Workplace Services / Reservations / Develop Background Data

Setting Up the Reservations Application

In addition to developing facility background data, you must set various application parameters and configure your email. The information you set here applies to requests for meeting space made with the Reservations Console as well as requests made with Archibus Workplace or the Workplace Services Portal mobile app.

Develop background data

Facilities background data

Before using the Reservations application, you have to set up the facilities background data, including geographical, space and organizational background data tables. If you are an existing Archibus user with licenses for other applications, you probably have already developed most of the background data you need to get started.

Select each of the following tasks from the Reservations / Background Data process to complete the background data tables:

• Define Countries
• Define Locations (Sites, Buildings, Floors, Rooms)
• Define Organizations (Divisions and Departments)
• Define Vendors
• Define Trades
• Define Employees
• Define Visitors

Rooms

You have to define your reservable rooms and set up your room arrangements. See:

• Define Reservable Rooms and Configurations
• Define Room Arrangement Types
• Define Room Arrangements
• Define Room Standards

Resources

Define your resources. General resources include unique resources, limited resources, and unlimited resources. See:

• Define Resource Standards
• Define Fixed Resources
• Define General Resources

Configure Parameters

You have the options to configure parameters such as timeline blocks, timeline start and end times, and whether or not to send email notifications. See:

• Configuring Reservations Parameters

Configure Users and Email

• Define Users
• Assign Processes to Roles or Users
• Getting Started with Roles, Users, and Processes in System Management Help
• Set up Email Notifications
• Users, Employees, and Emails
• Set the Path for the Link to Reservation Details in Email Notifications
• Configure the Location Filters for the Outlook Plug-In
• Configure the Archibus Extension for Microsoft Exchange in System Management Help