The purpose of this section is to provide a space to document questions about Momentus, whether it be about what the software can do or troubleshooting steps. I also highly encourage checking the Momentus Support Center forums for question you might have regarding issues or the platform as well. I’ve found quite a few helpful threads with relating to issues either Admins have brought to me or things I have encountered myself.
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Momentus FAQ
General Access and Configuration
Can any web browser be used to access Momentus?
It technically can be, however it works best for Google or Safari. When it comes to add-ins for some reporting for back office, only Google will support the extensions needed.
I need to make a field in Momentus (non UDF) required for my users. Is there a way to do it?
Field Restrictions can be placed on most fields in Momentus to protect, hide, or make them required. If you know the section you want to enable these on, you can hit Edit Layout from that screen and select the 
over the field you want and it will take you to the Field Restriction screen. Click add and most of the information will pre-populate, so just assign the role(s) and type.
Another option is to go to the Field Restrictions section and add it from scratch. You will need to fill out the Subject, the Field in question, associate the role(s), and the type.
I want to update my Organization’s Logo, for reports, etc. How can I change it?
You can update the logo by going to the Organization section in Momentus Under the System Administration, and changing the image for your Org. This article from the support center details some of the best pixel ratios.
I used to be able to view documents in Momentus, but am unable to. What happend and how can I fix it?
Momentus utilizes Web-Addins and Plug ins for their document viewing. If you recently acquired a new laptoc/pc, there was a recent upgrade to Momentus or perhaps a browser, there is a chance those items require a new version.
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Two important notes: Some of these are locked behind Administrator rights to the University issued device and you might need the help of your IT Department to install them. Apple OS does not support those as they are made for Google Chrome browers. You will need to acces an Android device (at this time). |
I need to add more than one contact or account record at a time, is there a way to do it?
Momentus has the ability to mass import contact records if needed. In some cases, depending on how you structured who is allow access to your OSB portals (like Dual-Degrees or classifications from other colleges), you may need to add users to your Organization since they will not have a contact/account record in the system if they are not a part of your CSU.
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After you have completed the import and verifed the data is correct, especially the Do Not Overide, request the user(s) to log in. You can verify their log in via the Audit Log or looking to see if a new public user account was created in the user’s section.
Online Space Booking
Am I able to set up logic-driven questions (UDFs) for our OSB?
At this time, Momentus is not able to set up logic driven questions, however they will be implementing dynamic questions with the rollout of the new UI for their OSB portals in 2025.
I added a space to my OSB but why will it not show up in the reservation portal?
The two main items to ensure a space will show up on the OSB will be to check and make sure it is on the OSB you are testing, and verifying there is both a min/max capacity assigned to the space. If the space was recently added to the OSB, clearing your cache or giving the platform a few minutes to refresh might also clear up the issue.
Can I assign two different incoming event or booking statuses to an OSB?
OSBs are either reservable or requestable by nature. Momentus doesn’t not allow for different incoming statuses on a single OSB.
Can events be automatically cancelled by the requestor (if enabled in the My Events page) rather than requested?
While the user can cancel the booking, unfortunately events must have someone come in and cancel them manually (through the Event Cancellations section). We have provided this as feedback to Momentus, especially when it comes to spaces that are reservable.
Workflows and Reporting
Can event or booking reports be automatically sent out to certain individuals?
Currently there is a limited functionality when it comes to automatic reporting. Advanced permissions are able to pull some reports in the Event Management and Coordination / Reports section of Momentus. Some examples are Bookings by Booking Start Date and Space Bookings by Day.
I created an event in back-office for a user, but it is not showing up in the user’s My Events list. Is there a way to associate it?
If you have created an event for a user in the back-office, you can assign an OSB so they user can see it as well as make changes (if you have that enabled in your OSB configuration). Remember, all events that are submit through the portals the users have access to will automatically assign the OSB. You can add the OSB Configuration column to your view to get a quick glance of what has been assigned and where.
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Once the user refreshes, they should now see it populate in the My Events.
Statuses
What are the different statuses for Events and Service Orders? Is there a difference for usage?
Below you will see a table providing some form of definition for the both Event and Service Order statuses. It is up to the Org to determine what statuses their users should be applying, since workflows change from CSU to CSU.
Status - Event | Description |
Request | This status can be used to denote an event has been received and no review has taken place. |
Pending | This status can be used to denote an event is under review or might need more information before approval. |
Waitlist | This status can be used to denote an event was requested for a space that might not be immediately available but might be in the future. |
Confirmed | This status can be used to denote an event has been reviewed and approved. |
Blocked | This status can be used to denote if spaces need to be blocked for any reason. i.e) Holidays, maintenance to spaces, etc. |
Settled | This status can be used to denote an event has been completed and all invoices have been paid. |
Ready to Invoice | This status can be used to denote an event has all service orders completed and it ready to be invoiced. |
Invoiced | This status can be used to denote an event has been invoiced but payment has not been applied or received. |
Unresolved | This status can be used to denote an event has not been completed due to any circumstances deemed by department/client. |
Cancelled | This status can be used to denote an event has been cancelled an no charges need to be collected. |
Declined | This status can be used to denote an event has been denied approval for taking place. Apply most relevant Cancellation Reason. |
Conflict | This status can be used to denote an event is requesting to take place but conflicts with another event for the same space and time. |
Cancelled with Charges | This status can be used to denote an event has been cancelled but charges need to be collected. |
Lost | This status can be used to denote an event was lost and apply most relevant Cancellation Reason. |
Archived | This status can be used to denote an event is no longer active and is being kept for record keeping. |
Status - Service Orders | Description |
Active | Active class statuses are available during the add and edit order process. |
Hold | Hold class statuses have no special restrictions and are for informational purposes only. This is often used for orders awaiting approval or payment. |
Closed | Closed class statuses are available during the close order process. You cannot edit or cancel closed orders. |
Cancelled | Cancelled class statuses are available during the cancel order process. You cannot edit cancelled orders. |
Cancelled With Fees | Cancelled with Fees class statuses are available during the registration cancel order process. When an order uses a status with this class, a pre-configured cancellation fee is automatically added to the order when it is cancelled. |
Settled | The service orders have officially been completed and paid.* |
Ready to Invoice | The service orders are ready to invoice.* |
*These statuses were created to assist in specific workflows a few departments have.
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Momentus @ UT - Basic Troubleshooting Guide
User Management
I have added a new user, but they are unable to send confirmation emails or manage service orders and receive a personnel account error. How can I fix this?
When a new user has been added to the system, a personnel account alias needs to be added to their account. This can be done by going to the user’s contact record and associating their back office user account to the contact or, if they do not have a contact record, creating one from the user screen.
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This should only be done if the user does not already have a record on file.
One of my users reported having issues accessing an OSB. What troubleshooting steps can I take to assist?
If a requestor is having trouble accessing the OSB, there could be a few different reasons, and it is dependent on the error they receive. Here are some steps you can run through when attempting to troubleshoot:
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