Create records for your workplace data

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • Create individual records of your workspaces, floors, office buildings, and workplace locations within the Workplace Core application. Either insert new data or add records to the existing workplace data.

    Vorbereitungen

    Ensure that you have the following details:
    • Workplace data for your organization.
    • Data of workspaces that can be marked as available.
    Wichtig:
    In the Workplace Service Delivery Suite, from Workplace Core version 2.5.3, the Space type (space_type) choice field is depreciated. After the upgrade, Space types are configured in the Space Type Configuration. The Space type (space_type) field is migrated as Space type (location_type) field in the Space table [sn_wsd_core_space]. Customers having customization on the depreciated Space type (space_type) field are advised to manually migrate their flow to use the new Space type (location_type) field. A new fix script, Populate Location Type from Space Type, is introduced to execute the schedule job, Populate location_type from space_type, on the Space table [sn_wsd_core_space] to migrate the depreciated Space type (space_type) field value to the new Space type (location_type) field.

    Role required: sn_wsd_core.admin

    Warum und wann dieser Vorgang ausgeführt wird

    If you have a small number of workspaces, you can enter information individually for each workspace down to the Spaces level.

    If you have many work sites, you might want to do the following:
    1. Create a skeleton of repeated global information.
    2. Add the individual spaces information in a spreadsheet.
    3. Import the spreadsheet into the application.

      For more information on importing, see Configuring spreadsheets to import workplace data.

    If you have floor plans, you can create records of data until the Buildings level. Uploading the floor plans loads the data of floors and of the spaces associated with these floors.

    Prozedur

    1. Navigate to All > Workplace Safety Management > Space Administration.
    2. Select the applicable module.
      Create the records in the following order:
      • Regions
      • Sites
      • Campuses
      • Buildings
      • Floors
      • Areas
      • Spaces

      For example, if you want to locations of your offices, select Sites.

    3. On the form, fill in the fields.
      Hinweis:
      • The visibility of some of the following fields depends on the module that you selected.
      • You can leave a field that does not apply to your organization empty.

      The fields on the form differ based on what module you selected. For example, the following form is for Building.

      Tabelle : 1. New record form
      Field Description
      Name Name of the workplace. Ensure that you enter a unique name. For example, if the Building field is set to 1C, and if the Space field is set to WST 1C 1601, then an appropriate value for the Name field can be 1C-16
      Hinweis:
      Do not use workplace locations with the same name because it affects the reservation process.
      Region Region where the office is located. If your organization is located at several regions, select that region where the office that you are adding is located.
      Site Location of the office campus. If there are several sites in a region, select that site where the office that you are adding is located.
      Campus Name of the campus where the office operates. If there are several campuses in a site, select that campus where the office that you are adding is located.
      Building Name of the office building for this workspace. If there are several buildings in a region, select that building where the office that you are adding is located.
      Floor Name or number of the floor where this workspace is present.
      Area Name of the area on the office floor.
      Space type Type of the office space. To configure a new space type, see Add a space type configuration.
      Active Option to indicate that this space is active.
      Is reservable Option to indicate that the spaces for this workplace entity are available for reservation.

      For example, if you do not mark a Building as reservable, then none the floors, areas, and spaces of this building would be available for reservation.
      Latitude Latitude of a campus or a building. The latitude is displayed in the Workplace Service Portal Location directory map.
      Longitude Longitude of a campus or a building. The longitude is displayed in the Workplace Service Portal Location directory map.
    4. Click Submit.

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