1. Lab & Equipment Booking
  2. Implementation
Reference

How a Lab & Equipment Booking rollout works

Pilot the equipment schedule with linked use and service records.

  1. Set the equipment scope

    Choose the first location, assets and people. Verify tags, serial numbers and active service states.

  2. Rehearse booking

    Enter a request, inspect conflicts and approve the intended interval.

  3. Record actual use

    Link a session and any readings to the booking; compare planned and actual time.

  4. Rehearse service

    Assign a work order, inspect permits and qualifications, then capture outcome and next due date.

  5. Review charges

    Agree the pricing rule and move a sample charge through review and invoicing.

What the customer provides

Provide the equipment register, people who request and service equipment, booking rules, permit policy, qualification evidence and charge policy. Assign a decision owner for each approval. Choose sample cases that include a conflict and an unavailable asset.

Changing it afterwards

Update the operating policy with the people who use the records. Recheck any saved view, report or connected system that depends on a changed field or status. Preserve the earlier case when correcting a booking, charge or service outcome.

Set up Lab & Equipment Booking your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started