Space & Occupancy Survey mobile app

Facility Manager Tasks

Prepare the space inventory and floor plans for download

In order to provide the device owner with a complete data set, the facility manager or Archibus Administrator must prepare the space data for download.

1. Using the Archibus Space Inventory application, Archibus Web Central, and the Smart Client Extension for AutoCAD, develop a complete a transaction-based room inventory that includes floor plan drawings with rooms defined.
2. If you wish to use the campus map feature, be sure to develop a site plan by using the Space / Space Inventory / Building Performance / Set Buildings command in CAD.
3. Use Web Central or Smart Client to complete the following fields which store the bitmaps that appear next to the site and building lists when viewed on the mobile device:
   • Site Photo field in the Sites table
   • Building Photo field in the Buildings table

4. Decide which types of plans you with to make available to mobile users in the Plan Types list by running Web Central's System / Mobile Apps Manager / Manage Plan Types task.
5. Use the Smart Client for AutoCAD to publish enterprise graphics for the floor plans and store these on the Web Central server. Be sure to enable an SVG-type publishing rule that displays layers that contain all the asset types for the types of floor plans (rooms, suites, hazmat, architectural, egress, and so on) that you wish to make available on the mobile device.

• To enable, disable, or change drawing publishing rules for mobile plans, use Web Central's System / Mobile Apps Manager / Edit SVG Drawing Publishing Rules task.
• For information on which Archibus tasks present these plans and from which tasks you should publish enterprise graphics, see System / Mobile Apps Manager / Select Plan Types.
• You should periodically publish the drawings as enterprise graphics so that the latest versions are available for download.

Enable staff to use the Space & Occupancy Survey mobile app

To enable the Space & Occupancy Survey mobile app for users, a facility must do the following for each user:

• Enable the user to use the mobile app by running the System / Archibus Administrators - Users and Security / Edit Users task and setting the Mobile Device Enabled? field for to "Yes."
• Make sure that the mobile users exist in the Archibus Users table and in the Employees table, and both the Archibus Users table and the Employees table record the same email address for this user.

• You must assign security groups to the SPAC-OCCUP-MOB role using the System / Archibus Administrators - Users and Security / Assign Security Groups to Roles task, and then assign the appropriate users to these roles. For information, see Configuring Archibus Mobile Apps - Archibus Administrator.