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How to Use Equipment Scheduling in SciNote

Equipment Scheduling is a powerful way to manage your lab inventory — allowing you to view, book, and track usage of equipment, reagents, reference materials, and samples directly within SciNote. With a shared scheduling calendar, your entire team always knows what's in use, what's available, and what's coming up. 

 

Equipment Scheduling is available on Professional and Platinum plans. Teams on the other plans can try it with a free trial.

 1. Navigating the Equipment Scheduling Calendar

The Equipment Scheduling calendar is accessible from the main menu under the locations icon.

Main menu

It provides three views to suit how you plan your work:

  • Daily view — see all bookings for a single day
  • Weekly view — get an overview of bookings across the current week
  • Monthly view — plan ahead with a high-level view of the full month

Use the view toggles at the top of the calendar to switch between these views.

Calendar viwes

 2. Creating a Booking Event 

Each booking event on the calendar captures the following information:

  • Title — a short descriptive name for the booking
  • Event type — one of: Usage, Calibration, Maintenance, or Other
  • Assigned team members — the people responsible for or involved in the booking
  • Date and time range — the precise start and end time of the booking

You can create a booking event in three ways:

2a. From the Equipment Scheduling calendar

  1. Navigate to the Equipment section in the main menu.
  2. Click on the +New event blue button on the calendar menu.
  3. Fill in the booking details (title, event type, team members, date/time range).
  4. Click Create Event to confirm the booking.
Create event

2b. From an inventory item's action toolbar
  1. Navigate to the Inventory and locate the item you wish to book.
  2. Select it and the toolbar will appear at the bottom.
  3. Select the Create Event option.
  4. Fill in the booking details and click Create Event.
Create from inv

3c. From the Schedule section on an item card

  1. Open an inventory item's card (accessible from the inventory list, from a task where the item is assigned, or via a # hashtag link in any rich text field).
  2. Scroll to the Schedule section on the item card.
  3. Click Create Event  and fill in the required details.
  4. Click Create Event.
Schedule from item card

Equipment Scheduling follows the same access and permission settings as the underlying inventory. 

To learn more about inventory permissions, see How to Manage Inventory Access and Permissions in SciNote.

If you have any additional questions, contact us at support@scinote.net. For more information about the Premium plans, please request a quote.