1: Restrict Equipment Access with Training [Beginner]
The Scenario: You manage a facility with high-end, sensitive instruments like a Mass Spectrometer. You know how easily these can be damaged—or how dangerous they can be—if someone isn't properly trained. Compliance is also critical; you need to prove to safety officers that only certified personnel are accessing these systems. This setup helps you automate that peace of mind by linking instrument access directly to verified user training credentials, ensuring the equipment stays safe and compliant.
QReserve Subscription: Standard
- Implementation Steps:
- Navigate to
Users → Credentialsand create a new credential (e.g., "Instrument X Certified"). - If your credential expires, define expiration parameters such as a 1-year auto-expiry for mandatory annual recertification. Otherwise leave it set to never expire.
- Apply the requirement by navigating to
Resources → [Instrument Name] → Reservations → Credentials. - Add the Required Credential to the resource profile. Alternatively, you may include the credential requirement in your resource CSV for bulk updates.
- Finally, assign the credential to users under
Users → [User Name] → Identifiers and Records → Credentialsto grant them access to the restricted resource.
- Navigate to
📖 Learn more about Credentials
📖 Learn more about Credential Requirements
🎬 [ ▶ Watch Setup Video Guide ]: