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Difficulty: novice
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Learning Objectives
After reading this article you will be able to:
Use the Workplace Experience Dashboard in Workplace Management
1. General
When you are an
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administrator in Workplace Management and
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the integration with Workplace Experience is setup, the “Workplace
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Experience” dashboard will be available for you. See screenshot below. These buttons provide you with a quick link to:
Often used functionalities (External App, Analytics)
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Handy features to speed up your implementation (QR codes areas and Area
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picture overview).
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2. Reports
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Reports
Her you will find the reports that are used to share data between the Workplace Management (Axxerion) and Workplace Experience (Cobundu) platform. You can open a reports by clicking on the magnifying glass.
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Tip: When viewing the items that have been added to the external App via the “External apps” button, it will retrieve a maximum of 1000 results. Using these reports, you are able to, for example, view |
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all users |
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and areas that are linked to the external app (without the 1000 results limitation). |
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3. User export
User export
This report van be used to export all users from Workplace management to Excel. This report can than directly be uploaded in Cobundu Studio to create users,
To export uses:
Click the ‘User export’ button;
Apply filtering if needed;
Click ‘Search’ to retrieve the results;
Click “Export Excel” on the top of the page.
Now open Cobundu Studio
Click ‘Users’
Import
For more details on managing users in Workplace Experience (Cobundu Studio) read this article: Users
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4. External apps
Overview if the existing external apps used for the integration. The external app is used to make the relevant objects (buildings, areas, and users) available in Cobundu Studio. For more information, see: External app.
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| title | Analytics (dashboard) |
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Analytics
5. Analytics
The WPM-
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WPE integration debug dashboard can easily be accessed via the ‘Analytics’ button on your startBoard.
The Analytics dashboard can be used to troubleshoot the WPM setup. For this several dashboards are available that show incorrect settings or missing data. These dashboards help the Consultant or Customer Support to pinpoint the issue.
One of the first steps of troubleshooting is to run the Reports manually with a filter on the corresponding External app. If the result is not what the user expects, then the user can check why some data is missing or why incorrect data is returned.
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The buttons you see in the screenshot above, which are related to the WPM-WPE integration, will become visible once you finished the first step of the “Workplace Experience: Reservations“ Solution-Based Rollout. |
Use of colors
The dashboard analyses some key components of the integration. If there is an issue, the columns ‘Remark’ or ‘Value’ will tell you what you need to do to fix the issue. The colors should be interpreted as follows:
Green: good, no action needed.
Orange: non-blocking issue, integration works but with the indicated limitation/ point of attention.
Red: blocking issue that needs to be fixed in order for the integration to work.
The dashboard contains multiple reports
Workplace Experience debug overview: the Workplace Experience debug overview shows incorrect settings or missing objects. If a setting is incorrect or not set up optimal, a description is shown in the ‘Remark’ column on how to fix the issue.
Workplace Experience reports customization: the Workplace Experience reports customization shows if client customization has been added to the default Workplace Experience reports.
Buildings and Area hierarchy: shows if all parent areas are linked to the External app. This is to prevent an unclear overview of areas in Workplace Experience . The overview also shows if the hierarchy of the areas in Axxerion Workplace is correct according to the default categories.
A Floor area can only have a Main area as a parent
A Parking or Workplace area can’t have a Workplace or Parking area as a parent
etc.
Examples
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| title | QR codes areas |
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6. QR codes areas
Using this report, you are able to print QR codes for areas and workplaces on standard A4 paper.
We advise you use the method described below which allows you to simply print the QR codes to A4 on a printer of your choosing.
There is no need to buy a label printer.
Steps for printing QR codes
Click the ‘QR codes overview’ button;
Apply filtering if needed;
Click ‘Search’ to retrieve the results;
A list with all the QR codes is shown;
Click ‘Export’ > PDF list
A popup is now shown displaying information on what paper we currently advise for printing > click OK
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Choose if you only want the QR code, or also the areas name or number > click ‘Ok’
Depending on the number of areas/ workplaces you are exporting, generating the PDF can take a while.
A PDF is now generated. Save it to you computer and print it.
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| title | Area photo overview |
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7. Area pictures
The area
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pictures overview allows you to quickly add
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pictures to an areas/ workplace from a list page.
Tips:
Use the same
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picture for similar workplaces. For example the same
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picture for:
all workplaces without an extra screen;
all workplaces with a single screen;
all workplaces with double screens;
workplaces with a desktop.
Adding
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pictures to (multiple) workplaces/ areas
Click the ‘Area
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picture overview’ button;
Apply filtering if needed;
Click ‘Search’ to retrieve the results;
The
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picture you want to apply to multiple areas must already be uploaded to one area/ workplace already;
You can drag-and drop a
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picture in the column ‘Photo’, use the '…', or click the paperclip symbol behind a photo field to upload a photo;
Select the area/ workplace from which you want to copy the
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picture (you can of course only select one photo to copy);
Click 'Link photo from selected area to other areas;
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A search screen now appears that allows you to make a pre-selection of the areas to which you want to add the
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picture
Click ‘Search’ to retrieve the results. Note: no linking takes place yet in this step;
You’ll be presented with a list of areas;
Select all the areas to which you want copy the
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picture;
Tip: if you click an area > hold Shift > click an area for example 5 rows down, all areas in between will be selected as well.
click ‘Link photo to selected areas’ on the top of the page;
The screen now refreshes and the
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picture is linked to the selected area;
You can now select more areas to which you want to copy the same photo to, and click ‘Link photo to selected areas’ again;
If you want to copy a different photo, please navigate back to the startBoard and start over at step 1.
Summary
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Exercise
- Open the debug dashboard and look at the debug information. How did your integration go? Is everything green?
Search
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8. Asset pictures
For assets there is a similar overview to quickly upload and link single pictures and update pictures in bulk. This button is only visible if the ‘Asset’ module is enabled and the setting 'Reserve assets (equipment)' is enabled in the Module settings → Reservations tab.
9. Catering pictures
For catering there is a similar overview to quickly upload and link single pictures and update pictures in bulk. This button is only visible if the ‘Catalog items’ module is enabled and the setting 'Reserve catering (services)' is enabled in the Module settings → Reservations tab.