Facility Management FAQ
You could consider adding the detail to the Notes field. A SPoC could also work with Professional Services to add a Room Name and/or Room Number field to the Equipment page.
Open the reservation record, click Edit, change Cancelled to Yes, and click Save. A trigger will update the description. For information on canceling an Event and all related reservations, see Cancel an Event.
It is recommended for an Event to trigger one Process with two steps:
- Tentative Approval
- Final Approval
If other aspects of the Event need approval such as Rooms or Services, they will need their own approval Process. Rooms and Services, as relates to Events, are considered "child records." Processes for child records occur concurrently with the Event Process, and cannot be triggered to start based on when an Event Process is completed. It is recommended to let most rooms be approved with Tentative/Final and only have separate Processes for very special rooms. See Event Approval and Event Room Approval for more information.