Rental Management

The Rental Management page provides comprehensive tools for reviewing, searching, and managing property rental bookings and calendar events. This interface allows administrators to view all rental records, search by various criteria, manage tenant assignments, and perform bulk operations on multiple records.

Quick Start

To get started: Use the search box to find specific rentals, or click "Show All" to view all records. Use the dropdown filters to narrow results by property or user. Click column headers to sort results. Select multiple records using checkboxes for bulk operations.


Permission Requirements

Access to this page requires specific permissions:

Permission Function Access Level
Rentals_Review View and search rental records Required for page access
Rentals_Add Create new rental records Enables Add button
Admin (ID=1) Full system access Bypasses all restrictions

Toolbar Functions

The toolbar provides essential navigation and search capabilities:

Button/Control Function Notes
Add Opens the calendar interface to create new rental bookings Disabled without Rentals_Add permission
Back Returns to previous page in browser history Standard navigation
Search Box Enter keywords to search across multiple fields Searches event description, organization, dates, username
Search Executes the search with entered criteria Filters results based on search terms
Show All Clears all filters and displays all active records Resets search criteria
UnDelete Switches to deleted records view Shows soft-deleted records for recovery
Listing Dropdown Filter results by specific property Populated from Properties table
User Dropdown Filter results by specific user/tenant Shows all registered users
Sort Dropdown Select field for custom sorting Lists all available database columns
Go Applies selected filters and sorting Executes filter combinations

Data Table Columns

The rental records table displays comprehensive information about each booking:

Column Description Sorting
Select All Checkbox Master checkbox to select/deselect all visible records N/A
StartDate Beginning date of the rental period (MMM-DD-YYYY format) Clickable header sorts ascending/descending
EndDate Ending date of the rental period (MMM-DD-YYYY format) Clickable header sorts ascending/descending
Rental Name/description of the rental event (clickable link to edit) Sorts by EventName field
Property Property or organization associated with the rental Sorts by Organization field
Tenant Reference ID or username of the tenant/renter Sorts by Username field
Individual Checkbox Select specific records for bulk operations N/A
Delete Link Red "Delete" link for individual record deletion N/A
View Link Blue "View" link opens detailed rental information in popup N/A
Edit Icon Edit icon opens the rental record in the calendar editor N/A
ID Unique EventID number for the rental record Clickable header sorts by EventID

Row Color Coding

The table uses color coding to provide visual status indicators:

Color Condition Meaning
Light Blue End date is past and organization â?  "Done" Overdue rental requiring attention
Blue Start date is today Rental beginning today
Green Start date is in the past Active ongoing rental
Gray/White Start date is in the future Future scheduled rental

Search Functionality

Search Scope

The search function queries across multiple fields simultaneously:

  • Event Description: Searches within rental descriptions and names
  • Organization: Matches property names and organizational affiliations
  • Start Date: Finds rentals by start date
  • End Date: Locates rentals by end date (admin only)
  • Username: Searches by tenant/user names

Access Levels

Search behavior varies by user permission level:

User Type Search Scope Default Filter
Admin All records, all fields including end dates No restrictions
Non-Admin Limited to own organization or search matches Filtered by user's category

Bulk Operations

Selection Process

  1. Select Individual Records: Check boxes next to specific rental records
  2. Select All Visible: Use the master checkbox in the header to select all displayed records
  3. Execute Action: Click the appropriate action button

Available Bulk Actions

Button Action Availability
X Soft delete selected records (sets active = 2) Normal view only
+ Restore selected records (sets active = 1) Deleted view only
Permanently Delete Permanently remove records from database Deleted view only

Important: Deletion Workflow

Permanent deletion cannot be undone! Records are first soft-deleted (can be restored), then permanently deleted only from the deleted items view. Always verify selections before confirming permanent deletions.


Record Management Workflow

Creating New Rentals

  1. Click the Add button in the toolbar
  2. You will be redirected to the calendar interface
  3. Select the desired date and complete the rental form
  4. Save the rental to add it to the system

Editing Existing Rentals

  1. Locate the rental record in the table
  2. Click either:
    • The rental name (red link) to open the editor
    • The edit icon in the actions column
  3. Make necessary changes in the calendar interface
  4. Save changes to update the record

Viewing Rental Details

  1. Find the rental record you want to view
  2. Click the blue View link
  3. A popup window will open with detailed rental information
  4. Close the popup when finished reviewing

Deletion Workflow

Step 1: Soft Delete

  1. Select records using checkboxes or individual delete links
  2. Click the red X button or individual "Delete" link
  3. Confirm the deletion when prompted
  4. Records are moved to deleted status (active = 2)

Step 2: View Deleted Records

  1. Click the UnDelete button to switch to deleted view
  2. The page will show Showing Deleted badge
  3. All soft-deleted records will be displayed

Step 3: Restore or Permanently Delete

  1. From the deleted view, select records to restore or permanently delete
  2. Click + to restore records
  3. Or click Permanently Delete to remove forever
  4. Confirm the action when prompted

Filtering and Sorting

Filter Combinations

You can combine multiple filters for precise results:

  1. Text Search + Property Filter: Search for keywords within a specific property
  2. User Filter + Date Sorting: View all rentals for a specific user sorted by date
  3. Property Filter + Custom Sort: See all rentals for a property sorted by any field

Sorting Options

Click any column header to sort by that field. Available sort fields include:

  • StartDate: Sort by rental start date
  • EndDate: Sort by rental end date
  • EventName: Sort alphabetically by rental name
  • Organization: Sort by property/organization name
  • Username: Sort by tenant/user name
  • EventID: Sort by unique record ID

Clicking the same column header toggles between ascending and descending order. Sort direction is indicated by small arrow icons.


Status Indicators

The interface provides several visual indicators for rental status:

Indicator Location Meaning
Showing Deleted Top of results area Currently viewing deleted records
Row color coding Table rows Rental timing status (see color coding section)
Sort arrows Column headers Current sort field and direction
Result counts Above table Number of records found/displayed


Troubleshooting

Common Issues

Cannot see Add button: Requires Rentals_Add permission. Contact administrator.

Limited search results: Non-admin users see only their organization's records or search matches.

Cannot delete records: Verify you have appropriate permissions and the record is not protected.

Permanent delete option missing: Must be in deleted items view (click UnDelete first).

Sort not working: Ensure JavaScript is enabled in your browser.

Permission Errors

If you receive a "DENIED" message or are redirected to a denied page:

  1. Contact your system administrator
  2. Request Rentals_Review permission for basic access
  3. Request Rentals_Add permission for creating new rentals
  4. Verify your user account is active and properly configured

Summary

The Rental Management page provides comprehensive tools for managing property rental bookings. Key features include advanced search and filtering, bulk operations for efficiency, visual status indicators for quick assessment, flexible sorting options, and a complete deletion workflow with recovery options. The interface adapts to user permissions, ensuring appropriate access control while maintaining full functionality for authorized users.