User Training
Claiming a Resource
One button, a short window, and an optional note
Claiming takes a resource for immediate use. Once you claim it, other users see that it is in use and cannot claim it at the same time.
Claim Steps
- Find the resource in the table and click Claim.
- Review the Claim window. It shows the resource name, a start time, an end time, and an optional notes field.
- Change the end time if needed. It defaults to 60 minutes after you pressed Claim.
- Click Claim to complete the action, or Cancel to close the window without claiming.
About the Claim Window
- Title: “Claiming... [resource name]”
- Start time: 24-hour format. It defaults to the moment you pressed Claim.
- End time: 24-hour format. It defaults to 60 minutes after you pressed Claim and can be changed.
- Notes: optional at this step.
After a Claim
The Claim button changes to show the claim. Users in your organization see In Use—Edit/Cancel and can manage the claim. Users from other agencies see In Use and cannot edit or cancel it.
Notes Rule
Notes should never include Personally Identifying Information, HIPAA-protected information, or other protected data.
Picture placeholder: Claim windowClaim window showing the resource name, start and end times, notes field, and Cancel and Claim buttons.