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Quick-Start / Space

Find the Data and Floor Plans that you Need

To help you find the data that you require, use the Space Console's Location Filter to restrict the data displayed by the Space Console. You can filter on many properties, such as vacancy, capacity, room size, department assignment, floor, room number, and so on.

When you set a filter, you receive data pertaining to the locations that match your search criteria. For example, if you set a restriction for a specific department, the Space Console displays only:

• floors containing rooms assigned to this department
• rooms assigned to this department
• employees located in rooms assigned to this department
• room categories and types of rooms that are assigned to this department.

Tip: If you want to search for employees regardless of their room location, you can you the Smart Search console located in the Employees tabs. For information, see Finding Employees and Rooms with Smart Search.

Once you set a location filter, the system updates:

• the list of floor plans to show only those floors whose rooms meet the restriction you specified.

• the list of data in the tabs at the bottom of the Space Console. If you wish to show all the data for these tabs, clear the Restrict To... option, which is automatically selected.

The restriction stays in effect as you switch between Space and Occupancy modes, or between the Space Console's tabs. For example, the image below shows a restriction to the BOSMED building.

The Location Filter includes a More button which expands the filter to display additional options.

• To display the additional filter options, click the More button.
• To hide these options from the Location Filter, choose the Less button.

Once you set your filter, you may wish to hide the filter panel (which also includes the floor plan list) so that you have more room to display data. To do so, choose the triangle-shaped button above the filter options.

Basic procedure

To set a filter:

1. Clear any previous filter with the Clear button.
2. Complete the filter's options as desired. The more options you set, the narrower your search.
3. Click the Filter button.
4. The system updates the floor plan list and the tabs to show only those values connected to rooms that meet the description.

The below sections outline the behaviors of the Locations Filter. You can experiment with combining several options to restrict data according to your needs.

Complete the fields on which you want to search

The Location Filter offers several fields for entering your search criteria, such as Department, Floor, and Employee. Before you set a filter, each field displays its label within the text entry box so you know what information the field holds. Once you complete the field, your selected value replaces the label.

You must complete these fields with one or more existing values. For example, it does not make sense to filter by a department that does not exist in your facility.

There are a few ways to complete the filter fields:

• In the filter's field, click in the field to activate the cursor and then type in an existing value. For example, if you know the name of the building that you want to filter on, simply click in the Buildings field and type the name of the desired building.
• Access a list of existing values by clicking on the blue ellipses button, and choosing a value from the resulting list. For example, to filter by department, click the ellipses button for the Department field. The system displays the Select Value form listing all the existing departments. Select a value from this form by clicking its selection box. Click "Save Selected" to close the Departments form, and the filter now displays the department you selected.
• Note that you can choose multiple values from the Select Values form by clicking the selection boxes for these items. For example, suppose there is a corporate reorganization and three employees are switching to a new department. With one query, you can find the rooms of these three employees by filtering on Employee. On the Employees form, select the check boxes of all three employees and click Save Selected.
  
  On the Space Console, the filter field displays as many of these values as it can fit; you can mouse over the form to see the complete list .
  
  

Suppose you want to clear a value that you entered in the field, but you don't want to clear the entire filter. Follow this procedure:

1. For the desired field, click in the text entry box to activate the text cursor.
2. Use the Backspace key to delete the characters.
3. Click outside the text entry box and the system now displays the field's label for this field.

For complete information on completing Select Value fields, see Completing Select Values Fields (Validated Fields).

Search for rooms by occupancy

Often, you will want to perform a simple query showing vacant rooms. For this reason, "Vacant Only" is included in the main part of the filter. You can access other occupancy settings with the More button. Note that Vacant is included in this additional set of options as well so that you can search for vacant rooms combined with other occupancy settings; if you set Vacant Only, the system automatically completes Vacant under the Occupancy options.

Search for unassigned rooms

You can locate rooms that are not assigned to divisions or departments, or whose use is not specified (room category/type) by using the Unassigned option of these classifications. For example, when allocating space to your organization, you will want to know the rooms not yet assigned to a division or department. Likewise, you will want to know which rooms are not yet specified for use and do not have a room category or type assigned to them.

Search for floors and their rooms by room count or area

Whereas the other options are based on rooms that meet the search criteria, when you use the Room Count or Total Area options you are searching for floors that meet the specified criteria. With these options, the system completes the Floor Plan List with the floors that match the Room Count or Total Area that you enter. Then, the tabs list information for the rooms contained on these floors.

For example, suppose you set a filter for a Room Count greater than 205. The system presents floor BOSMED-02 (which has a room count of 206) in the floor plan list. The Rooms tab lists all rooms for BOSMED-02, and the Room Categories and Organization tabs lists the properties for rooms in BOSMED-02. The Employees tab lists the employees located in rooms in BOSMED-02.

Similarly, suppose you search for floors that have a total area greater than 44,000 feet. The system presents floor BOSMED-01. The Rooms tab lists all rooms for BOSMED-01, and the Room Categories and Organization tabs lists the properties for rooms in BOSMED-01. Similarly, the Employees tab lists the employees located in rooms in BOSMED-01.

Note that the Total Area option refers to the total Room Area of each floor which is displayed as Room Area in the floor plan list; this option does not refer to the Room Area of each room.

Use a previously-entered filter

You may have recently set a filter and want to use it again. Click the Recent option at the top of the Locations Filter, and you receive a list of previous filters that you have set. Select a filter from this list, and the system completes the filter options with these values and displays the corresponding results.

Next steps

Continue your exploration of the Space Console with Display Floor Plans and Floor Information and Review Organization, Room Category, Room, and Employee Information (the Space Console's tabs).