Instructor: This video will show you
how to access Space Survey.
From the Planon home screen,
expand the Space audit arrow
and click Space & occupancy survey.
The current fiscal year survey will be displayed
in the elements list.
Click on this survey.
In this case, this is the FY24 TEST SURVEY.
At the top, click Survey component.
This will give you a list of all the departments
that you're responsible for.
If I click on one of these departments,
I'm gonna choose 55036,
you'll see it in the center, in the data panel,
it'll give you the Department, the Owner,
and any Surveyor that is listed for the space.
You'll also see the Status
for this component is In Progress.
If I click Space & workspace,
this will give me a list of all of the rooms
tied to that component.
I'm gonna click on the first room,
which is Given C, C340A.
You'll see the icon.
That is the assigned status icon,
and it also indicates that it's assigned in the center.
The first thing you wanna do is change this to In Progress.
This will let you know that you are working on this room.
You'll see when I click that,
it changes in the center to In Progress,
and the icon also changes on the elements list.
I'm now gonna click on the Survey form in the action panel.
This is the form where you will
make your changes for Space Survey.
As you'll see, it has the room details,
the Start date of the survey,
the Space type, the Department and functions,
Principal investigators, and Occupants.
If there are no changes to this room,
simply click Save and Update.
This brings you back to your list of rooms.
Since this room's complete,
I wanna change this transition.
In the action panel, you'll click Completed by Surveyor.
This will bring up this error window.
You can close that.
And click on the Refresh list button in the elements list.
Once I click refresh,
I can go back to the Completed by Surveyor,
and it will change the User-defined status.
You'll see that goes to a check mark in the center,
in the data panel, and also on the elements list.
For this example, let's assume
that you clicked on each room and opened the survey form,
and saw that there were no changes.
You can select multiple rooms at once
and change the status from In Progress
to Completed by Surveyor.
I'm gonna hold the control key on my keyboard,
select these rooms.
In the data panel I'm gonna click Action on selection,
and I'm gonna click Completed by Surveyor.
Click OK.
And that successfully completed all of those rooms.
The system requires that you do this in order,
so a room needs to go from the Assigned status
to In Progress to Completed by Surveyor.
Once all your rooms are completed,
you can go back to the component level,
make sure that component is selected, 55036,
and you can change the status of the component
on the action panel to Completed.
This will send a notification
from the person doing the survey,
in this case, it'd be Sue Williams.
A notification will be sent to the owner, Eric Gagnon.
Eric could then review the spaces
and then click Approved once he's completed his review.
When the component is approved,
a notification will be sent
to planning, design, and construction,
and we will import the survey into the inventory.