Category: Development

Visually Book From A Floor Plan or Map

Ever since the first version of our MIDAS room booking software, users choose spaces they wish to book from a “list” of available rooms.

Starting with MIDAS v4.31, we’re excited to now offer an alternative – the ability to book spaces by simply selecting them on a graphical floor plan, map, or schematic of your facilities.

Setting up floor plans / maps in MIDAS

Administrators can choose whether MIDAS shows a “list” of venues to users, or allows the selecting of venues from a visual floor plan or map. This is done though a setting which may be accessed via MIDAS Admin Options → Manage MIDAS → Bookings → Floorplans / Maps.

Assign venues to groups

To be able to use floor plans or maps in MIDAS, you’ll first need to assign your venues (rooms / bookable spaces) to venue groups. Each venue group can have a floor plan or map associated with it.

For example, if your building has two floors, you could have a dedicated floor plan / map for each floor. In order to do this, you’ll need to assign all your first floor rooms to one venue group, and all your second floor rooms to another venue group.

Here’s a quick tutorial on how to assign venues to groups:

Upload a floor plan / map

Once you’ve “grouped” your bookable spaces, you can then upload an image of a floor plan, map, or schematic in which those bookable spaces appear.

You can do this via MIDAS Admin Options → Manage Venues → Groups.

Select the venue group you wish to upload an image for. Next, click the “Map” button to open the Map Editor.

In the Map Editor, click the “Upload New Map” button to select an image from your device to upload.

Upload a new floor plan, map, or schematic in MIDAS
Upload a new floor plan, map, or schematic in MIDAS

Your upload should be a PNG image file with dimensions of at least 200 x 200 pixels.

Define areas on your floor plan / map

Once you’ve uploaded your map, you’ll then need to tell MIDAS the position of each of your bookable spaces on that image.

To do that, select the “+” icon alongside one of the bookable spaces in the group from the right side of the Map Editor.

The “Shape Tool” selector will then open. This allows you to select whether you wish to define a rectangle, polygon, or circle area on your floor plan / map for the space you’ve selected.

The Floor Plan / Map Editor in MIDAS
The Floor Plan / Map Editor in MIDAS

Accommodating Rooms of all Shapes and Sizes

For square or rectangular rooms, select “Rectangle“, then:

  • Click on one corner of the room on your floor plan / map (i.e. the upper left corner of the room)
  • Click on the opposite corner of the room on your floor plan / map. (i.e. the lower right corner of the room)

For irregular shaped rooms, select “Polygon“, then:

  • Click on each point in room on your floor plan / map where the perimeter walls change direction.
  • Once you’ve done this around the room’s entire perimeter, click “Done”.

For circular rooms, select “Circle“, then:

  • Click on the center of the room on your floor plan / map.
  • Click on a point on the perimeter of the room on your floor plan / map.

Once you’ve defined an area on your floor plan / map, a “tick” icon will be shown next to the name of the bookable space in the venue list.

If you make a mistake, you can easily clear an area by tapping the tick icon next to the name of the venue. The icon will change to a cross, and tapping this will remove that area from the map. You’ll then be able to recreate a new area.

Once you’ve defined areas on your map for each of your venues, click “Save Map” to save changes.

What end-users see

When a user clicks the “Add Bookings” icon in their MIDAS toolbar, they’ll see the floor plans / maps you’ve created for each of the venue groups the user has been granted permission to access. These are shown instead of the usual “list” of venues to choose from.

Visually selecting venues from a floor plan on the Add Bookings screen
Visually selecting venues from a floor plan on the Add Bookings screen

Selecting a venue is then as simple as clicking on it on the floor plan. Each selected space will be highlighted in green on the floor plan. Multiple spaces may also be selected concurrently on each floor plan.

A larger floor plan may also be opened by clicking on the name of the venue group. This bigger floor plan makes it easier to select rooms on larger layouts:

Users can click to zoom a floor plan for a larger version from which venues can be selected
Users can click to “zoom” a floor plan for a larger version from which venues can be selected

The remainder of the booking process is exactly the same as before. The user enters the required information about their booking. Next, MIDAS checks that the dates, times, and venues they want are available and if so, the user places their booking.

Video Tutorial

Applications

The new floor plan / map feature a great way for users to see the location of the rooms they’re booking. It also have has other applications as well…

Take for example a computer room, where students can book an individual workstation.

Before the floor plan / map feature, each workstation in MIDAS may have been listed with a number. For example “Workstation 1”, “Workstation 2”, “Workstation 3”, etc.

This provided no real indication to students as to the particular location of their selected workstation within the computer room.

By uploading a defining a floor plan of your computer room, students will be able to select their desired workstation by simply clicking upon its location on the floor plan.


Limit the number of bookings a user can make for any given period
Limit the number of bookings a user can make for any given period

For MIDAS v4.30 we’ve improved the range of options available for the “Maximum bookings allowed” setting.

This is a per-user setting enabling administrators to restrict the number of bookings individual users can make for a given period.

This setting itself isn’t new – it was first introduced in v4.11. However, this setting initially only allowed an administrator to set a maximum number of bookings each user could add to any individual date.

For v4.15, the setting was expanded to include an alternative “Per Week” option. This allowed restrictions to be placed on the maximum number of bookings a user could add to any given week.

With MIDAS v4.30, we’ve now added a further two options to this setting – Month and Year.

These new additional options give administrators even greater control over bookings. Users can now be limited to a maximum number of bookings for any date, week, calendar month, or calendar year.


Two New Invoice Tools

For MIDAS v4.30 we’ve added a couple of new “Database Tools” to our software.

The “Database Tools” in MIDAS allow administrators to perform operations on the software’s database.

For example an administrator could “merge” similar client records “merge” bookings from two or more venues into a single venue, remove inactive clients or users, and more.

The two new Database Tools we’ve added for v4.30 are…

“Unfinalize” Invoices

To understand what the “Unfinalize Invoice” tool does, we first need to understand what a “Finalized” invoice is.

In MIDAS, whenever a new invoice is generated (or manually created), it’s contents may be freely edited up until the time when the invoice is either first printed or emailed to the client.

Once an invoice has been either printed or emailed to the client, MIDAS assumes that the invoice has been “Finalized”. It then protects the contents of the invoice from further editing (other than updating its status/paid amount).

This is done to ensure that the invoice that has been printed/emailed matches the invoice stored in the system.

Without this protection, it would be possible for an invoice to be printed/emailed and sent to the client, and then for a user to change the items, quantitates, or charges on it. If this were to be allowed, the invoice the client received would then be different to the invoice held in the system.

So to prevent this, MIDAS “Finalizes” (locks) invoices once they are first printed/emailed.

Now, there may be some rare circumstances where you need to modify the contents of an existing invoice instead of issuing a new invoice or a credit note.

To that end, we’ve now included an “Unfinalize Invoice” tool.

We don’t encourage the regular use of this tool, for the reasons outlined above. But in exceptional circumstances, this will allow an administrator to remove the “Invoice Date” from a previously “Finalized” invoice. Once the invoice date has been removed, MIDAS will allow the invoice’s contents to be fully editable again.

Remove Obsolete Invoices

Similar to the “Remove Obsolete Bookings” tool (which allows removal of ancient bookings from the system), the “Remove Obsolete Invoices” tool does something very similar, but for invoices.

By default, MIDAS retains invoices indefinitely. Many organization’s financial reporting procedures require that they keep records for a number of years.

But if you’ve been using MIDAS for many years, do you really need to retain invoices that were paid over a decade ago!? Probably not! – That’s where the “Remove Obsolete Invoices” tool comes in.

You can select a point in the past of between 6 months – 10 years. Invoices which were paid in full before this point in time will then be deleted from the database.

For example, selecting the “5 years ago” option would remove all invoices that were paid in full at any time before today’s date 5 years ago.

Removing obsolete invoices – and indeed bookings – using these tools are a great way of keeping your database running efficiently.


The “Booking Request” features of MIDAS, allow people to check venue availability and submit booking “request” for your rooms.

By default, all booking “requests” must then be approved by a venue’s administrator (manager) before becoming a “confirmed” booking.

Back in MIDAS v4.27, we introduced an option to allow booking requests received from certain email addresses/domains to be “Auto-Approved“.

“Auto-Approved” booking requests do not require a manager’s authorization. As soon as the request is received, it’s automatically approved by MIDAS – just as if the user had made a regular “confirmed” booking.

For v4.30 we’ve extended the “Auto-Approve” options for booking requests. You can now alternatively have requests automatically approved based upon the “type” of booking request that has been made.

Auto-Approve Booking Requests Based Upon Their Type
Auto-Approve Booking Requests Based Upon Their Type

With this option enabled, booking requests that have had a matching booking type selected at time of requesting will be automatically approved.

All other booking requests will still require a venue manager’s approved as before.

So for example, you could configure this option so that all “internal” booking requests are automatically approved, where as all others require approval.