Selecting a Set of Rooms

Select a Set of Rooms for Viewing, Exporting, or Editing

1. Load the Space Console. You can select rooms to work with from either Space or Occupancy mode.
2. Load the floor plans that you want to work with.
3. If necessary, highlight the floor plans by a specific property . For example, if you want to work with departmental assignments, you may want to highlight the floor plans by department.
4. Create a selection of rooms by clicking on each room in the floor plan that you want to include in your selection set. You can also set "Select Multiple Assets" mode and use the CTRL-key+Click-Drag-Release mouse action.
   • As you select rooms, Archibus outlines their borders in gray.
   • Archibus reports on the number of selected rooms and their total square footage in the area above the floor plan.
   • If you want to cancel the selection set and start over, click the Clear button, located above the floor plan.
     
     
     
5. When you are satisfied with the selection set, choose View/Edit Selected Rooms located in the floor plan ribbon. Archibus displays the Selected Rooms and Employees form listing key information about the rooms. If you have activated the Team Space features, the form will also include a tab for teams.
   
   
6. You can now:
   • export the selected rooms to a Word document or Excel by choosing the appropriate command from Export button in the upper right corner of the form. For information on exporting, see Exporting Space and Occupancy Data to Excel and Word .
   • edit a room. Select a room's check box, and Archibus lists the current values for this record in the area beneath the room list. You can edit any of these values as necessary. For information on completing the fields, see Completing Select Values Fields (Validated Fields) and Define Locations . When through with your edit, click Save and Archibus removes the edit fields from the form.
   • edit multiple rooms, by selecting their check boxes. This is described in the next section.
7. When you finish reviewing, editing, or exporting your rooms, click the Close button. Archibus returns you to the floor plan and cancels your selection set.

Editing Multiple Rooms at Once

An advantage of selecting rooms from the floor plan is that you can edit multiple rooms at once time. To do so:

1. Follow the above procedure through step 5 to select your rooms and access the Selected Rooms and Employees form.
2. On the Selected Rooms and Employees form, click the boxes for the rooms that you want to edit. To select all the rooms listed on the form, click the top selection box next to the field titles.
3. Archibus displays the fields and their current value in the bottom of the form. If the selected records do not have the same value for a field, Archibus enters "<varies>" as the value.
4. Edit the appropriate fields and click Save.
5. Close the Selected Rooms and Employees form.
6. Archibus returns you to the floor plan. If your edit affects the current highlights or labels, Archibus updates the floor plan's highlights and labels to reflect your change.
   

For example, suppose you highlight the floor plan by room type and notice that several workstation rooms appear to be over-sized. These rooms are classified incorrectly and really should be offices. You can re-categorize these rooms in one procedure.

1. Highlight the floor plan by room category.
2. Review the floor plan and look for workstations that appear to be oversized.
3. Select the oversized workstations and click View/Edit Selected Rooms.
4. In the resulting form, select all the rooms in the form by clicking the selection box next to the field titles.
5. Click the ellipses button for the Room Categories field and choose Office as the room category.
6. Click Save.
7. Click Close.
8. For the rooms that you selected, Archibus updates the highlight to reflect that these rooms are now categorized as offices.

Note : If you have activated the Team Space features, the above form will also include a tab for teams.

Next Steps

• You can also work with the employees occupying rooms that you select. See Select Rooms on the Floor Plan and Change the Properties of Occupying Employees
• You may also wish to explore these methods of viewing rooms or changing their properties:
  • Edit Data Using the Space Console's Tabs
  • Change a Room's Category or Type Assignment (the Assign button)
  • Change a Room's Division or Department Assignment (the Assign button)
  • Delete a Room