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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

  1. Navigate to Insights > Schedule Reports.
  2. In the search bar, type space-right.
  3. Select the report to schedule.
  4. Click the Create Schedule + button. The Create a Schedule displays.

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The default settings are to run daily.

  1. Set the schedule either to start immediately or select a date.
  2. From the Time Zone drop-down, select the time zone.
  3. From the Reoccurrence Type drop-down either Simple or Calendar.
  4. Set the schedule end either a number of times or select a date.
  5. From the Calendar of dates to exclude drop-down, select either None or New Year's Day.
  6. In the Parameters tab, keep the default settings.
  7. Click the Output Options tab.
  8. In the File name field, enter the name of the file.
  9. In the Description field, enter the purpose of the file.
  10. In the Formats area, check the XLSX checkbox.

These reports must be in the XLSX  format so us to complete a restore.

  1. Click the Notifications tab.
  2. In the To, CC, and BCC fields, enter the email recipient's email address.
  3. In the Subject and Message fields, enter the content.
  4. 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.