FM:Interact - Alternative Workspace Setup and Navigation · 3/12/2014 · 2 FM:Interact - Alternative Workspace Setup and Navigation Administrator Tasks The FM:Interact administrator,

FM:Interact - Alternative Workspace Setup and Navigation

Document Release Date: 02/05/2014

Edition: 1

1 FM:Interact - Alternative Workspace Setup and Navigation

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Administrator Tasks The FM:Interact administrator, completes the following tasks to support Alternative Workspace (AWS):

Ensure those users who will work with Alternative Workspace (AWS) are assigned the Space Management Power User designation

Ensure Views associated with Alternative Workspace (AWS) are permissioned to the proper roles. o Zone Type o Workspace Zones o Zone Scope o Alternate workspace to people

Ensure Graphic views associated with Alternative Workspace (AWS) are permissioned to the proper roles. o Occupancy Zone

Lesson Objectives Upon completing this lesson, you will be able to:

Define what is Alternative Workspace (AWS)

Define key terms and concepts associated with Alternative Workspace (AWS)

Outline the process for implementing Alternative Workspace (AWS)

Demonstrate how to setup: o Zone Types o Workspace Zones o Assign Rooms/Seats to a Workspace Zone o Assign people to a Workspace Zone


Lesson Introduction To implement Alternative Workspace

(AWS), there are specific tasks performed

within FM:Interact.

Before you Begin: Vacate the rooms

where you plan to place the Workspace

Zone.

Activity Scenario

You are a Space Planner with Power User

privileges for the Space Management

Module and you are trying to increase

your space utilization for three of your

departments: Marketing, R&D, and

Admin- FacOps.

You have decided that you are going to

implement an Alternative Workspace

Strategy for these departments since their

employees are traveling frequently or

working from home on a regular basis and

do not always need a permanent seat

assignment.

Process:

Below are the stages for establishing alternate workspaces:

Stage Description

1 Establish Zone Types. NOTE: FM:Interact currently supports only one zone type called “Occupancy Zone.” You can change the name of the zone type.

2 Establish Workspace zones. For example:

Marketing Pod

Sales Pod

R&D Pod

Technical Support Pod

Consulting Pod

Training Pod

3 Establish Zone Scopes (if necessary)

4 Assign rooms to Workspace Zones.

5 Assign people to Workspaces.

What’s Next? Next are the detailed procedures you complete within FM:Interact to establish

Alternative Workspace (AWS)…


Activity 1: Establishing Alternative Workspace

Step 1: Create or Verify the Occupancy Zone Exists in FM:Interact

In this activity, you determine if an Occupancy Zone exists in FM:Interact. If the Occupancy Zone does not exist, you will create it with the following

information:

1. Log into the training system with the following credentials:

User ID: administrator

Password: fms

2. PATH: SPACE MANAGEMENT> VIEWS> ZONE TYPES

Field Value

Type ID 001

Description Occupancy Zone

Is Occupancy Zone? Yes (click to display a checkmark)

Is Multi-room? Yes (click to display a checkmark)


Procedure: How to Add a Zone Type

Use the steps below to add a Zone Type to

FM:Interact:

1. Click Add.

Result: The Details panel displays a

form for entering a new Zone. Select

the Edit Graphic View Name radio

button, and click OK.

2. From the Type ID, enter a unique value

to associate with the zone.

Example: 001

3. In the Description field, type a

description of the new zone.

Example: Occupancy Zone

4. Click to display a checkmark in the Is

Occupant Zone, if employees will reside

in that zone.

5. Click to display a checkmark in the Is

Multi-Room Zone, if rooms can be

assigned to more than one zone.

6. Click Submit.


Step 2: Create Workspace Zones

In this activity, you will create three (3) Workspace zones. As defined to the right:

This procedure assumes you have

launched FM:Interact and you are logged

into the system

NAVIGATION PATH: SPACE MANAGEMENT>

VIEWS>WORKSPACE ZONES.

Field Marketing Workspace Zone

R&D Workspace Zone

ADMIN-FACOPS Workspace Zone

Description 001 – occupancy zone

001 – occupancy

zone

001 – occupancy zone

Zone Name Marketing Workspace Zone

R&D Workspace Zone

ADMIN-FAC Workspace Zone

Crosshatch Color

125 55 200

Target People to Zone Ratio

1.25 1.3 1.5


Procedure: How to Add a Workspace Zone

Use the steps below to add a Workspace

Zone to FM:Interact:

1. Click Add. Result: The Details panel displays a form for entering a new Zone.

2. From the Type Key drop-down list, select the Zone type to apply against this zone. Example: 1 Occupancy Zone

3. In the Zone Name field, type a description of the new zone. Example: Marketing Workspace

4. In the Target People to Zone ratio, type the number of people to space ratio you expect for this zone. Example: A target to people ratio of 1.3 is interpreted as 1.3:1 - 1.3 people to 1 space, or 13 people assigned to a 10-seat pod.

5. In the Crosshatch color field, type a numeric values from 0 to 255 to assign a color to the zone, and click Submit. Result: The Workspace zone is created.


Step 3: Permission the Occupancy Zone

Graphic View

In this activity, you verify and/or permission the Occupancy Zone Graphic View.

The Occupancy zone Graphic View needs to be permissioned for you to be able to place Workspace zones onto the floor plans.

Permission the Occupancy Zone Graphic view to:

Administrator Role

Everyone role

NAVIGATION PATH: SYSTEM

ADMINISTRATION>MANAGE

SECURITY>PERMISSIONS>GRAPHIC VIEWS

Procedure: How to Permission the

Occupancy Zone Graphic View

1. Locate the Occupancy Zone Graphic view, and click to display a checkmark next to the graphic view.

2. Click Edit Security.

Result: The list of roles display. 3. Click to display a checkmark next to

each role you wish to assign to the Graphic View, and click OK.


Step 4: Assign Rooms to a Workspace

Zone

In this activity, you use the Floor Plan Viewer to select spaces to assign to a Workspace Zone.

You will use the floor plan for New York

Weston III Tower 5th floor (500-05).

For each Workspace zone, select a group

of rooms to assign to the Workspace zone

for:

Group Number of Spaces to select

ADMIN-FACOPS 3

Marketing 8

R&D 12


SITES>NEW YORK>500(WESTON III TOWER)>5TH

FLOOR

Procedure: How to Add Rooms to a

Workspace Zone

Use the steps below to assign rooms to a

Workspace zone:

1. From the Graphic view drop-down

list, select the zone type.

Example: Occupancy Zone.



Workspace Zone Continued…

Result: The selected spaces (e.g.,

workstations) display with a bold

boarded. This identifies the selected

zone.

3. Move your mouse over a selected

workspace and right-click to display

a menu.

4. From the right click menu select

Zone Types & Zones> Assign to 1-

Occupancy Zone

Result: The available Workspace zones

are available to select and assign to the

selected workspaces.

2. To select space, do either of the following: a. Hold the CTRL key and click to select

each room to assign to the workplace zone

OR b. Click to select a room in the desired

area, then position your pointer just outside of the select space, and click and drag your mouse over the spaces you want to include in a workspace zone.



Workspace Zone Continued…

5. From the list of available Workspace

zones, select the Workspace zone to

apply against the selected

workspaces.

Example: Marketing Pod

Result: The Workspace zone

crosshatches with its assigned cross

hatch color/pattern.

Repeat Procedure Steps 2 to 5 for each

subsequent Workspace Zone to apply to the

selected floor.


Procedure: How to View Existing Rooms

Assignments to a Workspace

To review what rooms are assigned to

existing Workspace zone, preview the

ROOMS TO WORKSPACES view.


VIEWS>ROOMS TO WORKSPACES

NOTE: You can add rooms, one at a time, to

the Rooms to Zone view.


Step 5: Assign People to a Workspace

Zone

Once rooms are associated with a

Workspace zone, next identify the people

assigned to that Workspace zone. For each

Workspace group, assign the following

individuals from the chart to the right to

each group:


VIEWS>PEOPLE TO WORKSPACES

Marketing Workspace Zone

R&D Workspace Zone

ADMIN-FACOPS Workspace Zone

Coleman, Brenda

Dixon, Ronald

Girardi, Vincent

Hayden, John

Kimbro, Meredith

Medley, Troy

Bauer, Tom

Baynes, Jacqueline

Beander, Beatrice

Beck, Morgan

Hocutt, Alee

Murphy, Kathleen

Riddle, Dan

Li-Chen, Lin

Bedell, Laverne

Drummond, Ella

Landis, John

Cummings, Gary

Singer, Adele

Agnew, Vicky

Albert, Ray

Anderson, Betty

Anderson, Lewis

Apgar, Jean

Bloom, Debra

Bosma, Sue

Braden, Darwin

Talley, Robert

Quarles, Paulina

Hickory, Richard

Patterson, William

Hodd, Douglas


Procedure: How to Associate People to a

Workspace Zone

Use the steps below to add a people to a

zone in FM:Interact:

From the People to Workspaces View

1. Click Add. Result: The Details tab display.

2. From the Zone Name drop-down list, select the zone.

3. From the Employee ID field, click Select and search for the employee ID to associate with the workspace.

4. Click Submit. Result: The individual is assigned to the Workspace zone.

Step 6: Report on AWS Utilization

Use the steps below to report on the

Workspace Zones you’ve created:


REPORTS>2.70 ALTERNATIVE WORKSPACE

Documents

FM:Interact - Alternative Workspace Setup and Navigation · 3/12/2014 · 2 FM:Interact - Alternative Workspace Setup and Navigation Administrator Tasks The FM:Interact administrator,