Archibus Workplace

Using Archibus Workplace

You may wish to set up Archibus  Workplace for self-service users such as employees, building guests, and contractors. From Workplace self-service users can:

• search for rooms
• search for employees
• initiate requests, such as requests for meeting space, working space, moves, and maintenance

Self-service users can access Workplace from:

• desktops
• mobile devices
• walk-up kiosks
• a tablet mounted in a conference room
• by scanning a QR code in a room or on a piece of equipment and then entering a request for this item

Once self-service users make requests from Workplace, a facility manger can manage the requests using the below Archibus applications and cloud modules. Using the these tools, you can add additional details to the request.

Managing Requests Made in Workplace

As the request is managed in the Archibus applications, the requestor will see the request status change in Workplace. For example:

1. A Workplace user requests to move.
2. In the Move Console, the manager approves the request.
3. In Workplace, the requestor sees in their list of requests that the status of the move request has changed from Requested to Approved.

Note: A deployment might not have the application to manage the request. Accordingly, if the deployment does not have an application, you must disable the Workplace interface components that require this application. For example, if your site does not have Enterprise Move Management, you do not want Workplace to include the move features as you would have no way to manage a move once it is generated. To disable Workplace features, see Activate and Deactivate Workplace Features.

For information, see Manage Workplace Requests in Applications and Cloud modules video (2:43).

Example

1. A vendor is performing monthly stocking of the kitchen snack and coffee supplies in building HQ, and notes that kitchen and lunch room is unusually hot.
2. The vendor signs into Workplace. (The vendor is a frequent building guest and is registered in the Archibus system and has a record in the Archibus Users table and Vendors table. If this was not the case, the vendor could sign in as a guest.)
3. The vendor uses Workplace to report the problem and chooses TEMPERATURE ADJUSTMENT on the Create Request form.
4. They system looks up the SLA for TEMP. ADJUSTMENT in building HQ and notes that there is one SLA for TEMP. ADJUSTMENT and that it is not building-specific. The SLA calls for auto-approving and auto-issuing the request and routing the request to Will Tram, a supervisor and also the craftsperson to execute the work.
5. Will Tram signs into the Building Operations Console and sees this approved and issued work request in his queue. From the Building Operations Console, Will can add additional details such as changing the labor hours estimate, adding parts, and updating the work request when the job finishes.

Set-up Tasks

For information on setting up Archibus  Workplace, see these topics:

• Activate and Deactivate Workplace Features
• Provide Users with Access to Archibus Workplace
• Define Equipment as Kiosks
• Create QR Labels