Workplace dashboard in Workplace Service Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Workplace Dashboard in Workplace Service Portal

    The Workplace Dashboard in the Workplace Service Portal provides a visual analysis of workspace capacity, reservation trends, and maintenance tasks. Users can directly reserve spaces or create maintenance tasks from this dashboard. Access the dashboard by navigating to Workplace Core > Dashboard. Note that starting from Workplace Core version 2.2, the dashboard is removed for new customers, while those on version 2.1 or below can still access it after an upgrade.

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    Key Features

    • Real-Time Monitoring: Workplace managers can view live updates on space utilization and cleaning activities.
    • Data Visualizations: Displays various metrics, including today's capacity, shifts, reservable spaces, and active reservations.
    • Task Management: Offers insights into unassigned and planned cleaning tasks, as well as pending workplace requests.
    • Filter Options: Users can filter reports by region and site to display relevant campus data in separate tabs.

    Key Outcomes

    • Enhanced planning for the return of employees post-emergency through visibility into workspace utilization.
    • Improved monitoring of workplace tasks across different locations, facilitating efficient management.
    • Access to comprehensive data on reservations and requests, aiding in operational decision-making.

    Use the Workplace Dashboard from Workplace Service Portal to visually analyze the available workspace capacity, space request and reservation trends, and monitor the maintenance tasks of your workplace. You can also reserve a space for an employee or create a workplace maintenance task directly from this Workplace Service Portal page.

    To open the Workplace dashboard on the Workplace Service Portal, navigate to Workplace Core > Dashboard.

    Important:
    Starting with Workplace Core (sn_wsd_core) version 2.2, or new customers, the Dashboard is removed from the Workplace Service Portal and Service Portal. Customers using Workplace Core version 2.1 and below can still access the dashboard after an upgrade.

    Selecting a region and site in the filter at the top displays reports for available campuses in separate tabs.

    Figure 1. Workplace dashboard
    Workplace dashboard displaying example data

    End user and roles

    Table 1. Required roles based on goal
    End user and goal Required role Benefits
    Workplace manager: Needs clear visibility into the real-time status of the workplace space utilization and cleaning activities for shifts. sn_wsd_core.workplace_manager
    • Can plan for the phased return of employees to the workplace after an emergency situation
    • Can monitor progress of workplace tasks for various office locations

    Data visualizations

    The data displayed in visualizations corresponds to the selected campus.

    Table 2. Dashboard data
    Title Type Description
    Today's capacity Single score Single-score icon Number of active workspaces available today.
    Today's shifts Single score Single-score icon Number of shifts used in today's reservations.
    Today's reservable spaces Single score Single-score icon Number of active workspaces available to reserve.
    Today's reservations Single score Single-score icon Number of today's active reservations.
    Reservations per day Trend Trend over time icon Trend of the number of active reservations per day in the last seven days for which the end date is today or later.
    Reserved spaces per day Spline Spline trend icon Trend of the number of reserved workspaces per day for all reservations made in the last seven days that are active starting today or later.
    Reservable spaces per building Bar Bar graph icon Breakdown of active workspaces that are available to reserve for each building on the campus.
    Cleaning tasks for this campus
    Unassigned cleaning tasks Single score Single-score icon Number of active workplace tasks that are not assigned to anyone and not in the Closed state.
    Planned tasks Single score Single-score icon Number of active planned workplace tasks that are not yet closed.
    Cleaning tasks by day Trend Trend over time icon Trend of the number of active cleaning tasks per day for which the due date is between today and the next seven days, or for which no due date is defined. The tasks in this report are grouped by the workplace task type.
    Workplace requests for this campus
    Pending workplace requests Single score Single-score icon Number of workplace requests that are pending.
    Workplace requests created today Single score Single-score icon Total number of workplace reservation requests created by the employees today.
    Workplace requests by day Trend Trend over time icon Trend of the number of workplace reservation requests created per day.