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<v Instructor>This video will show you how to make changes</v>

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on the space survey form.

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I'm gonna click a component, 55004.

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Click space and workspace. Select a room.

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Once again, change the status from assigned to in progress.

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Open the survey form on the action panel.

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The space details are listed, including the room,

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the property, the floor in the area.

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You'll see the start date,

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which is July 1st of the fiscal year.

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that you're surveying.

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Space type.

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These are your three digit space codes.

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To change these, click the select a value button.

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This brings up a list of codes.

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It has multiple pages that you can scroll through.

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To change the code

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simply click on one of the codes and click okay.

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And the system only allows one space type per room.

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Under departments, you can delete a department

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by clicking X, this X on the side.

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You can add a department by clicking the add department.

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Most department transfers will require a space request

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form, which is also located on the space survey webpage.

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But if you're at the dean's or director's level, you can add

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or delete departments that roll up to your unit.

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To add the department, I'm gonna select the value.

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You can search in the filter,

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or you can scroll through the pages.

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In this case, I'm gonna pick

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using the filter.

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I can choose department ID, I can do equals,

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and if you know the code, for example, I'm gonna choose

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55760, click search.

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That narrows that list down.

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There's the department, and then I'm gonna click okay.

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Planon has an assigned percentage evenly

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for these two departments.

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So if they're evenly distributed,

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I can click assigned percent evenly.

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Otherwise, you can click in the box

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and adjust the percentage.

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All the functions for each department have

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to add to a hundred.

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I'm gonna skip the add function use at this point,

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and I'm gonna skip the principal investigator

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and go right to the person, occupant details.

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I'm gonna add an occupant.

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You'll see there's already one in this room.

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I'm gonna add one to the radiology department.

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I'm gonna click add occupant.

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I'm gonna use the select value.

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Once again, you can use these search parameters.

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I'm gonna search last name.

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In this case we're gonna add Elizabeth Bonnie.

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I'll click search. There's my employee.

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I'm gonna click okay. That puts this employee in the space.

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One thing to keep in mind is that all employees

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for each department have to add to 100%.

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If you have multiple employees

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and multiple departments, you can use this sort

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by department feature

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and that will organize this grid in a better view.

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For this example, I'm gonna put 100%

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for Is PI,

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I'm gonna select yes

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and you'll see that automatically added it,

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added this employee to the PI.

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For the department, I'm gonna click the value.

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There's our two departments.

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I'm gonna choose 55760 and click okay.

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To add chart strings, there's three ways you can do it.

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You can click the add all chart strings button.

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That will bring in all the chart strings

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associated with the employee.

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Or you can click the add chart string

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and then click the select a value.

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And there's two options here.

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You can select from the available chart strings

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that are tied to this employee using

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the select value box,

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and this shows all

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of those chart strings associated with the employee.

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I'm just gonna pick one and I'm gonna click okay,

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Or if there was a new chart string that you need

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to create, you can click this radio button

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and type these in manually, or use the select values.

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Once all your chart strings are in,

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you can put their percentages in.

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For this example, I'm just gonna hit the assigned percentage

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evenly to make that a hundred percent.

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When I click on add function use,

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click select value, you'll see

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that the function associated with

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that chart string is selected.

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By default, the center radio button

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show only occupied is selected.

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If you click the show all,

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that shows all your two digit functions.

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But what's nice about Planon is

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that they made this connection

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so it connects the function with the chart string.

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So I'm gonna click that 22, organized research,

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and click okay.

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And that's at 100%.

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I'm gonna click save update,

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and this room is now completed.

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So once again, I'm gonna click the completed by surveyor.

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You'll see that brings up this box, so I want

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to click refresh.

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Click completed by surveyor. That room is complete.

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If there were any mismatches in your function

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and chart string,

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you would get a waiting on approval status here,

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and the space exception would be listed on the bottom.

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Financial and cost accounting services will review those.

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They'll either accept them

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and change the status to complete it if they're acceptable

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or they will contact you on how to properly

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fill out the function and chart strings.