignment has been selected 
• "Start date" and "End date" (automatically selected) 
• Tax-relevant settings:    
  • two radio buttons: “Within” or “Outside working hours”  
  • a checkbox: “Personal company car available” appears next to the selected radio button “Outside working hours”  
  • a checkbox: “Evaluate in IVA” an optional setting, depending on the settings in the administration 
• "Reason" 
• "Approver 1" 
• "Approver 2", for journeys outside working hours

You can change or add to your details, e.g. create a booking for another person. Then click on the “Request approval” button below. Your request will be saved and, in most cases, forwarded to the approver. Under the booked day and the corresponding vehicle tile, you will then see the tester’s name, part of the reason and the status “Requested”. 

Click on “Create a blocking booking” to open a separate pop-up “Edit blocking booking” with the following information: 

• "Creator"
• "Locations" 
• "Test object"
• "Start date" and "End date", automatically selected 
• "Reason" 

If you then click on the “Save” button, the vehicle is blocked for the selected date. 

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The second way to make a booking is by clicking on the “+ Booking” button. A separate pop-up “Create booking” will then open with the same details as above. The test object needs to be selected manually here.  

After making a booking, you will see your requested booking in the booking list. The text line containing the booking information is colored orange. You can edit the booking afterwards by clicking on the “Pencil” icon. 

More information can be found under the menu item “Booking list”. 

If the test object is assigned a current location for a specific period, you will see the name of the location in a tile at the top left.

Mandatory information is marked with an “*”. 

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QUARTERLY VIEW 

The column for each day is wider here than in the “Daily view”. It is possible to book a test object for a day in a quarter-hourly cycle. 

Looking at the individual day, through hovering over it, you can find a “+” button. 

Clicking on it opens a separate pop-up “Create booking” with the following information: 

• "User", automatically selected 
• "Delegate"
• "Test object", automatically selected 
• "Location", selected if the assignment has been selected 
• "Start date" and "End date", automatically selected 
• “Duration”, automatically calculated 
• Tax-relevant settings:    
  • two radio buttons: “Within” or “Outside working hours”  
  • a checkbox: “Personal company car available” appears next to the selected radio button “Outside working hours”
  • a checkbox: “Evaluate in IVA” an optional setting, depending on the settings in the administration 
• "Reason"
• "Approver 1" 
• "Approver 2", for drives outside working hours 

The checkbox: “Evaluate in IVA” depends on the settings in the administration and is optionally available. 

If the checkbox is selected, a test is created in IVA.

2.3. Test object tile for planners

In the calendar, you will find the list of available test objects in the first column on the left and the respective day view. 

The two most important pieces of information are displayed in the test object tile: 

• Test object name  
• The first two attributes 

 Click on the “i” icon to open a separate window containing further information on the test object: 

• Image of the test object 
• Test object name 
• Key Value 
• Documents 
• Further attributes 

In front of the vehicle tile, there is a narrow column with a “block” icon that is only visible to planners. By clicking on this icon, you can exclude a vehicle from the booking calendar or activate it.  

Red “Block” icon/tile = excluded from the booking calendar 

Gray “Block” icon = activated for the booking calendar 

The tile of the vehicle also turns red or gray, depending on whether the vehicle is blocked or activated. 

2.4. Legend

The legend is located below the menu at the top left. It helps you find your way around the booking calendar and explains the color coding of the status and location. 

 The following statuses can be defined for “Status”: 

• Requested 
• Booked 
• Approved 
• Partially approved 
• Not available 

 Further information can be found here: Status 

 All locations that have been made available by the administrator are listed under the location. 

The locations defined by the administrator are displayed under “Location”. 

2.5. Date picker

At the top next to the buttons there is a date picker and four arrows that allow you to quickly select a date and skip through certain time intervals.