Configure Workplace entity and entity types

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Configure Workplace entity and entity types

    This topic guides ServiceNow customers on configuring workplace entities and entity types to model their organization's business hierarchy. By setting up these entities, you can allocate workplace locations aligned with specific business units, enabling structured management of space and resources.

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    The Workplace Core applications allow classification of workplace locations by cost center, department, and workplace entity. This setup helps create parent-child hierarchies that mirror your organization's business structure, facilitating efficient space utilization and management.

    Key Features

    • Business hierarchy creation: Define entity types (e.g., Business Units, Marketing Units) and workplace entities (e.g., ITSM, Facilities) to build a structured business hierarchy.
    • Hierarchy-based space management: Allocate space based on entity levels, visualize allocations on stack plans and floor maps, and understand parent-child relationships for spaces.
    • Entity type ordering: Set the hierarchy order by assigning numerical values to entity types; lower numbers represent higher hierarchy levels.
    • Push down functionality: Apply changes from a parent workplace entity to its child entities, ensuring consistent configurations.
    • Activation controls: Activate or deactivate workplace entities, with deactivation cascading to child entities; activation requires the parent entity to be active.
    • Filtering and direct actions: Easily filter workplace locations by entity and perform bulk or individual actions aligned with business units.

    Practical Application

    As a workplace manager, you can use these configurations to:

    • Manage space allocations according to business needs and entity hierarchy levels.
    • Visualize and control space consumption across different business units using dashboards like Space Optimization.
    • Maintain an accurate representation of your organization's workplace structure for better resource planning and utilization.
    • Perform hierarchical updates efficiently using the push down option, ensuring consistency across related entities.

    Important Considerations

    • Workplace entities cannot be used to create scenarios; they are for space administration and visualization purposes only.
    • Workplace entities must have an active parent to be activated themselves.
    • Deactivation of a workplace entity deactivates all its child entities automatically.

    Next Steps

    • Create entity types tailored to your organization's structure.
    • Add workplace entities and assign them to appropriate entity types and parents to build your hierarchy.
    • Use filtering, activation, and push down features to manage workplace locations effectively.
    • Review related tasks such as importing workspace data, configuring space types, and managing workplace shifts and reservations.

    Create a business hierarchy based on your organization's businesses. Allocate workplace locations based on the business to which they are associated with. Configure workplace entity types and workplace entities to create the structure. For example, add entity types such as Business Units, Marketing Units, and associate workplace entities such as ITSM, Facilities, and more under them.

    The Workplace Core applications enable you to classify your workplace locations based on their cost center, department, and workplace entity. The workplace entity-based allocation helps you in create an organized business structure where you can configure parent-child-based hierarchies and manage various workplace-related activities. You can create a structure exactly as your organization's business by configuring workplace entity types and workplace entities. You can associate locations based on the business to which they are associated with.

    As a workplace manager, you can manage space allocations based on their entity levels that is set and ensure proper space utilization according to business. You can visualize data on the stack plan and floor map based on the workplace entities that you’ve configured. You can view the space allocations of a building based on workplace entities. At any time, you can select a space and know its hierarchy level, that is, the details of its parent and child if present. This business-based hierarchy model, that is, workplace entity-based allocation, enables you to control the space consumption of each business in your organization. The Space Optimization dashboard also enables you to visualize data based on the different workplace entities configured. For more information about how workplace entities and other allocations work, refer to Allocation - types, setting, and impact.
    Important:
    You cannot create a scenario based on workplace entities. You can only view and make map based space administration for workplace entities.

    At any time, you can filter your workplace locations and perform various actions easily on these entities directly. The application enables you to specify an order to each entity type based on which a hierarchy is set. For a parent-child hierarchy, you can also perform direct actions on a parent if you want to implement the same throughout its child entities.

    With the hierarchy-based configuration, you can perform the following actions:
    • You can create various entity types and set their level using the entity-mapping options. When you create workplace entities, you can assign them to these entity types.
    • You can set the order of an entity type based on its level in the hierarchy. The lower the order, the higher the entity type is set in the hierarchical structure. The lowest ordered entity type is set in the highest level in the hierarchy. For example, if you set ABC with order 1000 and XYZ with order 600 then XYZ is placed on top in the hierarchy level and ABC is set to lowest.
    • At any time, you can use the Push down option if you want to push down the workplace entity to child locations. For more information about how an allocation works, refer to Allocation - types, setting, and impact.
    • You can activate or deactivate a workplace entity. Deactivating a workplace entity also deactivates the child workplace entity.
      Important:
      You can not activate a workplace entity if the parent is inactive.