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How to Create a Reservation using the Reservation Wizard in the EMS Client

  1. To start, open the EMS Client and click on the Wizard Icon.
    toolbar wiz hl.PNG

  2. This will open a blank Reservation Wizard
    blank wizard.PNG

  3. To start, click on the date you wish to make the reservation on the calendar, and then pull down a start time, end time, and status (since you are making the entry for another user, you will likely use the status 'Confirmed' or 'Tentative')
    highlighted wizard 1.PNG

  4. Once the information is entered, it should look like this.  OPTIONAL STEP: If you do not need to search for a room, but are making the reservation for a specific building, you can pull down the building from the menu.  This wizard will return all buildings if you do not select one, as the first step in this wizard is to browse for available space.  Entering a building you know is free simply limits the results of that search by limiting it to that building.  If no rooms are returned, make sure these search criteria are clear, and try again.)
    data in wizard 2.PNG

  5. Hit Next.
    data in wizard 3.PNG

  6. The search will run, and you will now be able to select a room for your event.
    rooms in wizard 4.PNG

  7. Select the room you wish to reserve, and click the ">" button to move it to the right.  Then hit Next.
    rooms in wizard hl 5.PNG

  8. You will then be prompted to enter details about the event.
    event details 6.PNG

    Type in the Event Name, and then pull down the appropriate Event Type, Source, and Group.  (Group should be Faculty, Staff, or Student for internal reservation requests.)

    event details hl 7.PNG

  9. Once a Group has been selected, you can then Pull Down the appropriate member of that Group for the 1st and 2nd Contact.  (Tip: you can type to advance to that letter, for example typing A,S,H advances to Ashworth-King)
    event details contact info hl 9.PNG
    event details contact info hl 9 part 2.PNG

  10. You can associate that reservation with a web user, so they see it in Virtual EMS.  To do that, go to the Virtual Tab
    virtual tab 10.PNG

  11. Click the Magnifying Glass icon.
    virtual tab search 11.PNG

  12. Type in the Last Name of the user, and select him or her, and hit Select.
    virtual tab search hl 12.PNG

  13. The select the most accurate Web Process Template for the reservation.
    virtual tab search process template 13.PNG

  14. Click on the Other tab at the bottom.  Select your name from the Event Coordinator List (or the Event Coordinator you are making the reservation on behalf of), and hit Finish. 

virtual tab search process other 14.PNG