Crestron Touch Screens withRoomView User manual

Crestron
TouchScreenswithRoomView®
SchedulingforCrestronFusion®
UserGuide

Crestron product development software is licensed to Crestron dealers and Crestron Service Providers (CSPs) under a limited non-exclusive,
non-transferable Software Development Tools License Agreement. Crestron product operating system software is licensed to Crestron dealers, CSPs, and
end-users under a separate End-User License Agreement. Both of these Agreements can be found on the Crestron website at
www.crestron.com/legal/software_license_agreement.
Product warranty can be found at www.crestron.com/warranty.
The specific patents that cover Crestron products are listed at patents.crestron.com.
Crestron, the Crestron logo, Crestron Fusion, and RoomView are either trademarks or registered trademarks of Crestron Electronics, Inc. in the United States
and/or other countries. Other trademarks, registered trademarks, and trade names may be used in this document to refer to either the entities claiming the
marks and names or their products. Crestron disclaims any proprietary interest in the marks and names of others. Crestron is not responsible for errors in
typography or photography.
This document was written by the Technical Publications department at Crestron.
©2014 Crestron Electronics, Inc.

Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Contents
Touch Screens with RoomView Scheduling for Crestron Fusion 1
Introduction ...............................................................................................................................1
Touch Screen Overview.............................................................................................................3
The Touch Screen........................................................................................................4
Setting a Secondary Language ....................................................................................6
Determining Current Room Status ..............................................................................7
The Room is Available................................................................................................8
The Room is Not Available.........................................................................................9
Start the Reservation..................................................................................................14
Organizer Check-in to the Reservation......................................................................15
End a Reservation Early............................................................................................15
Extend the Reservation..............................................................................................15
Emergency Alert......................................................................................................................16
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Touch Screens with RoomView
Scheduling for Crestron Fusion
Introduction
Crestron®touch screens with RoomView®scheduling work directly with the
Crestron Fusion®Enterprise Management Platform to provide powerful enterprise-
wide room scheduling solutions. Installed outside the entrance to every meeting
room, the touch screen provides an immediate view of each room’s availability with
the ability to look up the calendar for any room on the network and even book the
room right on the spot. The dual color interface and buttons give a clear indication of
a room’s status at a glance, lighting green when the room is available and red when it
is booked. The touch screen’s contoured shape ensures that even when mounted in a
narrow hallway the buttons remain clearly visible at a distance from either side.
Different touch screen models have different features. The amount of buttons varies
with different models. Some have a built-in proximity sensor, and others can have
occupancy sensors attached. For more information, consult the guide that came with
the touch screen. Guides are available at www.crestron.com/manuals.
For more information on the Crestron Fusion interface, refer to the Touch Screens
with RoomView Scheduling for Crestron Fusion Operations Guide (Doc. 7552) at
www.crestron.com/manuals.
For more information on Crestron Fusion, refer to the Crestron Fusion Getting
Started Guide (Doc. 7502) at www.crestron.com/manuals.
NOTE: This document references RoomView Scheduling software version 2.1 or
later.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
The following diagram shows the touch screen in a conference room application.
Touch Screen in a Conference Room Application
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Touch Screen Overview
The touch screen displays a Schedule View on-screen at all times for a quick
at-a-glance view of the reservations and availability of the room. This new schedule
view consists of a swipe-able list of items on the schedule. Typically the Schedule
View shows 48 hours of room schedule data starting from midnight of the current
day through midnight of the following day.
There are three possible types of items in the list:
•Available indicates a contiguous block of free time in the room’s schedule.
•Reserved indicates a scheduled use of the room on the calendar.
NOTE: The word “Reserved” ordinarily does not appear on the schedule
ribbon, unless the calendar entry or the room panel is private. Instead, the
item either contains the subject entered by the meeting organizer and the
organizer’s name or, if no information is entered, “Default Subject” and
“Default Organizer” are displayed on the reservation.
•More indicates the schedule may have additional items.
When an item on the schedule is an active item at the current time, it is highlighted
by a light blue border. A blue progress bar appears on the schedule timeline above it.
Typically, this item appears in the leftmost or default item position on the Schedule
View when approaching the touch screen. Depending on the particular model, certain
hard button operations on the touch screen refer to the active item, such as the +(or
MORE) hard button, which is equivalent to touching the Details soft button on the
pull-up toolbar; others reference the default item, such as the (or SELECT) hard
button.
The user may scroll through the Schedule View to review the items on the schedule.
Scrolling forward or backward can be accomplished by swiping right-to-left or
left-to-right or by pressing the down or up hard buttons, respectively. Selecting an
item can be accomplished by touching the item; pressing the (or SELECT) hard
button (if the touch screen has one) is the equivalent of tapping on the default item
currently displayed in the leftmost position.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
The Touch Screen
The touch screen is comprised of a combination of hard buttons and touch screen
controls. Together, these buttons and controls make it possible to view, reserve, and
manipulate schedule information for the current room as well as book other available
rooms. The following image shows a typical Schedule View.
Schedule View
NOTE: The information displayed on the user interface may vary depending on
settings.
Different touch screen models have different hardware button configurations. Refer
to the following tables for details on the hard button controls for different models.
Hard Button Controls (Example #1)
BUTTON FUNCTION
The today button moves the timeline to the current item.
The day back button moves the timeline backward one day.
The day forward button moves the timeline forward one day.
The time back button moves the timeline backward two items.
The time forward button moves the timeline forward two items.
The close/cancel button closes the current screen or cancels the current operation.
The more details button provides details on the current or active
reservation.
▲The up button moves the Schedule View back one item until the
beginning of the day is reached.
▼The down button moves the Schedule View forward one item until
the desired entry on the schedule is reached.
This button selects the current item and performs the default
action on the currently displayed item.
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Hard Button Controls (Example #2)
BUTTON FUNCTION
TODAY The TODAY button moves the timeline to the current item.
DAY ◄The day back button moves the timeline backward one day.
DAY ►The day forward button moves the timeline forward one day.
TIME ▲The time back button moves the timeline backward two items.
TIME ▼The time forward button moves the timeline forward two items.
CLOSE The CLOSE button closes the current screen or cancels the
current operation.
MORE The MORE button provides details on the current or active
reservation.
▲The up button moves the Schedule View back one item until the
beginning of the day is reached.
▼The down button moves the Schedule View forward one item until
the desired entry on the schedule is reached.
SELECT The SELECT button selects the current item and performs the
default action on the currently displayed item.
Hard Button Controls (Example #3)
BUTTON FUNCTION
The home or close button closes the current screen or cancels
the current operation.
►The forward button shifts list forward 12 hours.
◄The backward button shifts the list backward 12 hours.
▲The up button moves the selection left one space.
▼
The down button moves the selection right one space.
Hard Button Controls (Example #4)
BUTTON FUNCTION
The power or close button closes the current screen or cancels
the current operation.
The home button returns the Schedule View to the active item on
the list.
The bulb or select button selects the current item and performs
the default action on the currently displayed item.
▲The up button moves the Schedule View back one item until the
beginning of the day is reached.
▼The down button moves the Schedule View forward one item until
the desired entry on the schedule is reached.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
Setting a Secondary Language
A new function shows a language selection icon on the left side of the toolbar.
Touching this icon changes between a primary and a secondary language.
Use the following procedure to set an alternate language:
1. Use a web browser to access the Fusion setup pages and select the room.
2. Select the Custom Properties tab.
3. Enter the Secondary Language property as a text string.
Custom Properties Tab
In the example above, “fr” has been entered, to use French as the secondary
language. This appears as an option on the toolbar.
4. Touch Save & Close.
Toolbar Showing Optional Secondary Language
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Determining Current Room Status
The current room status is easily determined by noting the color of the hard buttons
and screen in the Schedule View. If they are green, the room is available. If they are
red, the room is reserved.
NOTE: If the room is equipped with an occupancy sensor and is occupied, the panel
indicates that the room is in use regardless of whether or not it has been reserved.* If
the display LEDs are off, the room may be offline and not communicating with
Crestron Fusion.
If the room is not currently reserved, a rectangle marked Available appears in the
upper left corner of the interface. This represents the block of time between the
current time and the next reservation. If the room is currently reserved, the item in
the upper left of the screen shows the subject of the reservation and its organizer if
this information has been entered.
To the right of the time slot in the upper left corner, the timeline displays subsequent
available or reserved time slots that can be swiped into view for scheduling or
viewing. The starting time is displayed above each time slot.
The lower left corner of the screen displays the status of the room, the current time,
the day of the week, the date, and the name of the room.
At the bottom of the screen, a toolbar can be pulled up to reveal soft buttons that
vary depending on the state of the room.
* If available in hardware (not all touch screen models have this feature).
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The Room is Available
If the room is available and can be reserved, touch the appropriate available time slot
showing the Reserve icon on the Schedule View to create an ad hoc reservation.
NOTE: If another reservation is scheduled that conflicts with this ad hoc item, a
double booking error is displayed and the ad hoc item is rejected.
1. Touch the available time slot to book the room. The Reserve screen is
displayed.
2. Set the meeting start time by using the single and double arrows on either
side of the date and time field to navigate to the desired time. The single
arrows increase or decrease the time in one minute increments, while the
double arrows increase or decrease the time in one hour increments.
3. Enter an organizer name and reservation subject in the appropriate fields.
This information is shown for the time slot on the Schedule View when the
room is reserved. If no information is entered, a default subject and
organizer are displayed on the reservation.
Reserve Screen
NOTE: This is device dependent. Some models may not support text entry
or may have this feature turned off.
4. Choose the reservation length by touching one of the buttons in the
Reservation Length section of the screen.
NOTE: The number of available buttons and their values may vary based
on the room’s availability and configuration. Refer to “Configuration” in
the Touch Screens with RoomView Scheduling for Crestron Fusion
Operations Guide (Doc. 7552).
5. Touch Reserve to reserve the room. The Schedule View and hard buttons
are red and the reservation subject, organizer, and remaining time are
displayed.
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
The Room is Not Available
If the room is not available, as indicated by the red screen and hard buttons, the
room’s schedule can be viewed and the room reserved for another time. Another
room can be reserved from the current room’s touch screen by touching Find on the
pull-up toolbar at the bottom of the Schedule View.
NOTE: The pull-up toolbar is opened by touching the small tab at the bottom of the
screen. It can also be set to display at all times. For more information, refer to
“Custom Properties” in the Touch Screens with RoomView Scheduling for Crestron
Fusion Operations Guide (Doc. 7552).
Schedule the Current room for Another Time
To schedule or reserve the current room for another time, perform the following
steps:
1. Swipe from right to left across the Schedule View to display the items on
the room’s schedule timeline. The up and down hard buttons can also be
used.
NOTE: If the touch screen privacy level has been set, the room is
displayed as Reserved and the information in the Schedule View is
displayed as Private. Refer to the Touch Screens with RoomView
Scheduling for Crestron Fusion Operations Guide (Doc. 7552).
Reserved Screen
2. Touch the Reserved time slot to view the organizer and the required and
optional attendees listed in the Attendees section of the reservation details
screen. To view details for the active item at the current time, tap Details on
the toolbar, or if the touch screen has a MORE or a SELECT button, press
that.
NOTE: Touch screen security may be set to restrict access to the details of
a private reservation or other touch screen functions. If required, a PIN code
must be provided by the administrator to unlock the panel. This is
accomplished by touching the pull-up toolbar at the bottom of the screen,
touching Log in, and entering the touch screen PIN code.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
Reservation Details Screen
NOTE: If the meeting is recurring, the symbol [is visible to the right of
the meeting date at the top of the reservation details screen.
3. Touch Close to return to the Schedule View.
NOTE: By default, an available time slot displays the amount of time in
the block, while a reserved item displays a countdown to the end of the
reservation.
Schedule View Showing Toolbar Set to Visible
4. Touch an available timeline slot to open the Reserve screen, where a new
appointment can be created. The date and time fields are already filled in
with the current information.
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Reserve Screen
5. Touch Enter Organizer Name and enter the organizer’s name using the
keyboard that slides into view.
NOTE: Editing this field is language dependent. If the option to edit is not
available, default text will be used.
NOTE: In certain implementations, the organizer will be overwritten by
the room calendar credentials.
Reserve Screen with the Keyboard
6. Touch Enter Subject and enter the subject using the keyboard which
appears as described in step 5. When the subject has been entered, touch the
screen outside of the Enter Subject field to dismiss the keyboard.
7. Set the reservation length using the preset buttons for 15, 30, 45, or 60
minutes, touch MAX for the default maximum of 120 minutes, or touch
Custom to enter a custom length. If Custom is used, enter the reservation
length using the numeric keys and then touch Enter.
NOTE: The number of available buttons and their values may vary based
on the room’s availability and configuration. Refer to “Configuration” in
the Touch Screens with RoomView Scheduling for Crestron Fusion
Operations Guide (Doc. 7552).
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
Enter Custom Reservation Length Pop-up
8. Touch Reserve to reserve the room and return to the Schedule View. The
screen and hard buttons are now red indicating that the room is reserved.
Schedule Another Room from the Current Touch Screen
To schedule or reserve another room using the current room’s touch screen, perform
the following steps:
1. If the toolbar is not set to be visible all the time, touch the tab at the bottom
of the Schedule View to display the pull-up toolbar.
Schedule View Pull-up Toolbar
2. Touch Find. The Available Rooms screen is displayed.
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Available Rooms Screen
3. Touch the listed room to reserve it. The Reserve screen for that room is
displayed.
Reserve Screen
4. Enter an organizer, subject, and reservation length as described in “The
Room is Available” on page 8.
5. Touch Reserve. The room is now booked.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
Start the Reservation
If the touch screen is configured to do so, the Start Now button on the toolbar can be
touched to prevent the reservation from being automatically declined in the event
that the reservation organizer is late.
NOTE: If the touch screen is configured to do so, the Start Now button can also be
used to start a reservation early if the previous block of time is available. If the
reservation is started early, the Schedule View remains green as if the room is
available, but the words “In Use” are displayed.
1. If the room has been reserved but the toolbar is not set to be visible all the
time, touch the tab to open the pull-up toolbar at the bottom of the screen.
Reserved Screen with Toolbar set to Visible
2. Touch Start Now to start the reservation.
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Crestron Touch Screens with RoomView Scheduling for Crestron Fusion
Organizer Check-in to the Reservation
If the touch screen is configured to require it, Check In must be touched by the
reservation organizer either before the meeting begins or after the meeting has
started, depending on the custom property settings. Refer to “Configuration” in the
Touch Screens with RoomView Scheduling for Crestron Fusion Operations Guide
(Doc. 7552).
1. Touch the reserved item on the touch screen. The reservation details screen
is displayed.
Reservation Details Screen
2. Touch Check In. The button changes to Checked In as a confirmation.
3. Touch Close. The touch screen returns to the Schedule View indicating a
reserved status by displaying a Checked Inicon ( ) next to the organizer
name.
NOTE: The organizer is automatically checked in to any meeting made at the touch
screen.
End a Reservation Early
This feature is provided to make a room available if the reservation currently
scheduled in the room ends earlier than anticipated. End the reservation early by
touching End Now on the pull-up toolbar at the bottom of the Schedule View. This
control only appears if the feature is enabled in the configuration pages. Refer to
“Reservation” in the Touch Screens with RoomView Scheduling for Crestron Fusion
Operations Guide (Doc. 7552) for information on this feature.
Extend the Reservation
A reservation can be extended into an available block of time by touching Extend on
the pull-up toolbar at the bottom of the reserved screen. This extends the reservation
by the amount of time selected.
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Touch Screens with RoomView Scheduling for Crestron Fusion Crestron
Emergency Alert
When the server sends an emergency message, the screen displays the Emergency
Alert screen. If configured to do so, the panel sounds an emergency warning that can
be silenced by pressing any hard button. When the emergency broadcast is shown,
the panel locks out all other operations except for a temporary override initiated by
touching Schedule on the alert screen.
Emergency Alert Screen
To temporarily override the emergency alert and return to the Schedule View, touch
the Schedule button.
A non-emergency special broadcast can also be sent from the server. An example of
this is shown in the following image. When one of these broadcasts is displayed, all
touch screen functions are normal.
Non-Emergency Special Broadcast Screen
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