Instructor: This video will show you
how to access the Space survey.
In the navigation panel,
click on Space audits
and click on Space & occupancy survey.
In the Elements list,
the current fiscal year survey will be displayed,
In this case, this is a FY24 Test Survey.
I'm gonna click on that.
At the top, click Survey component.
This will list all the departments
that are tied to your username.
In this case,
I'm seeing 11000, VP of Finance & Administration.
I'm gonna click on that.
I'm gonna click on Space & workspace.
You'll see a list of all the rooms
that are assigned to that department.
Gonna click on a room,
in this case, Waterman, Level 3, Room 350B.
You'll see the user-defined status
is currently set at Assigned.
You want to change that to In Progress,
so you know you're working on the space.
It changes in the center on the Data panel,
and you'll notice the icon also changes.
Assigned has an arrow and a perpendicular line,
and In Progress is just the arrow to the right.
I'm now gonna click on my survey form in the Action panel.
This opens the form.
You'll see the space details, including the room number,
the alternative room name,
the building code and building description,
the floor and the net area.
You'll see common space usage details,
including the start date,
which this will be July 1st of the fiscal year
that you're inventorying or surveying.
You'll see a space type, which are your three-digit codes,
space subcategory codes.
You'll see department space usage details.
This will list the departments that sit in the space,
the percentage that they occupy,
and their functional use codes,
principle investigator, and then your occupants.
In this first video,
this will be when there are no changes to the space.
If this looks good, simply click Save and Update.
This brings you back to your list of rooms.
You now want to change that status to Completed by Surveyor.
You'll see you get this error.
This is a known issue in Planon,
so what you wanna do is click the Refresh list button.
When I refresh it, it will now let me change
to Completed by Surveyor.
And you'll see the room now changes to a check mark
on both the Elements list and in the Data panel.
The next video will show
how to make changes on the survey form.