Instructor: There are four reports
that you can run to assist you with the space survey.
A Pre-Survey Room Summary Report,
a Post-Survey Room Summary Report,
a Space Survey Progress Report,
and a Component Status Report.
Before you begin your survey,
you can run the Pre-Survey Room Summary.
That will give you a snapshot of the data
as it exists in the space inventory.
I'm going to select space audits.
Choose space and occupancy survey,
select the current survey,
click survey component.
This will list all the components
that are tied to your net ID.
In my case, I see all the departments.
For this example, I'm gonna choose my department, 11105.
I'm gonna click space and workspace,
ensure all the rooms are selected,
and then I'm going to click report on the action panel.
As you can see, the PDC - Space Survey Progress Report,
the PDC - Pre-Survey Room Summary Report,
and the PDC - Post-Survey Room Summary Report are available.
I'm going to click on the Pre-Survey Room Summary Report.
Click save as.
This report is designed to work as a PDF,
so I'm going to choose PDF.
You can leave these parameters as is, and click okay.
This will download the report.
You can open it, and as you can see,
this will give you the building, the floor, and the room.
It will tell you who the surveyor is,
who last modified the room,
and the date that the room was last modified.
This is a one room per page report, so as I scroll,
you can see each room displayed on a separate page.
Once you have gone through the survey form
and have surveyed all of your rooms,
you can run the PDC Post-Survey Room Summary Report.
For this example, I'm gonna choose a department
that has finished their survey.
I'm gonna select department 55020.
I'm going to click space and workspace.
Ensure all the rooms are selected.
There's only one room in this case.
Click report.
Click the Post Survey Room Summary Report.
Click save as, choose PDF, and click okay.
When I open this report, you'll see that
the headers are in gray as opposed to green.
That's just a way to differentiate the pre and post reports,
but you'll also see that the chart strings
are now visible on the post report.
The post-survey report can be useful if your dean
or director needs to review the changes you've made
before we submit your changes to the space inventory.
You can also run a report
that shows the Pre-Survey Room Summary
and the Post-Survey Room Summary on one report.
If I click on this report, PDC Survey Room Summary Report,
pre and post and click save as,
choose PDF, and click okay.
You'll see both the pre
and the post survey data is displayed.
The pre-survey data is in green,
and the post-survey data,
the data that you entered on the survey form, is in gray.
So this is a good comparison to see what changes were made.
The next report I'll show
is the Space Survey Progress Report.
This report can be run during your space survey
or at the end of your space survey
to see the status of each room.
I'm going to choose a department
that has a mix of different statuses.
I'm gonna choose 53050 for this example.
I gonna click space and workspace,
ensure all the spaces are selected, and click report.
I'm going to select PDC Space Survey Progress Report.
Click save as.
At the top, I'm going to choose XLSX: Data only.
This is designed to be a tabular report.
I'm going to select no for wrap text for Excel.
Click okay.
And when I open the report,
you'll see it's a tabular report in Microsoft Excel.
And this report will list the property code,
the property name, the floor, the room, the space type,
the status, who it was last modified by,
and the date it was last modified.
You'll see this component has several rooms
that are still in progress, some rooms that are assigned,
so they have not been changed to in progress yet.
Some rooms are completed by the surveyor.
Also, if there is a mismatch
between your functions and chart strings,
you will see a status of waiting on approval.
When you have completed your survey,
you want all of the statuses to be completed by surveyor.
The last report I'll show is the component status report.
So if I go back to survey component at the top,
this report's useful if you're at the dean's
or director's level and you wanna see the departments
that roll up to you,
if they have completed their surveys or not.
In my case, I see all the departments
and I'll just select all for the purpose of this example.
I'm going to click report
and you'll see the PDC Component Status Report.
I'm going to select that.
Click save as.
Choose XLSX: Data only.
Gotta select no on the wrap text and click okay.
So as you can see, I see all the departments here
and the status of these departments of those components.
So if you're at the dean's
or director's, you wanna make sure all of the departments
that roll up to you have completed their components.