Creating a New Space Record (Standard View)

To create a new space:

  1. Go to your project (User mode).
  2. Click Space Manager to expand.
  3. Click Spaces to expand.
  4. If available, click an element (for example, Leasable Spaces) to open the log. The log is divided into two panes. The left-hand pane contains the toolbar options and columns which provide details about the space. The right-hand pane (properties pane) contains the following tabs:
    • Record Details
    • Permissions
  5. Click Create.
  6. When the Create New <space> window opens, enter the values in the required fields. At this point, you are creating a space. If the properties window is not open, click the three vertical dots icon (located on the right-hand border of the Create New <space> window, in the middle) to open the properties pane. The properties pane contains the following tabs:
    • Comments

      Contains additional details about the record. You can add comments to the space attribute in the edit mode, only.

    • Linked Records

      Enables you to link records to the space attribute. The functional flow is similar to that of a non-Workflow BP.

    • Linked Mail

      Enables you to link email to the space attribute. The functional flow is similar to that of a non-Workflow BP.

  7. When finished, click Submit.
  8. When the log appears, click the refresh icon to refresh the screen. Review your recently created space.

The details of a space:

  1. Open a space from the log to see the space window. The window is divided into two panes. The left-hand pane contains the following tabs:
    • Details
    • Asset

      Contains the assets associated with the space. If any QBDEs are associated with the record, the Asset tab will list the QBDEs. You can click Create, to open the Create New Assets window and enter asset information. The Create New Assets window has the following elements:

      Left-hand pane: Asset Details tab (General and Preventive Maintenance Information blocks), Gauges & Meters tab, and Components tab.

      Right-hand pane: Attachments tab, Comments tab, Linked Records tab, and Linked Mail tab.

    The right-hand pane (properties pane) contains the following tabs:

    • Comments
    • Linked Records
    • Linked Mail
    • Audit Log

      Lists all the actions taken by a user (Bulk Edit, Create, etc.)

    • Space Content

      This tab contains the list of records that are associated with the space. A graphical representation is also present for the same. The Space Content tab will be similar to the Reference Records seen in the Business Processes, with the following differences:

      'Reference Records' = 'Space Content'

      'Business Process' = 'Record Type'

      Objects seen in the link will be based on the referring or referred object type.

      Similar to Reference records, the Space Content tab displays the linked records and the reference records.

  2. If you change or add any information, click Submit to make your changes a part of reference record to the space details or content. Click the Space Content tab to see the details.

Click the horizontal lines icon drop-down arrow (hamburger icon) to print, reload, view associated drawing (for a floor/level), access help, or close the record.



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Last Published Monday, April 11, 2022