Conducting Space Surveys using the Space Book Mobile App

Since space is an expensive asset, sites want to carefully manage its use and involve facility managers or space managers in any allocation changes. However, situations may arise when changes are made without the facility manager's knowledge; for example, a storage room is converted to an employee office, a department claims a vacant office for their use, or multiple employees are housed in a large executive office designed for one employee. To determine how space is actually being used at a site and to discover inconsistencies, facility managers periodically conduct space surveys, in which space auditors in the field note current space use. Facility managers then use these findings to update the electronic space inventory so that it reflect the reality of the current conditions.

With the Space Book mobile app, field auditors can access on their mobile devices the site's floor plan drawings and room information and refer to this information as they visit each room. They can compare what they see in the field to the documented space inventory and note any changes using forms on the mobile device. They can submit this information for a facility manager to review, or--if their security setting allows--they can directly update the electronic inventory with the current field conditions.

Inventory Tables and Audit Tables

When working with the space survey feature, be aware that a copy of the room inventory is stored in audit tables. When the auditor uses the Start Survey action on the mobile device, the action copies the inventory information on the mobile device to the audit tables on the mobile device. As they conduct the survey, the auditors edit the audit tables stored on the mobile device. When they run Sync Survey, they upload this data to the audit tables residing on the server. The auditor or the facility manager will then use the data in the audit tables to update the inventory, by either closing or completing the survey as described later in this topic.

To the Web Central user managing the survey, the audit records are labeled "Survey Items." On the mobile device, the audit records are labeled "Rooms."

Space Transactions and Surveys

If Space Transactions are in use at your site, closing the survey creates a transaction record noting the date and the auditor as the person who made the change.To be sure that you don't change a room for which there are pending space transactions, you may wish to run the Space / Inventory & Performance / Space Manager / Workspace Transaction Exceptions report before closing the survey.

Procedure

Prerequisite: Either by email or verbally, the facility manager instructs the field auditor on the floors that they must visit and assess. From the mobile device, the field auditor will generate a survey for these floors.
Prerequisite:The facility manager must ensure that the field auditor is a member of the SPAC-SURVEY or SPACE-SURVEY-POST security groups; otherwise, the auditor will not have access to the survey features. See Space Book Mobile App: Enable Staff to Use the App .

If they haven't already, the auditor runs the Download Data and Download Plans actions so that they have basic facility data on their mobile device. For information, see Space Book Mobile App: Download the Space Inventory to the Mobile Device.
On the mobile device, the auditor drills down through sites and buildings and locates the floor for which they want to generate a survey. The floor plan loads, showing room boundaries and room numbers.
The auditor taps Survey (the right-most option) and then taps Start Survey.The action generates a set of Survey Item records for all rooms on the selected floor. If the auditor wants to assign rooms from other floors to this survey, they load the appropriate floor plan drawing and choose Add to Survey.
The auditor visits each room and observes conditions. On the mobile device, the auditor clicks on the room outline and receives a list of the room's attributes, such as department assignment, use, room name, and so on. For any attributes that do not match what the auditor sees in the field, the auditor can make the correction on the mobile device. For example, if a room marked as STORAGE on the device is now housing personnel, the auditor can change the Room Type field to reflect that this is personnel room. On the floor plan, the system highlights changed room.
At any time during the survey, the auditor can run the Sync Survey action to upload to the server their survey changes to date. The Sync Survey action makes the survey information visible to the supervisor who views this data using Web Central's System Administration/Mobile Apps Manager/Manage Space Surveys task.
When the auditor has visited all rooms on this floor, they choose the Close Survey action or the Complete Survey action. These actions are detailed below.

Method A: The Field Auditor Closes the Survey

If field auditors choose the Close Survey action, the system:

Posts the Survey Item records from the mobile device to the Survey Item records stored on the server; this is the same action as running the Sync Survey action.
Updates the Rooms table on the server (the official room inventory) with the values from the server's Survey Items table. These values were just uploaded from the mobile device, per above bullet.
Sets the status of the survey to "Audit Completed."
Removes the survey from the mobile user's device.
Removes the survey from the list of surveys presented by the Manage Space Surveys task.

With this option, the survey work is now complete.

Note: The Close Survey action is available only to auditors whose roles are assigned to the SPAC-SURVEY-POST security group.

Method B: Field Auditor Completes the Survey

If field auditors choose the Complete Survey action, the system:

Posts the Survey Item records from the mobile device to the Survey Item records stored on the server; this is the same action as running the Sync Survey action.
Removes the survey from the mobile user's device.
For each Survey Item record on the server, sets the Status to "Completed by Surveyor."
For the survey stored on the server, sets the status of the survey to "Audit Completed."

Note: The Complete Survey action is available to all auditors, that is to say, those assigned to the SPAC-SURVEY-POST or the SPAC-SURVEY security group.

The manager can then review the survey records in Web Central, and update the inventory.

Using Web Central's System Administration/Mobile Apps Manager/Manage Space Surveys task, the facility manager reviews the survey records. For items that he questions, he can investigate the situation, and. if necessary, edit the survey record by choosing the record's Edit button. For example, the facility manager may know that a standard entered by the field auditor is incorrect and so changes it.
When the facility manager is satisfied with the survey records, he is ready to update the official inventory with the survey results. Using the Manage Space Surveys task, the facility manager selects the survey and chooses Close. The system then:
- updates the Rooms table on the server (the official room inventory) with the values from the server's Survey Items table.
- removes the survey from the list of surveys presented by the Manage Space Surveys task.