Space Management_. Tips and Tricks_ UniSA All Staff

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Transcription:

Space Management_ Tips and Tricks_ UniSA All Staff

Contents Click to go to that location in the document: Favourite views... 3 Quick find Room on plan... 4 Quick link to Room record... 5 View plan details while in data views... 6 Graphic view tips... 7 Increase the viewing area of graphic views... 9 Print a floor plan or graphic view... 10 Multiple views on multiple browser tabs... 11 Data view tips... 11 Extra information about data fields... 12 Colour coding in data views... 13 Export data views... 14 Navigation menu... 15 DOCUMENT HISTORY Document Creator Document Owner Approval Date Coordinator: Information Management Version Number Update Date Updated By Brief description of change V1.00 13/4/2017 Brenda Stephens Document creation V1.01 30/8/2017 Brenda Stephens Added Export data views Page 2 of 16

Favourite views You can save favourite views so that you can access them more quickly Page in instructions for Favorites refers to individual floor plans or views Click the star next to the view you want to favourite Page 3 of 16

That view will then show under Favorites in the navigation menu for quick selection with less navigation. Quick find Room on plan You can click on a room in the rooms list when you view a floor plan and it will zoom to that room. If you want to see the room details, click on the room on the plan once to de-select, and again to re-select Page 4 of 16

Quick link to Room record When you have a room selected on a floor plan, a quick way to see more detail is to click View Room Info View Room Info opens another tab and takes you to that room record in the Room Updates view. Note: you might need to scroll in the grid to see the selected room Page 5 of 16

View plan details while in data views You can view floor plans while in data views where a View button is available This displays a pop-up box showing the relevant floor plan. You can do all the usual actions that graphic views allow. Click to close and return to the previous view Page 6 of 16

Graphic view tips If you re working with the information in a particular graphic view, you can view the same graphic view on other floor plans quickly (without navigating via the navigation menu) by clicking on the floors list in the graphic view controls Select the Site, Building and Floor that you want to see and choose Select Page 7 of 16

The floor you ve chosen will display within the same graphic view Stripes of colour in one room on graphic views indicate that more than one legend item applies. The allocated area (summed in the legend) is divided by however many legend items apply (in this case, half of the area of the room is allocated to EDS, half to HLS) Note: Org Unit codes have a suffix in FM:Interact eg all Org2 codes end in 2 Page 8 of 16

Sometimes the coloured stripes don t show very intuitively! For example, part of corridor LB1-33 was constructed with the Base Building, part with Stage 2. But there s no control over how/where the colours appear on the graphic view Increase the viewing area of graphic views You can increase the size of the graphic view area by clicking on the downward-pointing arrow on the dividing bar Page 9 of 16

This will hide the info view below and increase the size of the graphic view. Bring the info view back by clicking on the upwardspointing arrow at the base of the graphic view Print a floor plan or graphic view You can print a floor plan or graphic view, but there s not much control over the output. Usually make sure you select Landscape in your printer options for the best page fit. You might also want to choose A3 page size. If available on your PC, you can print to pdf by choosing PDF as your printer in your printer options Page 10 of 16

Multiple views on multiple browser tabs You can have multiple sessions of FM:Interact running it useful is useful to have to different have different views views on different on different browser browser tabs tabs Data view tips Page size = how many records show in the grid. You can change the page size of the grid (per view) so that more records show without selecting another page to view. Be careful though: showing more records makes the system slower! Page 11 of 16

You can expand or contract the size of the grid to see more or less records. Hover over the dividing bar until you see a double-ended arrow, then click and drag up or down Extra information about data fields Keep an eye out for the boxes these give you more information about the data field if you hover over them Page 12 of 16

Colour coding in data views Some views in FM:Interact have in-built colour coding, where certain records are highlighted in the grid Click Display Color Code Legend to see a description for each colour Page 13 of 16

Export data views You can export data from the grid views by right-clicking in the grid and choosing Export. Note you may find this won t work if you have selected a record in the grid. Try pressing F5 to refresh the view if Export not available, or if your export results are blank (note that F5 will reset all filters!). If that doesn t work, click on the name of the view you want to export from in the menu again (also refreshes the view) Note that ALL records will be exported, not just those you can see on the first page in the grid. To export a subset of records, apply a search or filter first Typically select XLS for the best output. This will export to Excel. This process may take a while depending on how many records you re exporting Page 14 of 16

Navigation menu You can hide the navigation menu at any time by clicking the left-pointing arrow at the top of the navigation menu bar. This will give you more screen space in views The navigation menu can be brought back again by clicking the right-pointing arrow at the top of the navigation menu bar Page 15 of 16

Double right-pointing arrows will pin the menu so the visible view adjusts from underneath to show the whole view If the arrows don t show at the top of the navigation menu bar, click the icon for Space Management again Page 16 of 16