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Keep in mind: If you’re setting up a Workplace Management-Experience Integration, this module activation is step 4 in theWorkplace Experience integration: Setup guide. Finish up steps 1 to 3 before starting this activation. Steps 5 and further in that article can be done after completing this module activation. |
This article is under construction, please bear with us
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This module activation is about the integration of the Reservation module and relevant master data with Workplace Experience. For more information on the content of these modules, including detailed descriptions of some of the core components, see these articles in the Application Managers part:
Master data: Asset module (applicable based on the setting in the module activation down below)
Master data: Catalog items (applicable based on the setting in the module activation down below)
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If Workplace Experience integrationis activated as a solution or module, the following default import connectors become available (some depending on the setting in the module activation):
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Reference
N.b If it is activated as a module, only some of the imports will be available directly in the module activation. Most of the master data import will be available via the default import overview and related master data module activation’s.
Reference | Name | Description |
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FMB-F-500 | Import buildings workplace experience | This import can be used to import the buildings |
FMB-F-510 | Import areas workplace experience | This import can be used to import the areas (rooms, parkings, workplaces) |
FMB-F-520 | Import users workplace experience | This import can be used to import the users |
FMB-F-023 | Import assets | This import can be used to import the assets items that should be reservable (e.g beamers, laptops, etc). |
FMB-F-024 | Import catering items | This import can be used to import the catalog items that should be reservable (e.g lunch, coffee, etc). Importing catalog items via this import will automatically put these items in the “Reservable items' category of catalog items. |
FMB-F-083 | Import cost centers | Only relevant if the customer also want to use cost centers in reservations. This import can be used to import the cost centers that should be selectable by the users in a reservation |
FMB-F-041 | Import reservation settings area | This import is used to set the reservable specific settings for the relevant areas (e.g. to set the restrictions like reserve in advance until period). |
FMB-F-042 | Import reservation settings asset | This import is used to set the reservable specific settings for the relevant assets (e.g. to set the restrictions like reserve in advance until period). |
FMB-F-043 | Import reservation settings catalog item | This import should be used after the 'Import catering items' import, to set the reservable specific settings for the catalog items (e.g. to set the restrictions like reserve in advance until period). |
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When importing buildings and areas make sure to apply the mandatory hierarchy. If this is not done properly, this will result in issues when mapping areas and workplaces in Workplace Experience. |
4.3.1 Mandatory hierarchy for buildings and areas
Main area
For every building that is created in WPM, a main area is created with the category ‘Main area’. Do not make any changed to the main area! All floors and areas that are created for this building will be placed hierarchically below this main area.
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When importing or manually creating buildings and areas in Workplace Management please make sure to stick to the following rules regarding hierarchy. To create this hierarchy we’re using the building and area objects combined with area categories.
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Axxerion Location Category
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Hierarchy
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Axxerion Location Category | Hierarchy | Workplace Experience Location Category |
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Building of the category “Geographical area” | Highest level | Area |
Building of the category “Site” | A site can be part of a Geographical area or not have a parent | Site |
Building of the category “Building” | A property can be part of a site or not have a parent | Building |
Area of the category ‘Floor’ | A floor is part of a property | Floor |
Area of the category 'Meeting room' | A meeting room is part of a floor | Room |
Area of the category 'Area' | An area is part of a floor | Room |
Area of the category 'Workplace' | A workplace is part of an area | Workplace |
Area of the category 'Custom category’ 1 | A custom category is part of an area | Workplace / room / parking |
Area of the category ‘Parking’ | A parking is part of a floor | Parking |
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7. Additional information
7.1
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Enabling Service & Equipment later
If the Workplace Experience integration module/solution activation has already been completed in the past, without the use of Service (catalog items) and/or equipment (assets), it is always possible to enable this via the Module settings for Workplace Experience:
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Via these settings (same as in the module activation), it can be determined that every newly created reservable asset, reservable Catalog item and/or cost center can automatically be added to the external app. if any of these objects already exist, and should be made available in Workplace Experience, they need to be added to the (workplace experience) external app manually. For more information on the External app, see: Workplace Experience integration setup guide.
7.2 Check-in Settings
To optimize space utilization and reduce ghost bookings (without the use of sensors), you can use the check-in functionality. When enabled, a user must confirm a reservation via the Workplace App a few minutes before it takes place. It the check in is not done, the reservation will get canceled automatically.
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Field | Description |
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Check-in required | This option determines if a check-in is required. Yes/No option. |
Scan to check-in | Is it possible to scan a QR to check in. Yes/No option. |
Check-in period (minutes) | The time you have in minutes to check-in before the start of the reservation. |
Grace period (minutes) | The time you have in minutes to check in after the beginning of the reservation. |
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7.
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3 Group Bookings
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It is possible to create group bookings in Workplace Experience. The settings must be turned in “Device control” for Workplace Experience to have the option visible.
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Since this module is about the integration of the Reservation module with Workplace Experience, see the reservations user manual with a more step-by-step explanation of the process itself: Reservation module for (end)users for the Workplace Management part. For the end users in Workplace Experience, see: Workplace App End user Quick Guide
9. Q&A
Waiting for questions to answer