User Guide

Facility Manager:

Setup Facility Details

To make a Facility available for online scheduling, Facility Manager shall complete the “Setup Facility Details” process which includes a series of steps depending on your facility configuration requirements. The “Set-up Facility Details” tool allows the Facility Management Staff to manage and set up facility properties. This is further described below in the steps associated with Set-up Facility Details Tool Tab. Click the “Set-up Facility Details” Tool tab from the Tools menu and “Set-up Facility Details” page shows with all properties options.

After you succeed to login to the Facility Mangement System using the account that C3Tech has authorized to you, click on "Set-up Facility Details" tab. If you forget your account information, please send your request to support@theC3Tech.com.

Setup Facilities

Click the Buildings link from “Set-up Facility Details” page, “Set-up Facility Details: Buildings” shows with the current active building list with “New Building”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each building entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Building” button, manager may type the building name and address/location description and select the facility unit from the drop-down.
- Click “Add/Update” button, to save the new building and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the building description field value for selected entry.
- Click “Add/Update” button, to save the new building description field value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected building entry and back to step 1 without deleted building entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Facility Details: Usage Agreements shows with the current active usage agreements list with “New Usage Agreement”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each usage agreement entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Usage Agreement” button, manager may type the usage agreement name and description and select the facility unit from the drop-down.
- Click “Add/Update” button, to save the new usage agreement and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the usage agreement field value for selected entry.
- Click “Add/Update” button, to save the new usage agreement field value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected usage agreement entry and back to step 1 without deleted usage agreement entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Click the Cancellation Policies link from “Set-up Facility Details” page, “Set-up Facility Details: Cancellation Policies” shows with the current active cancellation policies list with “New Cancellation Policy”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each cancellation policy entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Cancellation Policy” button, manager may type the cancellation policy name and description and select the facility unit from the drop-down.
- Click “Add/Update” button, to save the new cancellation policy and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the policy field and other editable field value for selected entry.
- Click “Add/Update” button, to save the new policy field and other editable field value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected cancellation policy entry and back to step 1 without deleted cancellation policy entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
The payment options are FRS system level supported payment types that user may enable or disable them based on the facility types. Set-up Facility Details: Payment Types shows with the current payment options list with “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each payment option entry associated with an “Option” column with “Disable” or “Enable” buttons.
- Click “Disable” button on the option column, to disable the payment type for selected entry on the table and back to step 1 with new value on the table.
- Click “Enable” button on the option column, to enable the payment type for selected entry on the table and back to step 1 with new value on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Set-up Facilities Details: Rates shows with the current active rate list with “New Facility Rate”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each facility rate entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Facility Rate” button, manager may set the rate value (dollars/per hour) and select the rate type from the drop-down list and facility unit from the drop-down list.
- Click “Add/Update” button, to save the new facility rate and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the rate value (dollars/per hour) for selected entry.
- Click “Add/Update” button, to save the new facility rate value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected rate entry and back to step 1 without deleted rate entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
The membership accounts are for the chargeable facility to the facility manager defined facility user group for using the membership accounts to do the accounting process (current version only support UCR FAU account type). Click the Membership Accounts link from “Set-up Facility Details” page, “Set-up Facility Details: Membership Accounts” shows with the current active membership accounts list with “New Membership Account”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each membership account entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Membership Accounts” button, manager may type all required field with valid values and select the facility unit from the drop-down and select the account type from the drop-down.
- Click “Add/Update” button, to save the new membership account and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the membership account for editable field values for selected entry.
- Click “Add/Update” button, to save the new membership account for editable field values for selected entry and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected membership account entry and back to step 1 without deleted membership account entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Click the Equipment link from “Set-up Facility Details” page, “Set-up Facility Details: Equipments” shows with the current active equipment list with “New Facility Equipment”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each facility equipment entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “New Facility Equipment” button, manager may type the equipment name and description and select the facility unit from the drop-down.
- Click “Add/Update” button, to save the new facility equipment and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the equipment description field value for selected entry.
- Click “Add/Update” button, to save the new facility equipment description field value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected equipment entry and back to step 1 without deleted equipment entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Click the Type of Events link from “Set-up Facility Details” page, “Set-up Facility Details: Type of Events” shows with the current active type of events list with “New Facility Event”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each event entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Click “Disable” button in option column, manager may disable the event for selected entry.
- Click “Enable” button in option column, manager may enable the event for selected entry.
- Click “Cancel” button, back to “Set-up Facility Details” page.
The custom questions are facility specific properties, which should be set up aftermanager created the facility. Click the Custom Questions link from “Set-up Facility Details” page, “Set-up Facility Details: Custom Questions” shows with the all custom questions list with “New Custom Question”, “Cancel” and Facility drop-down buttons on the top of the table list. Each custom question entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Select facility from the Facility drop-down button and display the selected facility related questions only on the table.
- Click “New Custom Question” button, manager may type all required field with valid values and select the facility from the drop-down and select the type from the drop-down.
- Click “Add/Update” button, to save the new custom question and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the custom question for editable field values for selected entry.
- Click “Add/Update” button, to save the new custom question for editable field values for selected entry and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected custom question entry and back to step 1 without deleted custom question entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
The pictures are facility specific properties, which should be set up after manager created the facility. Click the Pictures link from “Set-up Facility Details” page, “Set-up Facility Details: Pictures” shows with the all pictures list with “New Picture”, “Cancel” and Facility drop-down buttons on the top of the table list. Each picture entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Select facility from the Facility drop-down button and display the selected facility related pictures only on the table.
- Click “New Picture” button, manager may select the facility from the drop-down and browse the picture from file upload dialog and type description with valid value.
- Click “Add/Update” button, to save the new picture and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the picture's description value for selected entry.
- Click “Add/Update” button, to save the new picture for editable field values for selected entry and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected picture entry and back to step 1 without deleted picture entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Click the Facility Group link from “Setup Facility Details” page, “Setup Facility Details: Facility Group” shows with the current active facility group list with “Add New Facility Group”, “Cancel” and Facility Unit drop-down buttons on the top of the table list. Each Facility Group entry associated with an “Option” column with “Edit” and “Delete” buttons.
- Select Facility Unit and click “Add New Facility Group” button, manager may type the Group name and other related required attributes or selections.
- Click “Add/Update” button, to save the new facility group and back to step 1 with new entry on the table.
- Click “Edit” button, manager may edit the facility group description field value for selected entry
- Click “Add/Update” button, to save the new facility group description field value and back to step 1 with new value on the table.
- Click “Delete” button, manager may delete the selected facility group entry (set to inactive) and back to step 1 without deleted facility group entry on the table.
- Click “Cancel” button, back to “Set-up Facility Details” page.
Click the Security Access Code link from “Set-up Facility Details” page in section “Unit-Specific”, “Set-up Facility Details: Security Access Code” shows with the current Security Code status for managed facilities, “Cancel” button on the top of the table. Each facility entry associated with an “Option” column with “Edit” button.
- Click “Edit” button in option column, manager may disable or enable the Security Code for selected entry.
- Click “Add/Update” button save the security code value and back to the previous page;
- Click “Cancel” button, back to “Set-up Facility Details” page.