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Zones

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If your organization is using Eptura's platform services, your locations, workspace types, resources, and users are centrally managed from Eptura Home:

  • Locations: Manage sites, buildings, and floors from the Portfolio Manager
  • Workspace types: Manage space types from Space Types
  • Resources: Manage spaces from the Portfolio Manager
  • Users: Manage users from the Directory 

Other settings are also affected, such as floor plans, zones, advanced setup, and global settings.
 Learn more:

  • Coming Soon: About Eptura Engage and Eptura platform services

  • Eptura Home (Knowledge Center for Eptura platform services)

 

Zones are a collection of spaces occupying a defined area of a floor. Zones enable administrators to close or open spaces in specific areas quickly. Contact tracing reports also utilize zones.

How to create a zone

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Eptura platform services 

Eptura Engage zones cannot be created or managed when Eptura platform services is enabled.

Learn more:

  • Coming Soon: About Eptura Engage and Eptura platform services
  1. Navigate to Application Setup > Zones.
  2. Select the Country > Location and optionally Floor.
  3. Click Add zone.
  4. Enter a name for the zone, select the floor, and enter a description if required. Click Save.
    app setup zone 02.png

Add resources to zones

Personal spaces and meeting spaces can be added to zones when they are created or edited, or in bulk from Resource Administration. Learn more: Bulk actions for resources

Add personal spaces or meeting spaces to a zone in bulk

The steps and screenshots below describe how to add personal spaces to a zone. The steps for meeting spaces are identical when Meeting spaces is selected as the Resource Type.

  1. Navigate to Application Setup > Resources.
  2. Select the Country.
  3. Click Resource Type > Personal spaces or Meeting spaces.
  4. Select the Location and a Floor. When a location is selected you can click Filter and choose to show only the spaces not assigned to a zone.
    app setup zone 03.png
  1. Select the spaces to assign and click Assign to a zone. This button is only displayed when resources and a floor are selected.
    app setup zone 04.png

Add spaces to zones individually when creating or editing resources

The steps and screenshots below describe how to add a personal space to a zone. The steps for meeting spaces are identical when Meeting spaces is selected as the Resource Type.

  1. Navigate to Application Setup > Resources.
  2. Select the Country,
  3. Click Resource Type > Personal spaces or Meeting spaces.
  4. A list of spaces is displayed which you can filter by Location and Group. Click the edit icon to the right of the space.
  5. On the resource form select the zone and click Save.
    app setup zone 05.png

How to delete a zone

You can only delete a zone that does not have resources assigned to it. Remove resources from the zone before deleting it.

  1. Navigate to Application Setup > Zones.
  2. Select the Country, Location, and optionally Floor.
  3. Click the bin icon to the right of the zone you wish to delete and click Delete to confirm.
    app setup zone 01.png

The bin icon is disabled if resources are assigned to the zone.