Space / Occupancy / Client / Request Individual Move (Transactional)

Choosing the Destination Room from a Floor Plan Drawing

If you are running the Request Individual Move task, you can choose to select the destination room (the room to move to) by choosing it from a form, or choosing it from the floor plan drawing.

Procedure

  1. From the Request Individual Move task/Detailed Request Information tab, choose Show Floor Plan.
  2. The system presents the Select Assignment from which you can select a floor plan drawing.
  3. The form presents a filter console, and a drill-down tree for selecting the floor plan.
  1. In the left panel, drill down to select the floor plan.
  2. The system displays the floor plan with its room numbers. You can optionally display additional labels by choosing the desired option from the Labels button above the floor plan drawing.
  1. Examine the floor plan. The system highlights available rooms for this employee, based on criteria described below. All rooms not meeting this criteria are displayed in gray. The legend to the right of the drawing indicates the highlight color for each status. A room is considered to be available to an employee if it:

Note: If you have access to the Space Manager process, your drawing will show the status of all rooms on the floor. You will be able to assign employees to over-capacity and at-capacity rooms, as well as rooms that do not match the employee standard of the employee being placed. This approach provides the Space Manager with flexibility in temporarily placing employees until more space becomes available.

  1. On the floor plan drawing, select the a room for this employee. If you wish, you may first hover over it to see its details. Once you click on it, the system displays a yellow highlight and updates the Assignments form to include this room in the "To" location fields. If you change your mind, simply select another room in the drawing.
  1. When you are satisfied with your assignment, choose the Save and Close button located above the assignment.
  2. The system moves you to back to the Request Individual Move task / Detailed Information pane. The selected room is listed as the To Location.
  3. Go back to the Request an Individual Move topic for information about finishing your move request.