Matrix Features

From the Role Center's Actions menu as well as from the Reservation Card's or Reservation List's Home menu, you can click the Matrix action to view availability based on resources.

By default, the matrix displays all resources in the selected location. You can, however, create matrix templates for default matrix views, or set filters on the Matrix page itself.

The tables below list the functions that are available in the matrix:

Action Description
Clicking on an activity cell Refreshes the FactBox view to show the selected activity.
Clicking on an empty cell Opens a list of activities that the resource can perform and starts the process of creating a new activity.

The View FastTab

Field Description
Resource Group Filters the view based on the assigned resource group filter.
Interval Selects the interval for the matrix. No interval type shows day view.
Time From Set the starting time of the matrix view.
Time To Set the ending time of the matrix view.

Actions on the Home menu

Action Description
Select Template Here you select view settings based on preset template settings.
Attribute Search Here you select resource filtering based on preset attribute filters.
Set Date Select a date from the calendar to view availability on that date.
Prev Date Change the view to previous date.
Next Date Change the view to next date.
Open Reservation Open the currently active reservation card.
Open Activity Open the currently active activity card.

Note:  You can set up and define templates with the resource group filtering, which you can then manually select in the matrix view, or you can set the templates to automatically be default views according to reservation type or activity type settings.