WEBVTT 1 00:00:01.350 --> 00:00:02.700 This video will show you 2 00:00:02.700 --> 00:00:05.460 how to access Space Survey. 3 00:00:05.460 --> 00:00:08.070 From the Planon home screen, 4 00:00:08.070 --> 00:00:10.480 expand the Space audit arrow 5 00:00:11.340 --> 00:00:13.863 and click Space & occupancy survey. 6 00:00:16.140 --> 00:00:19.470 The current fiscal year survey will be displayed 7 00:00:19.470 --> 00:00:20.610 in the elements list. 8 00:00:20.610 --> 00:00:22.530 Click on this survey. 9 00:00:22.530 --> 00:00:26.013 In this case, this is the FY24 TEST SURVEY. 10 00:00:27.210 --> 00:00:29.883 At the top, click Survey component. 11 00:00:32.250 --> 00:00:35.456 This will give you a list of all the departments 12 00:00:35.456 --> 00:00:37.383 that you're responsible for. 13 00:00:39.150 --> 00:00:42.330 If I click on one of these departments, 14 00:00:42.330 --> 00:00:45.303 I'm gonna choose 55036, 15 00:00:47.340 --> 00:00:51.090 you'll see it in the center, in the data panel, 16 00:00:51.090 --> 00:00:54.960 it'll give you the Department, the Owner, 17 00:00:54.960 --> 00:00:58.893 and any Surveyor that is listed for the space. 18 00:00:59.940 --> 00:01:01.500 You'll also see the Status 19 00:01:01.500 --> 00:01:03.813 for this component is In Progress. 20 00:01:05.430 --> 00:01:07.833 If I click Space & workspace, 21 00:01:08.790 --> 00:01:12.750 this will give me a list of all of the rooms 22 00:01:12.750 --> 00:01:14.283 tied to that component. 23 00:01:16.770 --> 00:01:18.603 I'm gonna click on the first room, 24 00:01:20.130 --> 00:01:23.220 which is Given C, C340A. 25 00:01:23.220 --> 00:01:24.903 You'll see the icon. 26 00:01:26.550 --> 00:01:29.613 That is the assigned status icon, 27 00:01:29.613 --> 00:01:32.523 and it also indicates that it's assigned in the center. 28 00:01:33.420 --> 00:01:36.960 The first thing you wanna do is change this to In Progress. 29 00:01:36.960 --> 00:01:40.083 This will let you know that you are working on this room. 30 00:01:41.700 --> 00:01:43.920 You'll see when I click that, 31 00:01:43.920 --> 00:01:46.230 it changes in the center to In Progress, 32 00:01:46.230 --> 00:01:49.593 and the icon also changes on the elements list. 33 00:01:51.270 --> 00:01:54.843 I'm now gonna click on the Survey form in the action panel. 34 00:01:58.230 --> 00:02:00.000 This is the form where you will 35 00:02:00.000 --> 00:02:02.373 make your changes for Space Survey. 36 00:02:03.960 --> 00:02:06.933 As you'll see, it has the room details, 37 00:02:07.800 --> 00:02:09.543 the Start date of the survey, 38 00:02:10.530 --> 00:02:15.090 the Space type, the Department and functions, 39 00:02:15.090 --> 00:02:18.303 Principal investigators, and Occupants. 40 00:02:20.490 --> 00:02:22.833 If there are no changes to this room, 41 00:02:24.210 --> 00:02:26.073 simply click Save and Update. 42 00:02:28.830 --> 00:02:31.323 This brings you back to your list of rooms. 43 00:02:32.250 --> 00:02:33.810 Since this room's complete, 44 00:02:33.810 --> 00:02:36.243 I wanna change this transition. 45 00:02:37.380 --> 00:02:41.163 In the action panel, you'll click Completed by Surveyor. 46 00:02:42.030 --> 00:02:44.250 This will bring up this error window. 47 00:02:44.250 --> 00:02:45.723 You can close that. 48 00:02:46.620 --> 00:02:50.613 And click on the Refresh list button in the elements list. 49 00:02:52.980 --> 00:02:54.450 Once I click refresh, 50 00:02:54.450 --> 00:02:58.050 I can go back to the Completed by Surveyor, 51 00:02:58.050 --> 00:03:00.660 and it will change the User-defined status. 52 00:03:00.660 --> 00:03:03.993 You'll see that goes to a check mark in the center, 53 00:03:05.079 --> 00:03:07.653 in the data panel, and also on the elements list. 54 00:03:11.160 --> 00:03:13.320 For this example, let's assume 55 00:03:13.320 --> 00:03:16.920 that you clicked on each room and opened the survey form, 56 00:03:16.920 --> 00:03:19.230 and saw that there were no changes. 57 00:03:19.230 --> 00:03:22.950 You can select multiple rooms at once 58 00:03:22.950 --> 00:03:25.410 and change the status from In Progress 59 00:03:25.410 --> 00:03:27.600 to Completed by Surveyor. 60 00:03:27.600 --> 00:03:30.120 I'm gonna hold the control key on my keyboard, 61 00:03:30.120 --> 00:03:31.773 select these rooms. 62 00:03:33.660 --> 00:03:36.873 In the data panel I'm gonna click Action on selection, 63 00:03:38.070 --> 00:03:40.743 and I'm gonna click Completed by Surveyor. 64 00:03:41.790 --> 00:03:42.993 Click OK. 65 00:03:45.480 --> 00:03:49.800 And that successfully completed all of those rooms. 66 00:03:49.800 --> 00:03:53.490 The system requires that you do this in order, 67 00:03:53.490 --> 00:03:57.120 so a room needs to go from the Assigned status 68 00:03:57.120 --> 00:03:59.853 to In Progress to Completed by Surveyor. 69 00:04:05.670 --> 00:04:08.310 Once all your rooms are completed, 70 00:04:08.310 --> 00:04:10.593 you can go back to the component level, 71 00:04:12.720 --> 00:04:16.743 make sure that component is selected, 55036, 72 00:04:17.580 --> 00:04:20.010 and you can change the status of the component 73 00:04:20.010 --> 00:04:22.113 on the action panel to Completed. 74 00:04:24.030 --> 00:04:26.340 This will send a notification 75 00:04:26.340 --> 00:04:28.290 from the person doing the survey, 76 00:04:28.290 --> 00:04:30.243 in this case, it'd be Sue Williams. 77 00:04:32.160 --> 00:04:35.613 A notification will be sent to the owner, Eric Gagnon. 78 00:04:37.440 --> 00:04:39.910 Eric could then review the spaces 79 00:04:40.770 --> 00:04:45.453 and then click Approved once he's completed his review. 80 00:04:49.620 --> 00:04:51.630 When the component is approved, 81 00:04:51.630 --> 00:04:53.190 a notification will be sent 82 00:04:53.190 --> 00:04:55.320 to planning, design, and construction, 83 00:04:55.320 --> 00:04:59.133 and we will import the survey into the inventory.