Documentation

Viewing History

The History page (accessible by selecting the History menu item in the sidebar) serves as a central registry to track your personal reservations, requests, approvals, events, credentials, financial documents, and messages across all QReserve sites where you hold membership.

Personal Calendar

You can view a personal calendar of all your reservations from your History page under the Calendar tab.

  • Navigation & Date Pickers: Use the navigation controls or click Jump to Date to select a specific date on the pop-up calendar picker.
  • View Modes: Toggle your layout using the buttons in the upper right:
    • Weekly Agenda: Lists bookings chronologically by day.
    • Daily Resource Grid: Displays a horizontal time grid mapping out resource availability.
    • Timeline Views: Displays linear time tracking by Day, Week, or Month.
    • Calendar Views: Displays traditional grid layouts by Day, Week, or Month.
  • Exporting Schedules: Click Export Calendar to sync your schedule externally.
  • Interactive Entries: Click any booking entry to open its summary. Here you can view status details, start times, and rate calculations, or choose to Edit, Duplicate, or Delete Reservation.

Reservation History

Select the Reservations tab in the History module to view your complete reservation history.

  • Managing Bookings: Selecting the calendar icon takes you directly to the resource's calendar page. Selecting anywhere on a reservation's row opens options to edit, duplicate, or delete the reservation. You can edit reservations into the future or the past unless editing restrictions have been configured on the resource.
  • Filtering Records: Click Show Filters in the top right corner to expand advanced search parameters. You can filter logs by Date, Project, Resource, Site, Status (Approved, Pending, Denied, Cancelled), or search specific phrases within Reservation Fields (Purpose, Note, Reservation ID) and Form Responses.

Request History

Select the Requests tab in the History module to view your complete requisition history for requitable resources, memberships, or specialized forms.

Managing Requests: 

  • Selecting anywhere on a request's row opens a detailed pop-up summary where you can review approver status and feedback comments, edit details, duplicate the entry, or delete the request entirely. You can also link financial quotes or assign requisitions directly to a project.

Event History

Select the Events tab in the History module to view your registration history for public and site-hosted events.

Managing Event Registrations: 

  • Selecting anywhere on an event's row opens a detailed summary displaying the host site, organizer, exact schedule, location, and event agenda. 
  • Select Modify or Cancel Registration to update your attendance, or select Notify if Cancelled or Ended Early to subscribe to automated schedule alerts.

Approval History

Select the Approvals tab to view the history and status of your approval workflows. Approvals are grouped into four sub-views: Undecided, Pending Decided, Approved, and Denied.

Select anywhere on an approval's row to review its details. You can see which approvers made the decision, review or edit associated comments, and manage the underlying reservation (Edit, Duplicate, or Delete) subject to resource editing restrictions.

Credentials & Training History

Select the Credentials tab to view your training records across all sites. You can verify which qualifications or training requirements you hold, check their current status, and track renewal requirements.

Additional History Tabs

  • Invoices & Quotes: Displays billing records, document numbers, creation dates, due dates, totals, and payment status badges (e.g., Overdue).
  • Messages: Archives system correspondence and notifications sent to your account