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Room Input

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[Navigation] Utilities > Maintenance > Room Input

[Accordion] Overview

Use the Room Input form to create and manage Rooms within your configured Building Input entries. Once added, Rooms become available as scheduling resources across the system and can be customized with specific Building locations, scheduling rules, and telehealth capabilities.

[Permissions] The staff member must have Full permissions to Maintenance to add or edit the Room Input form [Staff > Staff Info > System Permissions > Maintenance]

[Accordion] Getting Started

Use the Room Input form to add Rooms for your configured Buildings so they can be used as resources when scheduling appointments and events.

Record List View

Displays all configured Room records, allowing you to quickly search, review, create, and edit Room entries.

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  1. [[img:add >> lbl:New]] Click/Tap to create a Room record. Enter the required information and save to make the Room available for selection.
  2. Actions:
    • [[img:edit >> bg:white]] Click/Tap to view or edit the configuration details for the selected Room.

Record Details View

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  1. Top Toolbar:
    • [[img:save >> lbl:Save]] Click/Tap to save the new Room record or any changes made to an existing Room record.
    • [[img:table_edit >> lbl:Record Info]] Click/Tap to open the Support Request Form and submit a modification request for the current record. 
    • [[img:policy >> lbl:Audit Logs]] Click/Tap to display the audit history for the Room record, including information about when changes were made and the staff members responsible for those changes.
  2. Room Name: Enter the name of the Room. This name is used throughout the system when selecting or scheduling the Room.
  3. Room Description: Enter additional information or notes describing the Room.
  4. Is Enabled: Check this box to keep the Room active for scheduling. Unchecking it deactivates the Room for future bookings without deleting the record.
  5. Building (required): Select the Building Input entry where the Room is located.
  6. Prevent Double Booking: Check this box to strictly prevent overlapping Schedule events for this Room. When unchecked, scheduling conflicts will trigger a warning but can still be saved.
  7. Video Conference (required): Choose whether a Telehealth connection is optional or required for the Room. This helps staff easily identify whether the Room is equipped to host virtual meetings.

[Q] Where to find Room Input entries

[A] You'll see your enabled Rooms show in the Location dropdown on a Schedule event, and also in Staff Info > Basic info tab within Contact Details.

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[Accordion] FAQs

[Q] Why is my Room not available when creating an event on the Schedule?

[A] Ensure the Room record is enabled and assigned to a Building. Rooms that are disabled or unassigned to a Building will not be available for scheduling.

[Q] What happens when Prevent Double-Booking is enabled?

[A] The system prevents overlapping Schedule events from being scheduled in the same Room during the same time period.

[Q] Why can't I select anything from the Building dropdown?

[A] Buildings must first be configured at: Utilities > Maintenance > Building Input before they become available for selection in Room Input.

[Accordion] Related Articles

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