WEBVTT 1 00:00:00.460 --> 00:00:02.070 This video will show you 2 00:00:02.070 --> 00:00:04.803 how to access the Space survey. 3 00:00:06.120 --> 00:00:07.920 In the navigation panel, 4 00:00:07.920 --> 00:00:10.290 click on Space audits 5 00:00:10.290 --> 00:00:13.143 and click on Space & occupancy survey. 6 00:00:16.320 --> 00:00:17.550 In the Elements list, 7 00:00:17.550 --> 00:00:20.973 the current fiscal year survey will be displayed, 8 00:00:21.930 --> 00:00:25.860 In this case, this is a FY24 Test Survey. 9 00:00:25.860 --> 00:00:27.213 I'm gonna click on that. 10 00:00:28.680 --> 00:00:31.473 At the top, click Survey component. 11 00:00:33.450 --> 00:00:35.490 This will list all the departments 12 00:00:35.490 --> 00:00:38.013 that are tied to your username. 13 00:00:39.540 --> 00:00:40.500 In this case, 14 00:00:40.500 --> 00:00:45.330 I'm seeing 11000, VP of Finance & Administration. 15 00:00:45.330 --> 00:00:46.593 I'm gonna click on that. 16 00:00:49.620 --> 00:00:52.863 I'm gonna click on Space & workspace. 17 00:00:55.140 --> 00:00:57.550 You'll see a list of all the rooms 18 00:00:59.340 --> 00:01:01.293 that are assigned to that department. 19 00:01:05.430 --> 00:01:07.560 Gonna click on a room, 20 00:01:07.560 --> 00:01:12.063 in this case, Waterman, Level 3, Room 350B. 21 00:01:15.217 --> 00:01:18.150 You'll see the user-defined status 22 00:01:18.150 --> 00:01:20.490 is currently set at Assigned. 23 00:01:20.490 --> 00:01:22.710 You want to change that to In Progress, 24 00:01:22.710 --> 00:01:24.963 so you know you're working on the space. 25 00:01:26.430 --> 00:01:30.390 It changes in the center on the Data panel, 26 00:01:30.390 --> 00:01:33.393 and you'll notice the icon also changes. 27 00:01:34.410 --> 00:01:39.410 Assigned has an arrow and a perpendicular line, 28 00:01:40.620 --> 00:01:44.583 and In Progress is just the arrow to the right. 29 00:01:47.370 --> 00:01:50.913 I'm now gonna click on my survey form in the Action panel. 30 00:01:52.680 --> 00:01:54.780 This opens the form. 31 00:01:54.780 --> 00:01:58.530 You'll see the space details, including the room number, 32 00:01:58.530 --> 00:02:00.660 the alternative room name, 33 00:02:00.660 --> 00:02:03.720 the building code and building description, 34 00:02:03.720 --> 00:02:05.763 the floor and the net area. 35 00:02:06.960 --> 00:02:09.240 You'll see common space usage details, 36 00:02:09.240 --> 00:02:11.310 including the start date, 37 00:02:11.310 --> 00:02:15.630 which this will be July 1st of the fiscal year 38 00:02:15.630 --> 00:02:17.883 that you're inventorying or surveying. 39 00:02:20.040 --> 00:02:25.040 You'll see a space type, which are your three-digit codes, 40 00:02:25.050 --> 00:02:27.333 space subcategory codes. 41 00:02:29.175 --> 00:02:32.070 You'll see department space usage details. 42 00:02:32.070 --> 00:02:36.270 This will list the departments that sit in the space, 43 00:02:36.270 --> 00:02:41.040 the percentage that they occupy, 44 00:02:41.040 --> 00:02:43.893 and their functional use codes, 45 00:02:46.530 --> 00:02:50.697 principle investigator, and then your occupants. 46 00:02:52.760 --> 00:02:54.180 In this first video, 47 00:02:54.180 --> 00:02:57.990 this will be when there are no changes to the space. 48 00:02:57.990 --> 00:03:02.883 If this looks good, simply click Save and Update. 49 00:03:05.310 --> 00:03:09.090 This brings you back to your list of rooms. 50 00:03:09.090 --> 00:03:13.053 You now want to change that status to Completed by Surveyor. 51 00:03:16.260 --> 00:03:18.003 You'll see you get this error. 52 00:03:19.260 --> 00:03:22.500 This is a known issue in Planon, 53 00:03:22.500 --> 00:03:27.500 so what you wanna do is click the Refresh list button. 54 00:03:31.140 --> 00:03:34.140 When I refresh it, it will now let me change 55 00:03:34.140 --> 00:03:35.853 to Completed by Surveyor. 56 00:03:37.503 --> 00:03:40.720 And you'll see the room now changes to a check mark 57 00:03:41.789 --> 00:03:46.323 on both the Elements list and in the Data panel. 58 00:03:48.060 --> 00:03:49.500 The next video will show 59 00:03:49.500 --> 00:03:51.753 how to make changes on the survey form.