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Associate Employees or Spaces to Assets

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Assets can be associated with employees and spaces.

  • Employees may need to have particular assets; for example, multiple employees may need Ergo Chairs in their workspaces.
  • Spaces can have particular assets associated with them. For example, some of your hoteling desks will be a sit-stand desk, and when this asset is associated with the space, your employees can find these when booking quickly.

You can complete this association via:

Watch SpaceIQ in action see Book a Desk with Assets (Web) or Book a Desk with Assets (Mobile).

Associate Employees or Spaces to Asset Manually

  1. From the main menu, click Manage manage_icon.png icon and then click the Assets tab. Here you'll find a complete list of assets.
  2. From the asset list, click on the Asset Name. The asset details dialog displays.

assets_manually1.png

  1. To add an employee, click the + Employee button, or to add a space, click the + Space button.

In this example, after the +Employee button was clicked, the employee search is displayed. In the search field, enter the employee's name and then select their name. 

assets_manually2.png

Remove an employee or space, select an entry, and then click the X icon to remove employees or spaces in bulk. Select multiple entries and then click the Remove button.

Associate Employee or Space to Assets in Bulk via an Import

Follow the steps to associate the employee with an asset(s).

Step 1. Export the Assets and then set up the Import Asset file

  1. Click the More Actions more_actions_icon.png icon and then click Download CSV.

export_assets1.png

  1. Open the CSV file in Microsoft Excel.
    1. This file and information can be used as a template for a new Excel file that will be used to import the information into SpaceIQ.
  2. Set up a new Asset import Excel file with the following columns:
Column Name Description Column Required?
Asset Name

Either:

  • Leave blank if you want the asset(s) removed from the employee.
  • Enter the asset's name to associate the asset with the employee. For example, Ergo Chair
 No
Employees

Employee's company email.

When you have multiple emails, then separate the email addresses by semi-colons and no spaces. For example:

tyrell.foley@amc.com;johanna.mchoul@amc.com;lauren.lewis@amc.com

 This is required when you associate an employee with an asset.
Spaces

Space code.

When you have multiple spaces, then separate the space codes by semi-colons. For example:

B0S-B01-01;AO2-8F-168;B0S-B02-B-2-12;B0S-B01-09;B0S-B01-010;B0S-B01-021

 This is required when you associate a space with an asset.

If you need an Asset Import Template, this can be found in More Actions > Import Assets to Employees or Import Assets to Spaces.

For example:

assets_employee_space1.png

Save the new Excel file with a .csv extension.

Step 2. Import the Asset Import as a CSV File

  1. Click the More Actions more_actions_icon-1.png icon and then select Import Assets to Employees.
  2. When the Import Assets dialog displays, you can upload the CSV file. Do this by either dragging and dropping the CSV file onto the dialog window or clicking the browse link to navigate to and select the CSV file. 

assets_import4.png

  1. Click the Import button. 

When the import is completed, you will see an import summary.

Step 3. Check the Import History

If needed, you can view your asset import history.

  1. Click the More Actions more_actions_icon-2.png icon and select Import Assets to Employees or Import Assets to Spaces.
  2. From the Import Assets dialog, click the Import History link to display the history.