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FIELD MANAGER – SITE VIEW
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― Site View is supported only in IE 9 and IE10. If you are using a previous
browser version, we recommend upgrading to IE 9.
― Site View is built to support 25, 50, and 100 sites per page on the grid. The
default is set to 100. Based on the connectivity and the amount of data load, if
required, consider downgrading the number of sites to 25 or 50 to improve
performance. This is easily done through Inventory Manager, Facility Details.
page.
― Site View functionality is available by means of a single permission. Individual
features available within Site View are controlled by existing user permissions
in Field Manager.
― This is the first version of Site View. We look forward to receiving your likes and
dislikes of the functionality — for future enhancements.
KNOW BEFORE YOU START
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THE GRID― Click “Site View” on the main
menu.
― Site Search provides full search
capability.
― Click “Find Reservation” to switch
to Reservation search.
― Explore the Advanced Search
options.
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THE GRID― Shows availability and
reservations for 31 days starting
from the current day or any
specified date as the start of the
grid.
― Sites are grouped by loops.
― Reservations are represented with
a bar.
― Colors of the bar represents
different statuses.
⁃ Orange – Due to check-in
⁃ Purple – Due to check out
⁃ Maroon – Occupied
⁃ Blue – Reserved/Pre-arrival
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ALL ABOUT CHECK INS― Alt + click on a reservation and you
will get the available operations.
(We are working on a right-click
option.)
― Clicking Check In will perform a fast
check-in. (If there is a balance on
the order, the user is taken to the
Cart.)
― If you need to charge POS while
checking in, click “Charge POS”
― If you need to view the details
before check-in, click “View Edit
Reservation”.
― ** Check outs will operate similarly
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HOW ABOUT DATE CHANGES AND TRANSFERS?
― To transfer sites, drag and drop a
reservation from one site to another.
― To change dates, shorten or extend the
length of the Reservation bar using your
mouse.
― Transfer and date change can be done at
the same time.
― When you are done, click “Confirm
Changes”.
― The Cart displays for processing the
order.
― If reservation details require changing,
you can access them from the Cart.
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HOW DO I WALK-IN A PERSON?
― Search for an existing customer.
― Clicking “Add New Customer”
lets you add a new customer.
― Edit icon beside the customer
LAST NAME lets you edit details
for an existing customer.
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HOW DO I WALK-IN A PERSON?
― This is a simplified version of the
Reservation Details page.
― Complete the details.
― Square tabs represent different
segments of the order
information.
― Proceed to the Cart.
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HOW DO I WALK-IN A PERSON?
― In the Order Summary, click Site View to
get back to the site view screen after
finishing the Order.
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MID-STAY TRANSFER
― You will notice a portion of the
reservation getting transferred.
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SWAP RESERVATION
― Take 2 swappable reservations — drag one
reservation to the other to start a Swap
workflow.
― Click Confirm Swap to proceed to the Cart and
complete the action.
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RESERVATION + SITE SEARCH
― Try to do a combination search
for a reservation and a site.
― This will allow you to get site 001
and site 200 into a single view
and move a reservation from
one site to the other.
― (This is a search with an OR
operator between the
reservation search and the site
search.)
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WHAT IS A WORK LIST― Work List is a temporary location
where you can accumulate selected
inventory portions or reservations.
― Example:
⁃ You may be reserving 2 sites at the
same time.
⁃ You may be doing a Split
Reservation.
⁃ You may be keeping a reservation in
order to move to another site not
showing on the current page.
― The actions available to you may
vary based on added items.
― Try it!
― **Inventory will only be held when the action is
selected on the Work List.
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SITE CLOSURE
― Select a range on the grid and
click Mark as Closed to start a
closure.
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SITE CLOSURE
― You will have the option to create
a new closure or add the site to an
existing closure.
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CHARGE POS
― Select items from the POS list.
― Explore the selected item list.
― Attributes for POS will be collected
in the selected tab.
― ** POS items with parent/child
relationship are not supported. Boat
launch permits are not supported.
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ORDER DETAILS
― Take an existing reservation and
view the Reservation Details.
― Use the expand option to expand
the details.
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ORDER DETAILS
― Explore the other actions available
through the Reservation Details
page.
― Note: there is a another way to
charge POS.
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OTHER ACTIONS
― Check out the other order actions
available for a reservation.
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NON SITE SPECIFICS― Site View provides basic
functionality for NSS sites.
― Always displays the children.
― Click the Search icon to get the
due to check-in reservation list
and add them to a child site to
check-in.
― For each parent site, the available
sites for walk-in are shown.
― Start dragging the grid to start a
walk-in.
― To make an advanced reservation,
selects dates on any child site and
start a reservation. Note: No
matter which child was used, the
parent site will be reserved in this
case.
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NON SITE SPECIFICS
― Date changes are allowed conditionally when checking in.
― When doing an early check-in, the arrival date can be changed to the current
date to Check the reservation starting from today.
― Once occupied, the reservations work similar to site specifics.
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THANK YOU
Let us know your likes and dislikes about the new feature.