Workplace dashboard in Workplace Service Portal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Workplace dashboard in Workplace Service Portal

    The Workplace Dashboard within the Workplace Service Portal provides ServiceNow customers with a visual interface to analyze workspace capacity, track space requests and reservation trends, and monitor workplace maintenance tasks. Additionally, users can reserve spaces for employees or create maintenance tasks directly from the dashboard. Access to the dashboard is throughWorkplace Core > Dashboard, where filtering by region and site displays data for campuses in different tabs.

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    Important: For new customers using Workplace Core version 2.2 and later, the dashboard has been removed from the Workplace Service Portal and Service Portal. Customers on version 2.1 or below retain access after upgrades.

    Roles and Access

    The primary role required to utilize the dashboard effectively is snwsdcore.workplacemanager. This role enables workplace managers to:

    • Gain real-time visibility into workplace space utilization and cleaning activities.
    • Plan phased employee returns post-emergencies.
    • Monitor progress of workplace tasks across multiple office locations.

    Key Features and Data Visualizations

    The dashboard displays data relevant to the selected campus, including:

    • Today's capacity: Number of active workspaces available today.
    • Today's shifts: Number of shifts utilized in today’s reservations.
    • Today's reservable spaces: Active workspaces currently available for reservation.
    • Today's reservations: Count of active reservations for the day.
    • Reservations per day: Trend showing active reservations over the past seven days (reservations ending today or later).
    • Reserved spaces per day: Trend of reserved workspaces for active reservations starting today or later.
    • Reservable spaces per building: Bar chart breaking down reservable active workspaces by building on the campus.
    • Cleaning tasks for this campus: Single scores for unassigned and planned cleaning tasks, and a trend graph of cleaning tasks due in the next seven days grouped by task type.
    • Workplace requests for this campus: Single scores for pending requests and requests created today, plus a trend graph of daily workplace reservation requests.

    Practical Use

    The dashboard equips workplace managers to make informed decisions about space allocation, monitor cleaning and maintenance workflows, and respond promptly to workplace requests. It supports proactive management of office resources and helps facilitate safe and efficient workplace operations.

    Actions such as creating workplace reservations for employees or initiating ad hoc workplace tasks can be performed directly from the dashboard interface, streamlining operational processes.

    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.

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

    Important:
    For new customers, from Workplace Core (sn_wsd_core) version 2.2, 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.
    Figure 1. Workplace dashboard
    Workplace dashboard displaying example data

    End user and roles

    Table 1. Role required 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.