U se r ’ s G u i d e RMS Resource Management Suite 3.
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Table of Contents ClassroomManager ........................................................... 1 ClassroomManager Scheduling Page..................................... 1 View Schedule Page ............................................................... 1 Day View Page........................................................................ 1 Opening Day view ...................................................................... 2 Week View Page.................................................................
Create New Notification Page ................................................... 15 Creating new User Notifications................................................ 17 Sign Out Page....................................................................... 17 Signing Out of RMS .................................................................. 17 ExhibitManager................................................................. 19 ExhibitManager Scheduling Page .........................................
User Notifications Page......................................................... 33 Create New Notification Page .................................................. 33 Creating new User Notifications ............................................... 35 Sign Out Page....................................................................... 35 Signing Out of RMS .................................................................. 35 HomeManager ..................................................................
Setting User Notification Time Span ......................................... 50 User Notifications Page......................................................... 51 Create New Notification Page ................................................... 51 Creating new User Notifications................................................ 53 Sign Out Page....................................................................... 53 Signing Out of RMS ..................................................................
Changing your User Password ................................................. 68 Setting User Notification Time Span......................................... 68 User Notifications Page......................................................... 69 Create New Notification Page .................................................. 69 Creating new User Notifications ............................................... 71 Sign Out Page.......................................................................
Editing your User Profile ........................................................... 86 Changing your User Password ................................................. 86 Setting User Notification Time Span ......................................... 86 User Notifications Page......................................................... 87 Create New Notification Page ................................................... 87 Creating new User Notifications................................................
User Profile Page ................................................................ 103 Editing your User Profile ......................................................... 104 Changing your User Password ............................................... 104 Setting User Notification Time Span....................................... 104 User Notifications Page....................................................... 105 Create New Notification Page ................................................
Setting scheduling view hours................................................. 120 User Profile Page ................................................................ 121 Editing your User Profile ......................................................... 122 Changing your User Password ............................................... 122 Setting User Notification Time Span ....................................... 122 User Notifications Page.......................................................
ClassroomManager ClassroomManager ClassroomManager Scheduling Page The ClassroomManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedul,e and access to the PDF version of the User’s Guide. View Schedule Page The ClassroomManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all sessions for the selected classroom on a particular date.
ClassroomManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 1. 2. You can change classrooms by selecting them from the drop down menu, Select a classroom. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is a session for that classroom you will see the Classroom Details. 5.
ClassroomManager Week View Page The Week view lists all sessions for the selected classroom for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 1. Week View Select a classroom A drop down list for all classrooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
ClassroomManager 6. Double click the session to edit. Month View Page The Month view lists all sessions for the selected classroom for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 1. Month View Select a classroom A drop down list for all classrooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
ClassroomManager Add Session Page The Add Session page allows you to create and schedule your own event. ClassroomManager will allocate the classroom for the designated time, execute any predefined Control Functions if available, and provide welcome text to your participants. Add Session Classroom A drop down list of classrooms available for scheduling within the RMS application. Search allows you to find a classroom base on your needs. See the Classroom Search Page section on page 8.
ClassroomManager Add Session (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
ClassroomManager Creating a Session 1. Select Add Session in the menu on the left side of the RMS application. This launches the Add Session Page section on page 5. 2. In the drop down menu, Classroom, select the classroom that will host the session or search for a classroom by clicking Search (See Conducting a classroom search section on page 9). 3. Type a Subject for the session in the space provided. 4. Type a Message providing more information about the session in the larger text field. 5.
ClassroomManager Classroom Search Page The Classroom Search page allows you to search for a specific classroom or find one based on your session needs. Classroom Search Classroom Name The name of the classroom. Location The location of the classroom Number of Seats Needed This is the number of seats for the classroom. Prestige Level Select the level from the drop down list. This is the prestige level for the classroom. Equipment Needed This is the equipment listed for any classroom.
ClassroomManager Classroom Search Results Page Based on the criteria used in the Classroom Search Page section on page 8, choose the classroom to use from the list displayed on this page. Classroom Search Results Classroom The name of the classroom. Location The location of the classroom Prestige Level Select the level from the drop down list. This is the prestige level for the classroom. Num of Seats Needed This is the number of seats for the classroom.
ClassroomManager 10 RMS User’s Guide
ClassroomManager User Page ClassroomManager User Page Sign in Page The Sign in page is the access page for ClassroomManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
ClassroomManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of ClassroomManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 11. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting.
ClassroomManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into ClassroomManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into ClassroomManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
ClassroomManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 13. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 13. 2.
ClassroomManager User Page will not be able to edit it. This can only be changed by a user administrator via the Manage Notifications Page section on page 92 of the Administrator’s Guide. User Notifications Group Name The name of the group or groups receiving the selected notification. Classroom Name The name of the classroom being monitored for the notification. Status Type The type of status monitored for the notification. User The username receiving the notification. Email User’s email address.
ClassroomManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
ClassroomManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
ClassroomManager User Page 18 RMS User’s Guide
ExhibitManager ExhibitManager ExhibitManager Scheduling Page The ExhibitManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The ExhibitManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all events for the selected exhibit on a particular date.
ExhibitManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 19. 2. You can change exhibits by selecting them from the drop down menu, Select an exhibit. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is an event for that exhibit you will see the Exhibit Details. 5.
ExhibitManager Week View Page The Week view lists all events for the selected exhibit for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 19. Week View Select an exhibit A drop down list for all exhibits available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Events with a "lock" icon indicate that you do not have the proper permissions to access that event.
ExhibitManager Month View Page The Month view lists all events for the selected exhibit for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 19. Month View Select an exhibit A drop down list for all exhibits available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
ExhibitManager Add Event Page The Add Event page allows you to create and schedule your own event. ExhibitManager will allocate the exhibit for the designated time, execute any predefined Control Functions if available, and provide welcome text to your visitors. Add Event Exhibit A drop down list of exhibits available for scheduling within the RMS application. Search allows you to find an exhibit base on your needs. See the Exhibit Search Page section on page 26.
ExhibitManager Add Event (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
ExhibitManager Creating an Event 1. Select Add Event in the menu on the left side of the RMS application. This launches the Add Event Page section on page 23. 2. In the drop down menu, Exhibit, select the exhibit that will host the event or search for an exhibit by clicking Search (See Conducting an exhibit search section on page 27). 3. Type a Subject for the event in the space provided. 4. Type a Message providing more information about the event in the larger text field. 5.
ExhibitManager Exhibit Search Page The Exhibit Search page allows you to search for a specific exhibit or find one based on your event needs. Exhibit Search Exhibit Name The name of the exhibit. Location The location of the exhibit Number of Seats Needed This is the number of seats for the exhibit. Prestige Level Select the level from the drop down list. This is the prestige level for the exhibit. Equipment Needed This is the equipment listed for any exhibit.
ExhibitManager Conducting an exhibit search 1. Select Add Event in the menu on the left side of the RMS application. This launches the Add Event Page section on page 23. 2. Click the link Search to launch the Exhibit Search Page section on page 26. 3. Enter the exhibit criteria in the spaces provided. 4. Click Search. 5. Find an exhibit that fits your needs and allocate it to your event by clicking Select. Help This link launches the User’s Guide.
ExhibitManager 28 RMS User’s Guide
ExhibitManager User Page ExhibitManager User Page Sign in Page The Sign in page is the access page for ExhibitManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
ExhibitManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of ExhibitManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 29. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting.
ExhibitManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into ExhibitManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into ExhibitManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
ExhibitManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 31. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 31. 2.
ExhibitManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
ExhibitManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
ExhibitManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
ExhibitManager User Page 36 RMS User’s Guide
HomeManager HomeManager HomeManager Scheduling Page The HomeManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The HomeManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all activitys for the selected residence on a particular date.
HomeManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 37. 2. You can change residences by selecting them from the drop down menu, Select a residence. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is an activity for that residence you will see the Residence Details. 5.
HomeManager Week View Page The Week view lists all activitys for the selected residence for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 37. Week View Select a residence A drop down list for all residences available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
HomeManager 6. Double click the activity to edit. Month View Page The Month view lists all activitys for the selected residence for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 37. Month View Select a residence A drop down list for all residences available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
HomeManager Add Activity Page The Add Activity page allows you to create and schedule your own event. HomeManager will allocate the residence for the designated time, execute any predefined Control Functions if available, and provide welcome text to your guests. Add Activity Residence A drop down list of residences available for scheduling within the RMS application. Search allows you to find a residence base on your needs. See the Residence Search Page section on page 44.
HomeManager Add Activity (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
HomeManager Creating an Activity 1. Select Add Activity in the menu on the left side of the RMS application. This launches the Add Activity Page section on page 41. 2. In the drop down menu, Residence, select the residence that will host the activity or search for a residence by clicking Search (See Conducting a residence search section on page 45). 3. Type a Subject for the activity in the space provided. 4. Type a Message providing more information about the activity in the larger text field. 5.
HomeManager Residence Search Page The Residence Search page allows you to search for a specific residence or find one based on your activity needs. Residence Search Residence Name The name of the residence. Location The location of the residence Number of Seats Needed This is the number of seats for the residence. Prestige Level Select the level from the drop down list. This is the prestige level for the residence. Equipment Needed This is the equipment listed for any residence.
HomeManager Residence Search Results Page Based on the criteria used in the Residence Search Page section on page 44, choose the residence to use from the list displayed on this page. Residence Search Results Residence The name of the residence. Location The location of the residence Prestige Level Select the level from the drop down list. This is the prestige level for the residence. Num of Seats Needed This is the number of seats for the residence.
HomeManager 46 RMS User’s Guide
HomeManager User Page HomeManager User Page Sign in Page The Sign in page is the access page for HomeManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
HomeManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of HomeManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 47. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting. Setting the home page 1.
HomeManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into HomeManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into HomeManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
HomeManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 49. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 49. 2.
HomeManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
HomeManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
HomeManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
HomeManager User Page 54 RMS User’s Guide
IntelligentManager IntelligentManager IntelligentManager Scheduling Page The IntelligentManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The IntelligentManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all meetings for the selected room on a particular date.
IntelligentManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 55. 2. You can change rooms by selecting them from the drop down menu, Select a room. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is a meeting for that room you will see the Room Details. 5.
IntelligentManager Week View Page The Week view lists all meetings for the selected room for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 55. Week View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Meetings with a "lock" icon indicate that you do not have the proper permissions to access that meeting.
IntelligentManager Month View Page The Month view lists all meetings for the selected room for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 55. Month View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
IntelligentManager Add Meeting Page The Add Meeting page allows you to create and schedule your own event. IntelligentManager will allocate the room for the designated time, execute any predefined Control Functions if available, and provide welcome text to your attendees. Add Meeting Room A drop down list of rooms available for scheduling within the RMS application. Search allows you to find a room base on your needs. See the Room Search Page section on page 62.
IntelligentManager Add Meeting (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
IntelligentManager Creating a Meeting 1. Select Add Meeting in the menu on the left side of the RMS application. This launches the Add Meeting Page section on page 59. 2. In the drop down menu, Room, select the room that will host the meeting or search for a room by clicking Search (See Conducting a room search section on page 63). 3. Type a Subject for the meeting in the space provided. 4. Type a Message providing more information about the meeting in the larger text field. 5.
IntelligentManager Room Search Page The Room Search page allows you to search for a specific room or find one based on your meeting needs. Room Search Room Name The name of the room. Location The location of the room Number of Seats Needed This is the number of seats for the room. Prestige Level Select the level from the drop down list. This is the prestige level for the room. Equipment Needed This is the equipment listed for any room. All equipment items should be separated by a comma.
IntelligentManager Conducting a room search 1. Select Add Meeting in the menu on the left side of the RMS application. This launches the Add Meeting Page section on page 59. 2. Click the link Search to launch the Room Search Page section on page 62. 3. Enter the room criteria in the spaces provided. 4. Click Search. 5. Find a room that fits your needs and allocate it to your meeting by clicking Select. Help This link launches the User’s Guide.
IntelligentManager 64 RMS User’s Guide
IntelligentManager User Page IntelligentManager User Page Sign in Page The Sign in page is the access page for IntelligentManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
IntelligentManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of IntelligentManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 65. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting.
IntelligentManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into IntelligentManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into IntelligentManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
IntelligentManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 67. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 67. 2.
IntelligentManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
IntelligentManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
IntelligentManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
IntelligentManager User Page 72 RMS User’s Guide
MeetingManager MeetingManager MeetingManager Scheduling Page The MeetingManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The MeetingManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all appointments for the selected room on a particular date.
MeetingManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 73. 2. You can change rooms by selecting them from the drop down menu, Select a room. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is an appointment for that room you will see the Room Details. 5.
MeetingManager Week View Page The Week view lists all appointments for the selected room for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 73. Week View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
MeetingManager 6. Double click the appointment to edit. Month View Page The Month view lists all appointments for the selected room for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 73. Month View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
MeetingManager Add Appointment Page The Add Appointment page allows you to create and schedule your own event. MeetingManager will allocate the room for the designated time, execute any predefined Control Functions if available, and provide welcome text to your attendees. Add Appointment Room A drop down list of rooms available for scheduling within the RMS application. Search allows you to find a room base on your needs. See the Room Search Page section on page 80.
MeetingManager Add Appointment (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
MeetingManager Creating an Appointment 1. Select Add Appointment in the menu on the left side of the RMS application. This launches the Add Appointment Page section on page 77. 2. In the drop down menu, Room, select the room that will host the appointment or search for a room by clicking Search (See Conducting a room search section on page 81). 3. Type a Subject for the appointment in the space provided. 4. Type a Message providing more information about the appointment in the larger text field. 5.
MeetingManager Room Search Page The Room Search page allows you to search for a specific room or find one based on your appointment needs. Room Search Room Name The name of the room. Location The location of the room Number of Seats Needed This is the number of seats for the room. Prestige Level Select the level from the drop down list. This is the prestige level for the room. Equipment Needed This is the equipment listed for any room. All equipment items should be separated by a comma.
MeetingManager Conducting a room search 1. Select Add Appointment in the menu on the left side of the RMS application. This launches the Add Appointment Page section on page 77. 2. Click the link Search to launch the Room Search Page section on page 80. 3. Enter the room criteria in the spaces provided. 4. Click Search. 5. Find a room that fits your needs and allocate it to your appointment by clicking Select. Help This link launches the User’s Guide.
MeetingManager 82 RMS User’s Guide
MeetingManager User Page MeetingManager User Page Sign in Page The Sign in page is the access page for MeetingManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
MeetingManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of MeetingManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 83. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting.
MeetingManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into MeetingManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into MeetingManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
MeetingManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 85. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 85. 2.
MeetingManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
MeetingManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
MeetingManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
MeetingManager User Page 90 RMS User’s Guide
VenueManager VenueManager VenueManager Scheduling Page The VenueManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The VenueManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all events for the selected venue on a particular date.
VenueManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 91. 2. You can change venues by selecting them from the drop down menu, Select a venue. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is an event for that venue you will see the Venue Details. 5.
VenueManager Week View Page The Week view lists all events for the selected venue for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 91. Week View Select a venue A drop down list for all venues available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Events with a "lock" icon indicate that you do not have the proper permissions to access that event.
VenueManager Month View Page The Month view lists all events for the selected venue for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 91. Month View Select a venue A drop down list for all venues available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Events with a "lock" icon indicate that you do not have the proper permissions to access that event.
VenueManager Add Event Page The Add Event page allows you to create and schedule your own event. VenueManager will allocate the venue for the designated time, execute any predefined Control Functions if available, and provide welcome text to your participants. Add Event Venue A drop down list of venues available for scheduling within the RMS application. Search allows you to find a venue base on your needs. See the Venue Search Page section on page 98.
VenueManager Add Event (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
VenueManager Creating an Event 1. Select Add Event in the menu on the left side of the RMS application. This launches the Add Event Page section on page 95. 2. In the drop down menu, Venue, select the venue that will host the event or search for a venue by clicking Search (See Conducting a venue search section on page 99). 3. Type a Subject for the event in the space provided. 4. Type a Message providing more information about the event in the larger text field. 5.
VenueManager Venue Search Page The Venue Search page allows you to search for a specific venue or find one based on your event needs. Venue Search Venue Name The name of the venue. Location The location of the venue Number of Seats Needed This is the number of seats for the venue. Prestige Level Select the level from the drop down list. This is the prestige level for the venue. Equipment Needed This is the equipment listed for any venue. All equipment items should be separated by a comma.
VenueManager Conducting a venue search 1. Select Add Event in the menu on the left side of the RMS application. This launches the Add Event Page section on page 95. 2. Click the link Search to launch the Venue Search Page section on page 98. 3. Enter the venue criteria in the spaces provided. 4. Click Search. 5. Find a venue that fits your needs and allocate it to your event by clicking Select. Help This link launches the User’s Guide.
VenueManager 100 RMS User’s Guide
VenueManager User Page VenueManager User Page Sign in Page The Sign in page is the access page for VenueManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
VenueManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of VenueManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 101. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting. Setting the home page 1.
VenueManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into VenueManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into VenueManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
VenueManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 103. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 103. 2.
VenueManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
VenueManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
VenueManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
VenueManager User Page 108 RMS User’s Guide
WorshipManager WorshipManager WorshipManager Scheduling Page The WorshipManager Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. View Schedule Page The WorshipManager Scheduling page provides links to viewing the schedule in either Day, Week or Month view. Day View Page The Day view lists all sessions for the selected room on a particular date.
WorshipManager Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 109. 2. You can change rooms by selecting them from the drop down menu, Select a room. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is a session for that room you will see the Room Details. 5.
WorshipManager Week View Page The Week view lists all sessions for the selected room for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 109. Week View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Sessions with a "lock" icon indicate that you do not have the proper permissions to access that session.
WorshipManager Month View Page The Month view lists all sessions for the selected room for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 109. Month View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking. Sessions with a "lock" icon indicate that you do not have the proper permissions to access that session.
WorshipManager Add Session Page The Add Session page allows you to create and schedule your own event. WorshipManager will allocate the room for the designated time, execute any predefined Control Functions if available, and provide welcome text to your participants. Add Session Room A drop down list of rooms available for scheduling within the RMS application. Search allows you to find a room base on your needs. See the Room Search Page section on page 116.
WorshipManager Add Session (Cont.) Monthly Makes the recurring scheduled meeting a monthly pattern. • Day __ of every __ month(s) - the drop down menus allow you to set what day of the month the recurring meeting executes and how many months between each occurrence. • The __ __ of every __ month(s) - this setting allows you to pick either the first, second, third, fourth, or last day of each week, and the number of months between each occurrence.
WorshipManager Creating a Session 1. Select Add Session in the menu on the left side of the RMS application. This launches the Add Session Page section on page 113. 2. In the drop down menu, Room, select the room that will host the session or search for a room by clicking Search (See Conducting a room search section on page 117). 3. Type a Subject for the session in the space provided. 4. Type a Message providing more information about the session in the larger text field. 5.
WorshipManager Room Search Page The Room Search page allows you to search for a specific room or find one based on your session needs. Room Search Room Name The name of the room. Location The location of the room Number of Seats Needed This is the number of seats for the room. Prestige Level Select the level from the drop down list. This is the prestige level for the room. Equipment Needed This is the equipment listed for any room. All equipment items should be separated by a comma.
WorshipManager Conducting a room search 1. Select Add Session in the menu on the left side of the RMS application. This launches the Add Session Page section on page 113. 2. Click the link Search to launch the Room Search Page section on page 116. 3. Enter the room criteria in the spaces provided. 4. Click Search. 5. Find a room that fits your needs and allocate it to your session by clicking Select. Help This link launches the User’s Guide.
WorshipManager 118 RMS User’s Guide
WorshipManager User Page WorshipManager User Page Sign in Page The Sign in page is the access page for WorshipManager. Username and Password are unique to each user. Remember Me will store an authentication cookie on the user's computer and will automatically re-logon to the RMS web pages if a new browser session is opened. This authentication cookie does have a time limit and will expire based on a configured expiry time.
WorshipManager User Page Preferences (Cont.) Scheduling View Hours: A drop down list for the number of hours displayed in the scheduling view of WorshipManager. Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 119. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting.
WorshipManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into WorshipManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into WorshipManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
WorshipManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 121. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 121. 2.
WorshipManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it.
WorshipManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
WorshipManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
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