Difficulty: starter
Content
Learning Objectives
After reading this article, you’ll be able to:
- Create a building
- Create an area
Building and areas
A building can be built up from multiple floors and different areas. In this article, we will describe some of the fields and functionalities. However, most functionalities are self-explanatory and will not be discussed. Hover over a field for a couple of seconds to view the help text (available for most fields).
Properties are usually easily recognized by their PRP-reference: e.g. PRP-000001, PRP-000002, or PRP-000003.
Building module explained
Building module explained
To open the building module, click on Properties in the menu:
In the building module, you can search for a building (building) and create a new building.
Using the building module (use cases)
Using the (advanced) search functionality
Info Click on the drop-down button next to the “Search” button to gain access to “Advanced search”. By using this option you can also search on: Address, City, etc. | |
Look up building information
| |
View areas
| |
View/ edit building setting
| |
Meters
| |
Building Valuations With the right credentials and the setting turned on, you can see the “Building Valuations” tab. |
Area module explained
Area module explained
To search for an area, click “Areas” under the Properties header in your menu.
You will see a screen in which you can filter the areas. There are different options for finding an area. If you leave everything empty, it will show all the areas available. For example, if you filter on “Building,” you will only find areas that belong to that building.
- The “Count” button will show an indication of the total number of objects that fits your search filters Note: access right are not taken into account with this search, so when click ‘Search’ you might find less properties.
- The “Search” button will reveal the results of the search job.
To see more details of an area, click on the area number. You will see different tabs and options you can fill in regarding the area. For example, you can make an area available for reservation.
Using the area module (use cases)
View area information
| |
Add Services
| |
“Reservation settings”tab
| |
“Related objects”
|
Create a new property
Create a new building
In the building module, you can create a new building.
- Click on ‘Properties’ in the building module;
- Click on the “Create new building” button;
- Select the category in which the building should be created.
Click ‘OK’;
- A new screen will open where you can create a new building and enter the details.
- It is also possible to add a sub-building to an (existing) building by using the “Create new building” button at the bottom page. You can find this function in the “Subproperties” include. See screenshot.
Note:
- The building category you choose determines the fields, tabs, and functions that are available.
- A typical hierarchy would be to have a site with multiple properties as child building.
- The category Geographical area can, for example, be used as a parent for properties/ sites within the same city or country.
Create a new area
Create a new area
Within a building, you can create (additional) areas that belong to the building you have open. To do that:
- Open a building
- Select the tab “Areas.”
- You will find the option “Create new area” above the list of areas.
Info
At the same moment you create a building, a main area (for example: the PRP-00001 in the screenshot) is created. Every other area of this building will be a “child”of this main area. Do not change this main area, as it might corrupt your area date!
4. After clicking ““Create new area”“ you need to select the area category and press “Create”
5. You can enter the details of the area, the size, a description if it`s reservable, and a photo.
6. Fill in all the info, and to save the new area, press the button “Save and return.”
field name | Description |
|---|---|
Parent | Select the parent area for your new area |
Area nr | By using the drop-down in this field you can select indicate what kind of area it is. For example is it a workplace or a room. |
Reservable | YES/NO. CAN YOU MAKE A RESERVATION FOR THIS AREA? |
Good to know
- Change parent areas. After creating an area, it is still possible to change the parent of an area. Open your area card and select a different option in the “Parent” field.
Press “>” at the end of the “Parent” field.
- Press the … (three dots)
- Search for your area and select it.
- Hierarchy. You can create different types of areas on a building to build your hierarchy. All area categories (see screenshot). A logical hierarchy would be: Building → Floor → Area → Workplace or Meeting room
- Active ‘no’. If an area has the status “Yes” the column “Active”, that means you can find them by using the default search functionality. If the status is “No”, you only can find them by using “Advanced search”, as advanced search also queries closed objects.
Summary
- A Building can be built up from multiple floors and different areas
- New areas can be created and added to properties.