Highlighting Rooms by One or Two Properties
Space / Space Inventory / Space Manager / Worspace Transaction Console (Transactional)
Space / Occupancy / Space Manager / Worspace Transaction Console (Transactional)
Highlighting Rooms by One or Two Properties
It is often useful to see rooms in a floor plan highlighted by various properties. Being able to visually see the room on the floor plan, its access to other features of the floor, its adjacent rooms, and so forth, can help you make better decisions about how you use these rooms, the departments occupying these rooms, and so forth. For example, a list of rooms assigned to a department may not be as valuable as highlighting these rooms on a floor plan so that you can see if a department's rooms are all located near one another which can lead to more person-to-person contact and productivity within a department.
Border and Fill Highlights
With the Worspace Transaction Console task, you can highlight rooms by two properties at once. One highlight is by filling the inside of the room with the appropriate color for the value, and the other highlight is by outlining the border of the room with the appropriate color for the value. For example, the below image shows a floor plan highlighted by department (fill highlight color) and occupancy (border highlight color). For room 103, you can see that it is assigned to the Electronic Sys.- Engineering department (yellow fill) and is vacant (green border highlight).
Note that the system shows the details of the properties in the right grids, with the top right grid showing information about the main highlight and the lower right grid showing information about the border highlight.
Step 1: Choose the Main Property to Highlight By
Prerequisite: Load the Worspace Transaction Console task and adjust the display as described in Worspace Transaction Console.
In the Highlights option, choose the attribute by which the program will highlight rooms by filling them. You can choose the basic attributes of a room (room category, room type, division or department using the room, or room standard). You can also select:
- Pending Requests -- This option will highlight rooms that have a pending space-related service request. If an item has a pending request, you can right-click on the room and select the Edit Request button. Perhaps you'd like to edit the request or cancel it.
- Occupancy -- The system defines five occupancy statuses (fully occupied, under-occupied, over-occupied, vacant, and non-occupiable), and assigns highlight colors for each status. A room's occupancy status is dependent on the system's calculation of occupancy count. For information, see Understanding Occupancy.
- Super Category -- Each room category's super-category distinguishes areas of this category as one of the following: service area, vertical penetration area, usable area, or other. Use this option if you want a broader picture of the type of space.
- None -- You may find this option handy if you are highlighting by both a main and border highlight and want to more clearly see the border highlight by hiding the main highlight.
Step 2: Choose the Secondary Property to Highlight by (Border Highlight)
If you wish to highlight by a secondary property, choose a property for the Border Highlights option. For the property that you select, the system will outline the border of rooms according to the colors of the associated values. The same values are available as with the Highlights option.
Tip : When determining occupancy, the Worspace Transaction Console considers approved space requests only; it does not consider requested move requests. Therefore, when reviewing your floor plan, you may wish to set the Border Highlight to Pending Requests so that you can see rooms that may change when pending move requests are approved.
Step 3: Choose to Display Labels
In addition to the room number that is listed in each room, you may want to include other labeling text. For example, if you are highlighting by category, you may want to display the room category value in each room so that you immediately know this value without consulting the grid.
You may need to zoom into the drawing in order to see the labels displayed. However, without zooming you can always hover over a room to display the information chosen for the label.
You can also display a label that is unrelated to your highlights. For example, you could display the employee as a label, highlight by department, and border highlight by occupancy to easily see three important facts about each room. This example is shown in the above image.
To display a label, simply choose it from the Labels option. Note that for the employee label, the system displays the employee who is using the room whether or not the room is the employee’s primary location.
To hide all text, including room number, choose None for Labels.
Step 4: Specify the Date
By default, the system displays data for today's date and lists this date in the display. Use the buttons to move the date by Previous Year, Previous Month, Previous Week, Next Week, Next Month, or Next Year. As you choose the various buttons, the system will display the corresponding date and update the drawing and the grids to reflect the conditions on this date.
Step 5: Review the Data
Workspace Transaction Records
Regardless of the highlights that you are displaying, you can always access the Workspace Transaction records for a particular room. Hover over the room, and in the top right panel, the system displays the Workspace Transaction records active for the specified date for this room. If there are multiple records, you can scroll through the list. You can also resize the Workspace Transactions panel to see multiple transactions at once.
Main Highlight Pane
In the pane beneath the Workspace Transaction Records pane, the system shows the legend for the attribute by which you are highlighting, areas for each value, and the count of value. Totals and counts for occupancy and room standard are based on values in the Room records; all other totals and counts are based on the values of the Workspace Transaction records.
If you choose to highlight by pending request, the right pane will list the pending requests for your review.
Note: The Pending Requests pane show all requests that start on or after the current date. Thus, if you see a completed request in this panel it is because you requested and completed a request on the current date. After the current date passes, this request will not show
Border Highlight Pane
If you choose to produce a border highlight, the system shows the border legend in the bottom right pane. Use the legend to understand the values associated with each border highlight color.
Note that unlike the main highlight, the system does not count and total the data for the various values by which you are border highlighting.
If your border highlight is for pending requests, the system shows the pending requests in this pane.
Notes
There are a few issues to note about the highlighting features.
- Highlighting Colors -- The colors for the fill highlight and the border highlight are determined by the values that you enter for the Highlight Pattern field of the corresponding table. For example, if you are highlighting rooms by standard and a CONF room is colored green, the Highlight Pattern field of the Room Standards table is set to Green. If you find that your highlight colors and border highlight colors are too similar and are difficult to distinguish, you may wish to edit the Highlight Pattern field of the appropriate table. For example, you may wish to assign bright highlight patterns to your Room Standards and softer highlight colors to your Departments so that you can easily distinguish these colors if you highlight by both Room Standard and Department.
- Gray Occupancy Highlights -- When highlighting rooms by occupancy, if a gray-color item in the legend shows up and is not labeled, it is because the corresponding room does not have a room category assigned. For occupancy reporting, all rooms must be assigned a category, because it is through the room category that occupiable/non-occupiable space is determined.
- Gray Division/Department or Category/Type Highlights -- If a room has multiple Workspace Transaction records, and all records contain the same value for the item you are highlighting by (for example, category or department), then the system will highlight the room to show that category or department. If the Workspace Transaction records contain different attributes – for example a different division-department or a different category-type, then the system will highlight this room in gray. Note that this is not an issue for highlighting by room standard because room standard does not change for Workspace Transaction records; a Workspace Transaction record always has the same room standard as its owning room.
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Pending Requests -- The system determines rooms that have pending requests by this formula:
WHERE rmpct.activity_log_id IS NOT NULL AND (rmpct.status = 0 OR (rmpct.status = 1 AND rmpct.date_start >= <date in filter console> AND rmpct.date_end IS NULL))