Field Manager – Site view

ActiveWorks Outdoors

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FIELD MANAGER – SITE VIEW

101


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― Site View is supported only in IE 9 and IE10. If you are using a previous

browser version, we recommend upgrading to IE 9.

― Site View is built to support 25, 50, and 100 sites per page on the grid. The

default is set to 100. Based on the connectivity and the amount of data load, if

required, consider downgrading the number of sites to 25 or 50 to improve

performance. This is easily done through Inventory Manager, Facility Details.

page.

― Site View functionality is available by means of a single permission. Individual

features available within Site View are controlled by existing user permissions

in Field Manager.

― This is the first version of Site View. We look forward to receiving your likes and

dislikes of the functionality — for future enhancements.

KNOW BEFORE YOU START


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THE GRID― Click “Site View” on the main

menu.

― Site Search provides full search

capability.

― Click “Find Reservation” to switch

to Reservation search.

― Explore the Advanced Search

options.


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THE GRID― Shows availability and

reservations for 31 days starting

from the current day or any

specified date as the start of the

grid.

― Sites are grouped by loops.

― Reservations are represented with

a bar.

― Colors of the bar represents

different statuses.

⁃ Orange – Due to check-in

⁃ Purple – Due to check out

⁃ Maroon – Occupied

⁃ Blue – Reserved/Pre-arrival


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ALL ABOUT CHECK INS― Alt + click on a reservation and you

will get the available operations.

(We are working on a right-click

option.)

― Clicking Check In will perform a fast

check-in. (If there is a balance on

the order, the user is taken to the

Cart.)

― If you need to charge POS while

checking in, click “Charge POS”

― If you need to view the details

before check-in, click “View Edit

Reservation”.

― ** Check outs will operate similarly


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HOW ABOUT DATE CHANGES AND TRANSFERS?

― To transfer sites, drag and drop a

reservation from one site to another.

― To change dates, shorten or extend the

length of the Reservation bar using your

mouse.

― Transfer and date change can be done at

the same time.

― When you are done, click “Confirm

Changes”.

― The Cart displays for processing the

order.

― If reservation details require changing,

you can access them from the Cart.


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HOW DO I WALK-IN A PERSON?

― Search for an existing customer.

― Clicking “Add New Customer”

lets you add a new customer.

― Edit icon beside the customer

LAST NAME lets you edit details

for an existing customer.


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― This is a simplified version of the

Reservation Details page.

― Complete the details.

― Square tabs represent different

segments of the order

information.

― Proceed to the Cart.


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― In the Order Summary, click Site View to

get back to the site view screen after

finishing the Order.


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MID-STAY TRANSFER

― You will notice a portion of the

reservation getting transferred.


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SWAP RESERVATION

― Take 2 swappable reservations — drag one

reservation to the other to start a Swap

workflow.

― Click Confirm Swap to proceed to the Cart and

complete the action.


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RESERVATION + SITE SEARCH

― Try to do a combination search

for a reservation and a site.

― This will allow you to get site 001

and site 200 into a single view

and move a reservation from

one site to the other.

― (This is a search with an OR

operator between the

reservation search and the site

search.)


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WHAT IS A WORK LIST― Work List is a temporary location

where you can accumulate selected

inventory portions or reservations.

― Example:

⁃ You may be reserving 2 sites at the

same time.

⁃ You may be doing a Split

Reservation.

⁃ You may be keeping a reservation in

order to move to another site not

showing on the current page.

― The actions available to you may

vary based on added items.

― Try it!

― **Inventory will only be held when the action is

selected on the Work List.


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SITE CLOSURE

― Select a range on the grid and

click Mark as Closed to start a

closure.


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SITE CLOSURE

― You will have the option to create

a new closure or add the site to an

existing closure.


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CHARGE POS

― Select items from the POS list.

― Explore the selected item list.

― Attributes for POS will be collected

in the selected tab.

― ** POS items with parent/child

relationship are not supported. Boat

launch permits are not supported.


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ORDER DETAILS

― Take an existing reservation and

view the Reservation Details.

― Use the expand option to expand

the details.


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ORDER DETAILS

― Explore the other actions available

through the Reservation Details

page.

― Note: there is a another way to

charge POS.


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OTHER ACTIONS

― Check out the other order actions

available for a reservation.


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NON SITE SPECIFICS― Site View provides basic

functionality for NSS sites.

― Always displays the children.

― Click the Search icon to get the

due to check-in reservation list

and add them to a child site to

check-in.

― For each parent site, the available

sites for walk-in are shown.

― Start dragging the grid to start a

walk-in.

― To make an advanced reservation,

selects dates on any child site and

start a reservation. Note: No

matter which child was used, the

parent site will be reserved in this

case.


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NON SITE SPECIFICS

― Date changes are allowed conditionally when checking in.

― When doing an early check-in, the arrival date can be changed to the current

date to Check the reservation starting from today.

― Once occupied, the reservations work similar to site specifics.


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THANK YOU

Let us know your likes and dislikes about the new feature.

Field Manager – Site view

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