Workplace dashboard in Workplace Service Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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 interface to analyze workspace capacity, reservation trends, and maintenance tasks within your workplace. It enables you to monitor workspace utilization, manage space reservations, and oversee workplace maintenance activities efficiently. Users can also create reservations and maintenance tasks directly from the dashboard.

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    To access the dashboard, navigate within the portal to Workplace Core > Dashboard, then select the desired region and site to view reports for different campuses in separate tabs.

    Important: From Workplace Core version 2.2, the dashboard is removed from the Workplace Service Portal. Customers on version 2.1 or below retain access post-upgrade.

    Roles and Access

    The primary role required to use the dashboard is snwsdcore.workplacemanager. This role is essential for workplace managers who need:

    • Real-time visibility of workspace utilization and cleaning activities per shift.
    • Capabilities to plan phased returns of employees after emergencies.
    • Monitoring progress of workplace tasks across office locations.

    Dashboard Data and Visualizations

    Data displayed is specific to the selected campus. Key data points and 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 to reserve.
    • Today's Reservations: Number of active reservations for the day.
    • Reservations per Day: Trend of active reservations over the past seven days.
    • Reserved Spaces per Day: Trend of reserved workspaces active starting today or later.
    • Reservable Spaces per Building: Bar chart showing available workspaces by building.
    • Cleaning Tasks for Campus: Includes unassigned active cleaning tasks, planned tasks not yet closed, and trends of cleaning tasks due within seven days.
    • Workplace Requests for Campus: Includes counts of pending requests, requests created today, and trends of requests created daily.

    Practical Use

    The dashboard allows workplace managers to:

    • Make informed decisions about space utilization and employee workspace allocation.
    • Track cleaning and maintenance activities to ensure workplace readiness and safety.
    • Create workplace reservations for employees and initiate maintenance tasks directly.

    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.