Archibus SaaS / Reservations / Background Data - Facilities

Develop Background Validating Data for Reservations

Before using the Reservations module, you must enter background data about the facility, including geographical, space, and organizational background data tables, as well as configurations for reservable rooms.

Background data

If you are an existing Archibus user with licenses for other modules, you probably have already developed much of this data.

• Define Countries
• Define Locations (Sites, Buildings, Floors, Rooms)
• Define Organizations (Divisions and Departments)

 

• Define Vendors
• Define Trades
• Define Employees
• Define Visitors

Room information

Define your reservable rooms and set up your room arrangements. For information on defining rooms that be reserved as working space (hotelable rooms) or meeting space, see Set up the Reservations Module.

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

Resources

Define resources that can be reserved for meeting spaces and working spaces.

• When reserving meeting spaces, you can search for meeting rooms based on their associated resources.

• When booking a working spaces with Create Booking or the Workplace self-service portal, you can check if unlimited resources are available for a selected room.

• When booking a working spaces with the Workplace self-service portal, you can check if fixed resources, such as a sit-stand desk, are available for a selected room. This feature is not available for the Create Booking task.

• See Resource Types (Concept)

Tasks:

• Define Resource Standards
• Define Fixed Resources (meeting rooms)
• Define Room Amenities for Hotelable Rooms
• Define Resources -- Define unique resources, limited resources, and unlimited resources. Unlimited resources can be used for meeting rooms and working spaces; unique and limited resources are used for meeting room reservations only.