Space-Right™ Implementation Guide - Validate Key Points
User Classification
In order for Space-Right to make accurate seating suggestions for users, one of the three items in the “On-Site Status” category must be assigned.
Space Attributes
Space types and capacities must be validated before engaging Space-Right. Non-Occupiable spaces with a capacity of 1 or 0 will be ignored by the tool.
Backup Plan
Create a directory of location snapshots to increase confidence in executing the suggested Space-Right™ configurations. By backing up the data on a regular schedule, you will have accurate data points to reference. Setting up the Space-Right™ standard reports on a schedule is an easy way to create these snapshots. Restoration to a previous point in time can also be achieved for an additional fee. For more information on how to restore production data to a snapshot in time, contact your Eptura Account Manager.
Schedule Daily Reports
Follow these steps for each report to schedule delivery
- Navigate to Insights > Schedule Reports.
- In the search bar, type space-right.
- Select the report to schedule.
- Click the Create Schedule + button. The Create a Schedule displays.
The default settings are to run daily.
- Set the schedule either to start immediately or select a date.
- From the Time Zone drop-down, select the time zone.
- From the Reoccurrence Type drop-down either Simple or Calendar.
- Set the schedule end either a number of times or select a date.
- From the Calendar of dates to exclude drop-down, select either None or New Year's Day.
- In the Parameters tab, keep the default settings.
- Click the Output Options tab.
- In the File name field, enter the name of the file.
- In the Description field, enter the purpose of the file.
- In the Formats area, check the XLSX checkbox.
These reports must be in the XLSX format so us to complete a restore.
- Click the Notifications tab.
- In the To, CC, and BCC fields, enter the email recipient's email address.
- In the Subject and Message fields, enter the content.
- Click the Create button.
Repeat for the next report.
Notes:
- Only the creator of the schedule can adjust it after creation.
- Reports will be delivered via email.
- Storage of the reports is the responsibility of the customer.
- We offers a service to store and restore data to a previous state using automated snapshots. Automated snapshots are saved to a customer’s SFTP directory for 6 months. Restore requests are made through a standard template and processed by us. For more information on this service, contact your Eptura Account Manager.