Set up sites and bays

Each site is a location. Each bay is a resource at that site, with a type, the loads it can take and its opening hours.

Prerequisites#

• The Admin role.
• Your sites. See Manage locations. Several sites in one view needs the Enterprise edition.

Add a bay#

1. In the menu, under Administration, select Staff & resources.

2. Select Add staff or resource, and choose the bay type.

3. Enter the following information:

   Field	Description
   Name	For example "Bay 9".
   Description	Shown with the name.
   Skills (comma-separated)	What the bay can take, such as Reefer or Dock-high. Services that ask for these offer only the bays that have them.
   Location	Its site.
   Calendar color	Its color on the calendar.
   Available for booking	Turn off to stop offering it.

4. Under Working hours, set when the bay can be booked.

5. Select Save.

   

To rename the bay type or add others, use Resource types under Business rules. See Set up staff and resources.

Take a bay out of service#

• To stop offering a bay altogether, turn off Available for booking.
• To take it out of service for a period, such as for maintenance, your organization also needs PTO ONE: then a site manager adds time off for the bay on Time off, with a type for rooms and equipment.

Next steps#

• Set up bay services