Manage occupants and spaces

ArcGIS Enterprise (10.9.1)    |

Available for an ArcGIS organization licensed with the Indoors extension.

Once one or more plans are created and a plan is opened, the Plan tab in the Space Planner app contains the number of people and units without an assignment and additional details on the Hot Desks and Hotels in the plan. Space managers can begin to reassign occupants to spaces using the app. This is done in three primary ways:

  • Assign or reassign occupants and spaces
  • Unassign currently assigned occupants and spaces
  • Create activity-based spaces such as hotel and hot desk areas
Note:

You need to have privileges associated with the default role of Data Editor or higher to make changes to a plan. If you're using a custom role, the edit features privilege needs to be enabled to open and edit plans.

Learn more about user types, roles, and privileges

Assign occupants

You can assign occupants from multiple places in the app. Options include:

  • The Plan tab
  • The Units list Units
  • The Assignments list Assignments

Plan assignments

The Not assigned section of the Plan tab reflects the number of people and units that are not currently assigned to a space or activity area, and the number of spaces that currently do not have anyone assigned or are not assigned to an activity area.

Unassigned People

You can click the number of people to activate a list that can be searched or filtered for a specific person that you want to assign to a space, hot desk or hotel.

Tip:

You can filter the list of unassigned occupants by Site if SITE_ID and SITE_NAME values were generated when the Generate Occupant Features tool was run.

You can drag an occupant in this list to a space on the map. Once the target space is highlighted on the map, you can release the occupant to assign the person to that space. If the target unit is part of a hotel or hot desk area, the occupant is also assigned to that hotel or hot desk area.
Tip:
Dragging an occupant from a unit's info card to another unit on the map also assigns the occupant to that space.
Optionally, you can hover on the person in the list and click either the Unit button Units, Hot Desk button Hot Desk, or Hotel button Hotel to open a dialog box and choose a space.
Tip:

You can search for a specific space in the dialog box that appears.

Unassigned Units

The Not assigned area of the Plan tab contains a list of spaces that are not currently assigned to occupants, hotels, or hot desks. Click the number of Units to activate the list of units that don't have someone assigned. You can filter the list and assign results all at once, or you can assign each space individually by hovering over a space in the list and clicking either the Person button Person, Hot Desk button Hot Desk, or Hotel button Hotel to open a dialog box from which you can choose a person or space to assign.

Tip:

You can search for a specific person or space in the dialog box that appears.

Units

You can see a list of units by clicking the Units button Units. Hover on a unit in the list and click either the Person button Person, Hot Desk button Hot Desk, or Hotel button Hotel to open a dialog box and choose the person or space to assign to the unit.

Tip:

You can search for a specific person or space in the dialog box that appears.

Assignments

You can see a list of assignments by clicking the Assignments button Assignments. Assignments are listed for each assigned space. The list can be filtered, sorted, and clicking on an assignment in the list adjusts the map to center on the assignment. You can drag an assignment from the list to a unit on the map to assign them to that space.

Note:

  • People can be assigned to multiple units, hotels, hot desks or any combination of the three, and as a result, one person can have multiple assignments in this list.
  • Once an assignment is placed on the unit on the map, you have the option to unassign the associated occupant from existing assignments in the dialog box that appears.

Optionally, you can hover on the assignment in the list and click either the Unit button Units, Hot Desk button Hot Desk, or Hotel button Hotel to open a dialog box and choose a space.
Tip:

You can search for a specific space in the dialog box that appears.

Unassign occupants

Space Planner includes a full list of occupants in the occupants feature class on the map. You can unassign occupants from spaces in the Assignments list Assignments or on the map. A common scenario is a team moving from one building to another on a campus. The entire team must first be unassigned from their current building before being assigned to spaces in the new building.

Assignments list

When the Assignments list Assignments is activated in Space Planner, it lists all occupants the map contains and their current space assignments. The Assignments list can be used to highlight single occupants on the map or can be used to filter groups of occupants. Once the Assignments list has been filtered, you can unassign all the occupants currently in the list.

Caution:

Ensure the list is correct before performing any batch operation from the Assignments list. It is possible to unassign occupants accidentally if the list is large.

You can hover over an assignment in the list and click the Unassign button Unassign to remove an occupant from that unit.

Map

You can select spaces and occupants on the map. When a space is selected, any assigned occupants are shown in an info card. Click the Unassign button Unassign to unassign the occupant from the space. If that person is the only occupant in the space, the space is also unassigned.

Unassign spaces in the Units list

After activating the Units list, you can click a unit to highlight that unit's information on the map. From there, you can unassign an occupant from the unit in its info card. You can also filter the Units list to unassign a collection of units all at once.

Caution:

Ensure the list is correct before performing any batch operation from the Units list. It is possible to unassign units accidentally if the list is large.

You can hover over an occupied unit in the list and click the Unassign button Unassign to remove an occupant from that unit.

Create hotels and hot desk areas

The Assigned to area of the Plan tab contains Hotels and Hot Desks. You can activate a list of current hotel and hot desk areas for your plan by clicking on one or the other.

Complete the following steps to create a new hotel or hot desk area:

  1. Click Hotels or Hot Desks to activate the list to which you want to add an area.
  2. Click Add at the top of the activated list.

    The Add a hotel area or Add a hot desk area dialog box appears.

  3. Type a name for the area.

    The Restrict bookings to assigned people only check box is checked by default. Occupants need to be assigned to the area before they can book the hotel or hot desk created. Uncheck this box to create an unrestricted area that does not require an occupant assignment to book.

  4. Click Add.

    The new hotel or hot desk appears in its respective list.

  5. Click on the new hotel or hot desk area to modify its occupants or units.

    You can also see additional details about the area, delete it, or switch the booking restriction for the area.

Disable assignment confirmations

When you assign someone that does not have any assignments to a vacant unit, hotel, or hot desk area, a dialog box appears by default to confirm the assignment. This confirmation dialog box can be turned off to speed up assignment workflows. You can turn the confirmation off in the dialog box itself, or you can turn it off in the user settings.

Note:

The option to disable confirmation dialog boxes is not available with occupants or units that have multiple assignments.

In the dialog box

Complete the following steps to turn off the confirmation dialog box while assigning occupants:

  1. Assign an unassigned occupant to an empty unit, hotel or hot desk area.
    Tip:
    You can disable assignment confirmations by assigning an unassigned occupant from the Assignments, People, or Units list to an unassigned unit. You can also disable assignment confirmations when dragging an unassigned occupant to an unassigned unit.

    A confirmation dialog box appears.

  2. Check the check box in the dialog box to stop showing the confirmation.
  3. Click Assign.

    The occupant is assigned and the confirmation dialog box no longer appears.

In user settings

Complete the following steps to turn off the confirmation dialog box in the app settings:

  1. Click the Options button Options.

    The options panel appears.

  2. Click the User Settings button User Settings.

    The User Settings panel opens.

  3. Turn off the Enable dialogs switch.

    The confirmation dialog box no longer appears when assigning unassigned occupants to unassigned units, hot desks, or hotel areas from a list. You can turn confirmations back on using the same switch.

The confirmation dialog boxes will remain disabled in your active browser. If you open the same plan in a different browser, the confirmation dialog boxes are enabled by default.

Related topics