Instructor: This video will show you
how to make changes on the survey form.
With my room selected,
Vodey Hall, level three, room 201C,
I'm gonna click on Survey form.
This opens the form.
You'll see the space details, the room number,
alternative room name, property, level,
and net area are on the top.
Common space usage details.
You'll see the start date,
which is July 1st of the fiscal year
that you're gonna be inventorying or surveying.
And then the space type,
which are your three digit space subcategory codes.
We ask you put one primary space type per room.
To change these,
click on the Select a value button.
This brings up a list.
You'll see there's several pages
of the three digit codes.
And to get a description of these codes,
go to the Space Survey homepage,
click on Room use definitions.
We're gonna change that
to match the plan on nomenclature.
So this will be called space type definitions.
And this opens our FICM manual.
It gives you an outline of the codes,
and then a detailed description of each code.
You'll see there's departments listed in the space.
And to delete a department,
I just clicked on that X.
We ask that you only add or delete departments
if you are at the dean or director level,
and you wanna add or delete a department
that rolls up to your college or division.
All other department changes
will require a space transfer request.
That space request form
is also on the Space Survey homepage.
To add a department,
click Add Department.
I'm gonna select a value.
And you can do type the code in if you know it,
or you can search in the filter.
I'm gonna put 54020 in.
And you'll see Planon has an Assign % evenly button
if these are a 50/50 distribution.
If they're not 50/50,
you can type in the percentages.
I'm gonna leave the function code alone for now,
and I'm gonna go into the Person/Occupant details
and added an employee first.
And you'll see how employee chartstrings
are tied to the functions.
So if I click Add Occupant,
I'm gonna go to my occupant
and I'm gonna search by last name in this case,
or you can search by Net ID if you know that.
If you just choose these parameters here,
by email, I'm gonna use last name.
Gotta click the search.
I'm gonna select this employee, click Ok.
I'm gonna put no for PI.
Under Department, you'll see
when I select the two departments we added show up,
so I'm gonna pick the 54020.
For my percentage, I'm gonna put 100%.
For chartstring, gotta click Add Chartstring.
Click the Select a value button.
And under Employee chart strings,
when I select this Select a value,
you'll see a list of chart strings shows up
that are tied to that employee we just added,
so you don't have to scroll through the entire list.
I'm gonna choose this one, this 311.
Click Ok.
For the sake of this example,
I'm just gotta hit Assign % evenly,
but you can put your percentages in
over on the right.
So I'm just gonna click this for the example.
Now, when I go up to my function,
it's gonna know which functions
are associated with that chart string.
So when I click Add Function,
click on my Select a value,
you'll see the center radio button
is selected by default.
That's Show only occupied.
So this chart string is tied to that,
or this function, this two digit function,
Organized Research is tied to that chart string.
I'm gonna click that
and click Ok.
And each one of these has to add up to 100.
That's 100%.
When I'm done with the space,
I'm gonna click Save and Update.
This brings me back to my list of rooms.
You wanna change this status to Completed by Surveyor.
But to do that,
you first wanna hit the refresh button on the left.
That refreshes my list,
and now that room is waiting on approval.