In this tutorial, you’ll learn how to schedule spaces for meetings.
⚠️ ⚠️ READ FIRST ⚠️ ⚠️
- Students are not able to request space in the scheduling system per SPO policy. If students need PSOM space, they will need to go through a full time faculty/staff member (PSOM or HUP) within their department to request space via the EMS site (as below). Feel free to reach out to Juliette Brook for assistance with reserving rooms.
- You will first need to obtain a budget code from your PI to reserve a room.
- You cannot book rooms too far in advance. Note the dates for the queue release: April 15th (for June-August space requests), July 15th (for September-December space requests), and November 15th (for January-May space requests).
- New requests, updates, and changes must be made by 5pm two full business days before the booking date.
Step 1: Login to Scheduling & Event Services
Log in using your PennKey and click on CREATE A RESERVATION
Step 2: Request a room
Click on book now
next to Request a Room
.
Set the Date
, Start Time
, End Time
to the desired value in the Date & Time
tab. In this example, we are booking a room on Friday, Nov 22 2024. Use Locations
to select the building(s) you want to peruse, if applicable.
After setting the date and time, click Search
.
Rooms you can request will show up in the search with schedules shown in the bar chart. The dark-blue shaded slots indicate that the corresponding time periods have been booked and thus are not available.
Note that the extended whiskers on both sides of a time block represent the overhead setup/preparation time (+/- 15 min) that is alloted for a scheduled meeting. Therefore, time periods covered by the whiskers are also not available.
Step 3: Decide on a room
Find a room that fit your scheduling needs. In our case we find an availability at RCH B102A Seminar Room from 3:30pm to 4:30pm. Then click on the green plus sign next to the room that you want.
You will be prompted to provide the number of attendees and the setup type you would like. The boardroom style would be ideal if you have a relatively small group and expect lots of discussions to happen.
After you’ve filled out the number of attendees and the setup type, you will notice that the green plus sign next to your desired room disappears. Now scroll all the way to the top and click on Next Step
.
Step 4: Go through the reservation services
Unless directly requested, you wouldn’t need any caterer. So skip Penn-Approved Caterer Information
and fill out Event Description
with whatever is appropriate. You can also ignore Event Equipment
section, which describes the available equipments in the room that you’ve selected.
Unless absolutely necessary, please do not select anything under the MTP Equipment
section, as extra items or services might incur charges. Same goes for AV Rental Services
. For the billing information, you should already have the 26-digit Budget Code that you can directly paste into the blank field. If you do not yet have the code, reach out to Juliette Brook or Ted Satterthwaite.
After you’re done pasting the budget code, click on Next Step
.
Step 5: Fill out the reservation details
Fill out the required contact information fields and for additional information please refer to the screen grab below.
Step 6: Create the Reservation
Check the box next to I have read and agree to the terms and conditions
and click on the green button on the bottom right Create Reservation
. Once that’s done, you will soon receive a confirmation email that looks like below. It can take a ~couple business days for the pending request to be approved.