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Select Rooms on the Floor Plan and View or Change their Properties

When working with the floor plan, you may want to view the details of a room or set of rooms, and, if necessary, change their properties.

Accessing and editing room data from the floor plan offers a few advantages over doing so from the Rooms tab in the Space Console:

• You can select a set of rooms based on their visual representation in the floor plan; you do not need to know the room number or other properties of the room. For example, by working with the floor plan, you can choose a room based on its size or location on the floor.
• You can select a set of rooms that does meet a defined filter restriction.
• Once you have the selection of rooms, you can edit their properties all at once, as described below.

Select a Set of Rooms for Viewing, Exporting, or Editing

1. Load the Space Console and set to Space mode.
2. Load the floor plans that you want to work with.
3. If necessary, highlight the floor plans by a specific property. For example, if you want to work with departmental assignments, you may want to highlight the floor plans by department.
4. Create a selection of rooms by clicking on each room in the floor plan that you want to include in your selection set.
   • As you select rooms, ARCHIBUS outlines their borders in gray.
   • If you accidentally select a room, you can remove it from the selection set by clicking on the gray outline.
   • ARCHIBUS reports on the number of selected rooms and their total square footage in the area above the floor plan.
   • If you want to cancel the selection set and start over, click the Clear button, located above the floor plan.
5. When you are satisfied with the selection set, choose View/Edit Selected Rooms located in the floor plan ribbon. ARCHIBUS displays the Selected Rooms and Employees form listing key information about the rooms.
6. Move to the Rooms tab. (Note that you cannot control the fields that the form displays as you can when working with the Space Console's tabs.)
7.  You can now:
   • export the selected rooms to a Word document or Excel by choosing the appropriate command from Export button in the upper right corner. For information on exporting, see Exporting Space and Occupancy Data to Excel and Word.
   • edit a room. Select a room's check box, and ARCHIBUS lists the current values for this record in the area beneath the room list. You can edit any of these values as necessary. For information on completing the fields, see Completing Select Values Fields (Validated Fields) and Define Locations. When through with your edit, click Save and ARCHIBUS removes the edit fields from the form.
   • You can now select another room to edit, if you wish.
8. When you finish reviewing, editing, or exporting your rooms, click the Close button. ARCHIBUS returns you to the floor plan and cancels your selection set.

Edit Multiple Rooms at Once

An advantage of selecting rooms from the floor plan is that you can edit multiple rooms at once time. To do so:

1. Follow the above procedure through step 5 to select your rooms and access the Selected Rooms and Employees form.
2. On the Selected Rooms and Employees form, click the boxes for the rooms that you want to edit. To select all the rooms listed on the form, click the top selection box next to the field titles.
3. ARCHIBUS displays the fields and their current value in the bottom of the form. If the selected records do not have the same value for a field, ARCHIBUS enters "<varies>" as the value.
4. Edit the appropriate fields and click Save.
5. Close the Selected Rooms and Employees form.
6. ARCHIBUS returns you to the floor plan. If your edit affects the current highlights or labels, ARCHIBUS updates the floor plan's highlights and labels to reflect your change.
   

For example, suppose you highlight the floor plan by room type and notice that several workstation rooms appear to be over-sized. These rooms are classified incorrectly and really should be offices. You can re-categorize these rooms in one procedure.

1. Highlight the floor plan by room category.
2. Review the floor plan and look for workstations that appear to be oversized.
3. Select the oversized workstations and click View/Edit Selected Rooms.
4. In the resulting form, select all the rooms in the form by clicking the selection box next to the field titles.
5. Click the ellipses button for the Room Categories field and choose Office as the room category.
6. Click Save.
7. Click Close.
8. For the rooms that you selected, ARCHIBUS updates the highlight to reflect that these rooms are now categorized as offices.

Next Steps

• You can also work with the employees occupying rooms that you select. See Select Rooms on the Floor Plan and Change the Properties of Occupying Employees
• You may also wish to explore these methods of viewing rooms or changing their properties:
  • Edit Data Using the Space Console's Tabs
  • Change a Room's Category or Type Assignment (the Assign button)
  • Change a Room's Division or Department Assignment (the Assign button)
  • Delete a Room