User Training

Managing Your Claims

Edit, end, or mark a resource unavailable

Once a resource is claimed, members of the claiming organization can change or end the claim. Any resource can also be marked unavailable and later returned to service.

Editing or Ending a Claim

After a claim, any active user in the claiming organization can open it by clicking In Use—Edit/Cancel. From there you can:

To end a claim, click the red Delete button, then the red Confirm Delete button. To keep the claim, click the grey Cancel button.

Marking a Resource Unavailable

  1. On the resource's row, click More, then Unavailable.
  2. In the window titled “Unavailable – [resource name],” enter notes explaining why the resource is not available. Notes are required.
  3. Click Mark Unavailable to complete the action, or Cancel to close the window.

Returning a Resource to Service

Click More, then Back in Service. The resource's status changes to Available.

Who Can Make Changes

Users from other agencies cannot edit or cancel a claim or reservation made by another agency.

Notes Rule

Notes should never include Personally Identifying Information, HIPAA-protected information, or other protected data.

← Reserving a Resource Quick Claim Widget →