Review space plans

Available with the ArcGIS Indoors Spaces extension.

You can ask for feedback on space plans and occupant moves by adding other members from your organization as reviewers. Reviewers can see a list of moves, add or reply to comments, and accept or reject the plan.

Only the plan owner can add or remove reviewers.

Note:

Plans must be shared with your organization and reviewers need to have privileges associated with the default role of Data Editor or higher to open plans. If they are assigned a custom role, the edit privilege for features needs to be enabled in ArcGIS Online to open plans.

Add reviewers

After creating your plan, complete the following steps to add reviewers:

  1. Click the Review tab.
  2. Click Reviewers Reviewers to open the Reviewers panel.
  3. Click Add Reviewer.

    The Add Reviewer dialog box appears.

  4. Choose a member of your organization who you want to set as a reviewer and click Add Reviewer.

    The reviewers you set appear in the Reviewers panel along with corresponding icons to symbolize their response:

    IconDescription
    Accepted

    The reviewer accepted the plan

    Not accepted

    The reviewer did not accept the plan

    Pending

    A response is pending

    Other reviewers and the plan owner can see the list of reviewers and their response.

The list of reviewers for a space plan is stored in your ArcGIS organization content in a folder named Indoors.

Caution:

The feature layers that are created automatically by Space Planner in that folder have names that match the name of the space plan they support. These feature layers are required and must not be deleted. Space Planner manages the feature layers for you.

List moves

The Moves panel contains a table that lists occupants and spaces involved in new assignments. Anyone with access to the plan can view the Moves list.

Access the list by completing the following steps:

  1. Click the Review tab.
  2. Click Moves Moves.

    The Moves panel appears with a list of proposed moves.

  3. Click the filter button Filter Moves to filter the list as necessary.
  4. Click on a row in the list to center the map on the unit in the To column.
  5. Click on a column heading to sort the list in ascending or descending order based on that column.

Add comments

Anyone with access to the plan can make comments to the plan. Comments are listed in the Comments panel on the Review tab.

You can view, add, and reply to comments by completing the following:

  1. Click the Review tab.
  2. Click Comments Comments.

    The Comments panel appears.

  3. Click +Add at the top of the panel.

    A text box appears.

  4. Type a comment in the text box.
  5. Click Save.

    The new comment appears in the Comments panel, with the user's name and how long ago it was posted.

    Tip:

    You can click Cancel to go back to the Comments list without posting a comment.

  6. Optionally, click Add under the comment to place a marker on the associated unit on the map to associate the unit with the comment.

    Clicking on a comment with a unit associated to it centers the map on that unit. You can update the marker's location by clicking Update under a comment with an associated location and then choosing a new location on the map.

Once a comment is posted, other users with access to the plan can view and reply to it by clicking Reply. The person who created the comment can also edit or delete the comment.

Comments for a space plan are stored in your ArcGIS organization content in a folder named Indoors.

Caution:

The feature layers that are created automatically by Space Planner in that folder have names that match the name of the space plan they support. These feature layers are required and must not be deleted. Space Planner manages the feature layers for you.

Accept a plan

After reviewing a plan and adding comments, reviewers can choose to accept or not accept the plan. Whether reviewers accept or do not accept the plan provides feedback to the plan owner but does not affect whether the plan can be merged. Only users with merge permissions can merge the plan.

Reviewers can choose to accept or not accept a plan by completing the following:

  1. Click the Review tab.
  2. Click Reviewers.
  3. Browse to your name in the list of reviewers and click Accept to accept the plan or Not Accept to reject the plan.

    An Accepted icon Accepted appears next to your name if you accepted the plan and a Not accepted icon Not accepted appears if you did not accept the plan. You can later update your choice by clicking a different option.

Other reviewers and the plan owner can see the list of reviewers and whether they accepted the plan, did not accept the plan, or have not yet responded.

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