Complete a Reservation ​

In order to keep track of whether a reservation was carried out, every reservation stays open (uncompleted) until it is actively marked completed. There are three ways to complete a reservation:

  • Create checkout: Opens a new checkout with the reservation's information added, and a relation to the reservation. The reservation is automatically marked completed with a reference to the checkout once the checkout is saved.
  • Create event: Opens a new event with the reservation's information added, and a relation to the reservation. The event also inherits the reservation's classification where applicable. The reservation is automatically marked completed with a reference to the event once the event is saved.
  • Mark completed: Marks the reservation completed without any references.

By completing a reservation as a checkout or event, all relevant information from the reservation is automatically copied, and the two records stay linked.

Where to find the completion actions ​

  • On the reservation page: Open the reservation and click the More button in the header. The completion action that matches the reservation's classification is listed first, marked Default — for example, a usage reservation suggests Create checkout, while a maintenance reservation suggests Create event. All options remain available regardless of classification.
  • From the reservations list: Click the ⋮ menu on a row to reach the same Create checkout, Create event and Mark completed actions directly.

Planned vs actual ​

When a reservation has been completed as a checkout, the reservation page shows a Planned vs actual summary: how early or late the items were picked up and returned compared to the booked period, and whether the items taken match the items reserved.

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