View neighborhoods in Workplace Core
View existing neighborhoods with assigned spaces and user allocation.
Vorbereitungen
Role required: admin
Prozedur
- To view existing neighborhoods with assigned spaces and user allocation, navigate to All > Workplace Core > Neighborhood > All.
- Select a neighborhood, then add spaces from a group, cost center, or department, by selecting Assign spaces.
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On the form, fill in the fields.
Tabelle : 1. Workplace Task form Field Description Neighborhood Neighborhood name that the spaces are assigned to. Table By default, the following tables are available. - Cost Center/Department [sn_wsd_spcmgmt_location_cc_dept_map]
- Room [sn_wsd_core_room]
- Room [sn_wsd_core_room]
Filter Filter to show the number of matching records that match the conditions in the condition builder. The space planner can assign spaces in a neighborhood based on department, business unit, cost center, or group.
For more information about filters, see Filter condition builder.
State The space assignment request state moves from Open to Work in progress and then when spaces are assigned, the state moves to closed. Workplace task sub type - Append: Add this space to an existing list of spaces in a neighborhood.
- Remove all and replace: Available spaces are removed (already available spaces on the Spaces tab) from a neighborhood. Add new spaces that match the filter condition builder.
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Select Submit.
The Space Assignment Tasks related list shows the newly assigned space.
- To edit, select a space, change the required details, and select Update.
- After making the required changes, select Save.
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Assign users to spaces by selecting the User Assignment Rules tab.
You can also select All > Neighborhood > Assign Employees to assign a workplace user to a department, group, or cost center.
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Create a new user assignment task by selecting New.
On the form, fill in the fields.
Tabelle : 2. Neighborhood User Assignment Rule form Field Description Name Name of the user assignment rule. Neighborhood Neighborhood field. Select a neighborhood using the lookup list icon ( ) to search for available neighborhoods.
Building Building that the user is assigned to in a neighborhood. Only buildings that are part of a selected neighborhood can be selected. Floor Floors in a selected building. Table By default, the sys_user table is selected. User criteria reference various user fields (from the User [sys_user] table), such as department, cost center, and group.
Filter Add filter conditions using the condition builder to assign users to a cost center or department. For example: Cost center is Finance. Active Option to make users active in a neighborhood. -
Select Submit.
The employee is added (auto-assigned) to a selected neighborhood. Employees belonging to an indicated hierarchy (auto-assigned), or employees that are added manually (on demand) can interact with a neighborhood.
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Select the Execute User Assignments tab to trigger all assignment rules (users to added or removed space allocation) to this neighborhood directly.
Abbildung : 1. Neighborhood showing allocated spaces and users Hinweis:Neighborhood assignments are applicable if Neighborhood is selected as the group by or view by option in a scenario or building overview. Location assignments are applicable for all other options.By default, the Execute User Assignment scheduled job runs daily or weekly on an instance. You may want to run it for the first time directly. When you run the scheduled job for each user, a workplace profile record is created (if it's not in your instance already), and the neighborhood is assigned to that workplace profile.- When an employee is assigned to a neighborhood, a workplace profile is created.
- Neighborhoods are assigned to a workplace profile, even if an employee has multiple workplace profiles. All neighborhood assignments are done only on one workplace profile.
- An employee can be assigned to multiple neighborhoods. Each assignment is a separate record in the Workplace Profile Location Assignment Related list on the workplace profile form.
- The changes are captured in the execution details table and the changes are mentioned as type Allocation.
- If new spaces are assigned to a neighborhood, the spaces are updated in the neighborhood record.
- If spaces are removed from a neighborhood, the neighborhood record is updated when you run the execute user assignment task.
Workplace Profile records are updated, added, or removed. A move task is initiated for employees who have a new space allocation and who are moved from one floor to another.
- To create and manage a neighborhood in Workplace Central for a scenario, see Create a scenario.
- To view and reserve spaces in a neighborhood using the Reservation Management portal, see Create neighborhood reservations.
- Wahlweise: To add a user to the neighborhood, refer to Add a user to the neighborhood.