Workplace dashboard in Workplace Service Portal
Summarize
Summary of Workplace dashboard in Workplace Service Portal
The Workplace Dashboard in the Workplace Service Portal provides a visual and interactive way to analyze workspace capacity, monitor space request and reservation trends, and track workplace maintenance tasks. It enables workplace managers to efficiently oversee real-time utilization and cleaning activities across multiple office locations. Users can also create workplace reservations or maintenance tasks directly from the dashboard.
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To access the dashboard, navigate to Workplace Core > Dashboard within the Workplace Service Portal. Note that starting with Workplace Core version 2.2, the dashboard is removed from both Workplace Service Portal and Service Portal, but customers on version 2.1 and below retain access after upgrades.
Roles and Access
The primary user of the dashboard is the workplace manager who holds the snwsdcore.workplacemanager role. This role grants visibility into space utilization and cleaning activities, helping plan phased employee returns and monitor workplace tasks across locations.
Dashboard Features and Data Visualizations
The dashboard displays data specific to the selected campus, with multiple tabs representing different campuses. Key data visualizations include:
- Today's Capacity: Number of active workspaces available today.
- Today's Shifts: Number of shifts used in today's reservations.
- Today's Reservable Spaces: Number of active workspaces available for reservation.
- Today's Reservations: Number of active reservations for today.
- Reservations per Day (Trend): Trend of active reservations over the past seven days with end dates today or later.
- Reserved Spaces per Day (Spline Trend): Trend of reserved workspaces starting today or later for the last seven days.
- Reservable Spaces per Building: Breakdown of reservable workspaces by building within the campus.
- Cleaning Tasks for this Campus: Includes unassigned cleaning tasks (active and not closed), planned tasks (active and not closed), and a trend of active cleaning tasks for the upcoming week or without due dates, grouped by task type.
- Workplace Requests for this Campus: Single scores for pending requests and requests created today, plus a trend of requests created per day.
Practical Use
Workplace managers can leverage these visual insights to optimize space utilization, manage cleaning schedules, and respond to workplace requests effectively. The ability to create workplace reservations or maintenance tasks directly from the dashboard streamlines operational workflows.
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 .
Selecting a region and site in the filter at the top displays reports for available campuses in separate tabs.
End user and roles
| 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 |
|
Data visualizations
The data displayed in visualizations corresponds to the selected campus.
| Title | Type | Description |
|---|---|---|
| Today's capacity | Single score  |
Number of active workspaces available today. |
| Today's shifts | Single score |
Number of shifts used in today's reservations. |
| Today's reservable spaces | Single score |
Number of active workspaces available to reserve. |
| Today's reservations | Single score |
Number of today's active reservations. |
| Reservations per day | Trend  |
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  |
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  |
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 |
Number of active workplace tasks that are not assigned to anyone and not in the Closed state. |
| Planned tasks | Single score |
Number of active planned workplace tasks that are not yet closed. |
| Cleaning tasks by day | Trend |
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 |
Number of workplace requests that are pending. |
| Workplace requests created today | Single score |
Total number of workplace reservation requests created by the employees today. |
| Workplace requests by day | Trend |
Trend of the number of workplace reservation requests created per day. |