Versions Compared

Version Old Version 8 New Version 9
Changes made by

Sophie Cooper

Sophie Cooper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Contents:

Table of Contents
minLevel1
maxLevel6
outlinefalse
stylenone
typelist
printabletrue

Overview

This document shows you how to set up buildings and spaces on your site. Setting up buildings and spaces is important for using tools like Request Management and Visitor Management. It also helps you segment information by different buildings.

Excerpt
nameCreating a Building

Creating a Building

  1. Open Equiem One and log in.

  2. Click Settings from the left hand menu.

    Screenshot 2024-01-29 at 15.52.59.png

  3. Click the Buildings tab. You will see a list of any existing buildings on the left hand side of the table.

    Screenshot 2024-01-29 at 16.00.16.png

  4. Click the + button.

    Screenshot 2024-01-29 at 15.54.58.png

  5. Input the name of your building e.g Building 1.

  6. If the address of the building is the same as the main site address, leave the next section as Enabled. If the address of the building you are creating is different from the main site address, click select Enabled from the drop down list under the Enable a Building Address section. Search for the address of the building.

Info

This ensures that any visitors to site have the correct address for the building they are visiting. The building should still be part of your site.

Recording 2024-01-29 at 16.02.52.gif

  1. Optional: Enter the area of the building using either Square Feet or Square Meters. You can change the unit using the drop down box next to the Area.

    Screenshot 2024-01-29 at 16.04.39.png

  2. Optional: Enter the number of occupants (as if the building was full in this building).

  3. Select Create Building if you are happy or Cancel to go back.

    Screenshot 2024-01-29 at 16.05.57.png

  4. Your Building will now display in the Buildings section of the Buildings Configuration table.

    Screenshot 2024-01-29 at 16.06.48.png
Info

To create Buildings, Levels and Spaces, you need to have the Property Manager role

Example Levels and Spaces

The following examples show you typical names for different levels and specific areas within a building that you might need to identify or label for management purposes.

Example of Levels

Ground

Level 1

Level 2

Level 3

Level 4

Level 5

Level 6

Level 7

Examples of Spaces

Reception

Lift Lobby

Toilets (Male)

Toilets (Female)

Terrace

Stairwell

Lift Lobby

Toilets (Male)

Toilets (Female)

Kitchen

Stairwell

Lift Lobby

Toilets (Male)

Toilets (Female)

Kitchen

Stairwell

Lift Lobby

Toilets (Male)

Toilets (Female)

Boardroom

Stairwell

Lift Lobby

Toilets (Male)

Toilets (Female)

Excerpt
nameAdding Levels

Adding Levels

  1. Go to Settings > Buildings.

  2. Here you will find a list of your existing Buildings in the Buildings Configuration table.

  3. Select the Building you would like to add Levels to.

  4. Click Add Level or the + button to begin adding levels manually.

    Screenshot 2024-01-29 at 16.09.34.png

  5. Enter the Level name or number then press the tick or cross icon to confirm or delete.

    Screenshot 2024-01-29 at 16.11.09.png

  6. To bulk upload Levels, click the upload icon and paste required levels separated by comma or line break. Click Continue and then Upload if everything is correct.

    Recording 2024-01-29 at 16.16.18.gif

Adding Spaces

Once you have created your Buildings and Levels, you can add spaces to each of the levels.

Info

Spaces are required to utilize the Request Management module. If you are not using this module at your site, you do not need to add Spaces.

  1. Go to Settings > Buildings.

  2. Here you will find a list of the existing Buildings and Levels in the Building Configuration table.

  3. Select a Building and then a Level from the Building Configuration table.

    Screenshot 2024-01-29 at 16.20.13.png

  4. Click + Add Space or the + button.

    Screenshot 2024-01-29 at 16.33.13.png

  5. Enter the Space name, for example, Lift Lobby then press the tick or cross icon to confirm or delete.

    Screenshot 2024-01-29 at 16.34.25.png

  6. Use the 3 dots to either delete or duplicate the space. Use the pencil icon to edit the space name.

    Screenshot 2024-01-29 at 16.36.15.png

  7. To bulk upload Spaces, click the upload icon and paste required space names separated by comma or line break. Click Continue and then Upload if everything is correct.

    Recording 2024-01-29 at 16.38.50.gif

Editing & Deleting Buildings, Levels or Spaces

Info

Only Property Managers can delete buildings, levels or spaces. Flex Managers can amend spaces.

  1. Open Equiem One and log in.

  2. Go to Settings > Buildings.

  3. Here you will see the Buildings Configuration table with sections for Buildings, Levels and Spaces.

  4. Hover over the Building, Level or Space you want to edit.

  5. Use the up/down arrows to rearrange the order your Buildings, Levels or Spaces appear in the table and to users.

    Screenshot 2024-01-29 at 16.59.03.png

  6. Use the pencil icon to rename any Building, Level or Space. Click the tick icon to confirm or the cross to cancel.

    Recording 2024-01-29 at 17.02.04.gif

  7. Use the 3 dots to either duplicate or delete a Building, Level or Space.

    Recording 2024-01-29 at 17.04.57.gif

Video Guide

https://youtu.be/Dut7njbwr-gGgCbRKxFm2I