Space / Space Inventory / Space Manager (Non-Transactional)

Space Manager

The space manager needs an overview of space usage throughout the facility so that they can minimize unused space (remaining area) and ensure that departments are not under-allocated (which can effect efficiency) or over-allocated (which can waste money).

So that space managers can analyze the entire space inventory, the Space Manager process offers the Space Console, which presents an interactive way to work with floor plans. Many of the below analysis tasks can be accomplished with the Space Console. For information, see Space Console.

pnav_spmgr.png

Space Console

For information, see Space Console.

Department tasks

The process offers a set of reports that present all area data for a department, regardless of whether the department's area data derives from groups or from rooms. When examining this set of reports, note that floors in the sample HQ project reflect a combination of rooms and groups: some are composed only of rooms, some only of groups, and some a combination of rooms and groups.

Manage Space Surveys

If you are using the Space Book mobile app to survey space, use this task to manage the audit records and update the inventory with audit results. See Manage Space Surveys (for Space Book mobile app).

Examine Allocation and Use

  •  Review Rooms for a Particular Division or Department
  • Review Rooms on a Floor Plan by their Division and Department
  • Review Rooms on a Floor Plan by Use (Room Type and Room Category)
  • Review Usable and Non-occupiable Space on a Floor
  • Review a Department's Vacant Rooms

Change Room Properties        

  • Select Rooms on the Floor Plan and Change their Properties
  • Change Room Division or Department Assignment
  • Change Room Category or Type Assignment
  • Delete a Room

Examine Occupancy       

  • Review Room Availability 
  • Review the Employee List
  • Create an Occupancy Plan
  • Select Rooms on the Floor Plan and Change the Properties of Occupying Employees

Change Employee Occupancy        

  • Change Room Assignments of Employees
  • Remove an Employee from a Room
  • Create a New Employee and Assign to a Room
  • Place Employees on a Wait List for Available Rooms (the Waiting Room)
  • Generate a Move Order for Moving Multiple Employees

Team Space        

  • Teams Concept
  • Working with Dates for Team Space
  • Target Employee-to-Seat Ratio
  • Activate the Team Space Features
  • Define Team Property Categories
  • Create Floor Plans for Use with Team Space
  • Create Teams Using the Space Console
  • Create Teams Using the Define Teams Task
  • Use the Floor Plan to Assign Rooms to Teams
  • Use a Form to Assign Rooms to Teams
  • Check  for Team Space on Other Floors
  • Change or Cancel Team Assignments for Rooms Using the Floor Plan
  • Create Permanent Occupancy in a Team Space Inventory
  • Employee Team Assignment History
  • Team Statistics
  • Team Occupancy Calculation