Facility Manager Tasks

Prepare the space inventory for download

In order to provide the device owner with a complete data set, the facility manager or ARCHIBUS Administrator must prepare the space data for download.

Using the ARCHIBUS Space Inventory & Performance application, ARCHIBUS Web Central, and the Smart Client Extension for AutoCAD, develop a complete room inventory (not transaction-based) that includes floor plan drawings with rooms defined.
If you wish to use the Space Book's campus map feature, be sure to develop a site plan by using the Space Planning & Management / Space Inventory & Performance / Building Performance / Set Buildings command in CAD. See Draw Buildings on a Site Plan.
Use Web Central or Smart Client to complete the Site Photo field in the Sites table and the Building Photo field in the Buildings table. These fields store the bitmaps that appear next to the site and building lists when viewed on the mobile device.
Decide which types of plans you with to make available in the Plan Types list by running Web Central's System Administration / ARCHIBUS System Administration / Mobile Apps Manager / Manage Plan Types task.
Use the Smart Client for AutoCAD to publish enterprise graphics for the floor plans and store these on the Web Central server. Be sure to enable an SVG-type publishing rule that displays layers that contain all the asset types for the types of floor plans (rooms, suites, hazmat, architectural, egress, and so on) that you wish to make available on the mobile device.

To enable, disable, or change drawing publishing rules for mobile plans, use Web Central's System Administration / ARCHIBUS System Administration / Mobile Apps Manager / Edit SVG Drawing Publishing Rules task.
For information on which ARCHIBUS tasks present these plans and from which tasks you should publish enterprise graphics, see System Administration / ARCHIBUS System Administration / Mobile Apps Manager / Manage Plan Types task.
You should periodically publish the drawings as enterprise graphics so that the latest versions are available for download.

Enable staff to use the Space Book mobile app

To enable the Space Book mobile app for users, a facility must do the following for each user:

Enable the user to use the mobile app by running the System Administration / ARCHIBUS Administrators - Users and Security / Edit Users task and setting the Mobile Device Enabled? field for to "Yes."
Make sure that the mobile users exist in the ARCHIBUS Users table and in the Employees table, and both the ARCHIBUS Users table and the Employees table record the same email address for this user.

You must assign security groups to the proper roles using the System Administration / ARCHIBUS Administrators - Users and Security / Assign Security Groups to Roles task, and then assign the appropriate users to these roles. For information, see Configuring ARCHIBUS Mobile App - ARCHIBUS Administrator. The following security groups are available:
- SPAC-MOB -- Can access the Space Book mobile app, but these users do not see its survey features.
- SPAC-SURVEY -- Can access Space Book mobile app, and use its survey features. These users run the Complete Survey action, which posts the survey results for review by a manager. The manager will then update the inventory with the survey results.
- SPAC-SURVEY-POST -- Can access Space Book mobile app, and use its survey features. These users are authorized to automatically update the inventory tables with survey results by running the Close Survey action. They also have access to the Complete Survey action (described above), if they wish their data to first be reviewed by a manager.