Page Comparison

Floor plans page provides a list of all the floor plans that were uploaded into Service Automation. The information includes:

• Floor plan name
• Floor plan ID
• Floor plan last updated

You are able to view and determine if a floor plan has been assigned and link to a location by looking at the status. When a floor plan has been linked, a green circle icon displays with the word Linked and when a floor plan is unlinked, a grey circle icon displays with the words Not Linked. You can modify the floor plan at any given time based on a variety of reasons. This is done by using the Options feature which is available for each individual floor plan. Within the Options feature, you can:

• Plot assets, areas, and labels
• View current layout
• Edit floor plan name
• Link Locations to a floor plan
• Duplicate a floor plan
• Delete a floor plan

Anchor
plottingtool plottingtool

Using the Plotting Tool

The Plotting tool gives you the capabilities of adding information that is visible on the floor plan and helps users submit work orders from the floor plan. There are three options where users can select from in order to set up the floor plan. The options are:

• Assets
• Area
• Labels

Controlling Assets

You are able to place a specific asset anywhere on the floor plan. Placing assets designated on the floor plan lets users know of their location and the ability to submit work orders in relation to an asset. If the floor plan changes at a location or assets are moved at a location, assets on the floor plan can be moved at any time. You can also remove an asset from the floor plan. 

Searching for Assets 

When assets are added into the floor plan, you can find assets by using the filter or search bar. Each method offers a way for you to locate assets whether they have been added onto the floor plan or not. The filter allows you to search for assets based on specific criteria. There are 3 different filter options to select. Each option filters the assets list according to its meaning. When selecting one of the criteria, the assets will appear on the list. The options are:

• Placement Notes: A note that is added onto the the asset in regards to placement of the asset
• Asset Types: The various types of assets that can be added onto the floor plan for that location.
• Map Placement: Assets that were placed or not placed on the floor plan but are in the floor plan manager.

When using the search bar, you are typing in keywords of the asset until it recognizes the asset being searched. As you are typing keywords, the floor plan manager will highlight the words if they match any assets that are added.

Controlling Areas

You can add areas on the floor plan that would normally be selected from the drop-down when creating a work order from the dashboard. The areas are coming from the issue list. Therefore, when a user drops the movable pin onto a certain area, depending on what area was created onto the floor plan, it will automatically populate the area drop-down during work order creation. For example, if one of the areas on the issue list is a Dining Room and you create an area on the floor plan and select Dining Room. When the users drop the pin, in forming a work order, area populates as Dining Room. You can modify areas on the floor plan at any given time. When doing so, you can:

• Change the area from the issue list
• Expand or Minimize the drawn area on the floor plan
• Update Note

You can also delete an area from the floor plan at any given time.

Controlling Labels

You can create and add labels allowing the floor plan to be better identified for work order creation. The labels are visual and help users recognize the layout of the floor plan. You can also create labels to support where assets are placed on the floor plan. Modifying a label can be done at any given time where you can:

• Change the label name
• Move the label
• Update Note

You can also delete a label at any given time. 

Anchor
viewertool viewertool

Using the Viewer Tool 

The Viewer Tool gives you the opportunity to view all the additions made on the floor plan. You can view the floor plan from the exterior or interior. This allows for potential adjustments to be made on the floor plan based upon how it looks in the viewer.

Anchor
editfloorplan editfloorplan

Editing Floor Plan Name

You can edit the name of a floor plan at any given time. This allows you to identify the floor plan with a unique name of your liken. You can also keep the name of the floor plan that was provided.

Anchor
linklocations linklocations

Linking Multiple Locations to a Floor Plan

An individual floor plan can have multiple locations attached to it. For example, 4 locations have the same exact layout in regards to their floor plan, one floor plan can be uploaded and linked to those 4 locations. This supports users having to update the floor plan only one time and those locations linked to that floor plan will see the updates. You can always unlink a location from a floor plan if a particular location decides to change the layout and requires a different floor plan.

Anchor
duplicatefloorplan duplicatefloorplan

Duplicating a Floor Plan

An individual floor plan can be duplicated and used for another location link. The duplicate creates a copy of the selected floor plan along with creating a new name and floor plan ID. When the floor plan is duplicated, it is Not Linked to any location.

Anchor
deletefloorplan deletefloorplan

Deleting a Floor Plan

An individual floor plan can be deleted at any time given time. When deleting a floor plan from Spaces Manager, it is:

• Removed from the list
• Not linked to any locations
• No longer able to load into the dashboard