Provide a service to an occupier at a site. Adding a service for an occupier typically entitles them to use infrastructure devices on their network (phones, laptops, printers, and so on) to consume the services provided.
For example, if an occupier wants to use telephony at this site, they need the appropriate voice services to enable telephony (to enable them to connect their handset to the network), and to set their service level, tariffs, call features, and so on.
Note: You will need to associate any new service with a contract. The contract specifies when the service and its associated charges will begin.
Important: If you assign voice services to an occupier that does not already have allocated (reserved) phone numbers, available phone numbers will be allocated automatically from the site telephony list.
Managing Occupier Services
Before you begin
Ensure that spaces and network infrastructure are modeled in the essensys Platform as required.
If you are assigning voice services, and the occupier wants specific phone numbers, those numbers must be allocated to the occupier manually before you assign the voice service. For instructions, see Allocate site phone numbers.
Info: If you do not allocate numbers before you assign services, phone numbers will be allocated automatically.
Accessing the Occupier's Services page
In the left-hand menu, click Occupiers.
Select the occupier you are interested in, and then, if necessary, the site that you want to add services at.
Click the Services tab to view the services associated with the Occupier at the selected site.
The Occupier Services page opens, showing the Products/Services for the selected site. If no service has been added yet, you will see an 'It is empty here' message.
Note: If you see the message 'Services cannot be provisioned without a contract' on this page, this may mean one of two things:
You do not have a Contract, and therefore need to create one before you can continue.
You have added a new contract, but it is not yet created in the system. In this case there is nothing to do. After a short delay, you should refresh the page to see the Add services option.
From the Occupier Services page:
Click Add services.
The Add Services dialog box opens. The services that you can assign to this occupier are shown in the Available services column.
Search for the service that you want to assign in the Available Services list. Click the arrow to the right of the service name to select the service.
Tip: Hover over the service name in the Available services panel to open a tool tip that describes the service.
Info: Services may be 1) dependent on other services, 2) mutually exclusive, or 3) may be limited to a particular quantity (for example, you can only have one Public IP service). The essensys Platform enforces these rules in the Add services dialog box, preventing you from assigning invalid service sets.
For each service added:
Select the Contract that you want the service to be charged against.
Select the Charge day for this service.
For more information about charge day, see About monthly charges.
Specify a Price for the service, per unit. This is the price that the occupier will be charged.
Important: If the value in the COST field is 0.00, the price may be charged in addition to charges associated with contracted service usage. For more information, see the definitions of the COST and PRICE values in Add Services.
Specify the QTY of this service. That is, the number of instances of this service.
Note: When adding services, the Provisioned infrastructure field updates to indicate how many of each device type are currently in use (activated), and how many will be used based on the services being added. For more information, see Provisioned infrastructure.
Once you have configured all of the services for this occupier, click Add services.
If you added voice services, but do not have available phone numbers, numbers are allocated automatically. Rules associated with this allocation are as follows:
Depending on your region, phone numbers are either allocated in batches of 5 (UK) or match the number of phone numbers you require for the added service one-to-one (USA).
Example: If an occupier requires 12 phone numbers for their voice service, this process allocates 15 phone numbers (three batches of five) for an occupier in the UK or 12 in the USA.
The first number that is automatically allocated to your occupier may also be automatically nominated as the occupier's main number. This depends on whether the occupier already has a main number, and on your site configuration.
If assigned services require wired infrastructure devices (for example, telephony or public IP devices), you need to:
Select the appropriate switch port role for the port used by the device, if it is not already correctly configured.
Connect the device to the correct floor port.
Activate and configure the connected devices in essensys Platform and, if necessary, sign in to the device itself.
If your services enable wireless services (for example, Wi-Fi internet), your access port will already be connected. You may need to connect any devices to the appropriate wireless network. For more information, see Wi-Fi overview.
Use the drop-down list at the top-right to toggle your view between active and inactive services at your occupier's site. Inactive Services are those that were previously provisioned, but no longer are.
Note: Where there are existing services for the occupier, the option in the top-right is Manage services. Where there are no existing services, the option is Add services.
Service details / Add services / Manage services
The following fields are available in the Service details view, and in the Manage services and Add services dialog boxes. These dialog boxes allow you to add, edit, or amend the occupier's services.
Tip: The fields in Bold are present only on the dialog boxes.
The left hand panel shows all of the services that can be provisioned for the occupier at the selected site.
The name and description of the service that the row represents.
The contract that the service should be charged against.
The start date for the service as populated from the contract. This value cannot be overridden.
Note: The service starts, and charges are raised for the service, when this start date is reached.
The day of each month when the charge is raised for this service.
Example: Select 10th to bill the occupier for the service on the 10th of each month from the start of the associated contract.
For more information about the charge day, see About monthly charges.
The cost that the operator pays essensys for the service.
Important: Where cost prices have the value 0.00, this may mean either of the following:
Refer to the Billing Usage Report for details of allocations, allowances, and usage charges at your site.
The Recommended Retail Price when purchased by the occupier.
The essensys recommended price.
The amount the operator is actually charging the occupier for the service, per unit.
Note: If the value in the COST field is 0.00, this Price may be charged in addition to charges associated with contracted service usage.
The quantity of this service the occupier uses monthly.
The total price the occupier is charged monthly for the use of this service.
It’s possible to remove the service by clicking X.
Note: You may need to deactivate devices used by the service before you can remove or reduce the quantity of services in this view.
The Provisioned infrastructure row describes the five infrastructure types that may be required by services. In each case there is a fraction (X/Y) that describes:
The number of infrastructure devices of each type that are currently in use. For example, the number of phone numbers that are currently activated for this occupier.
The number of infrastructure devices that are or will be allocated to the occupier. For example, how many switch ports you need for the occupier's selected services.
Example: If your occupier has no services, and you add one Public IP service and one internet service (LAN only), Switch ports will show the value 0/3. This indicates that, out of the three allocated switch ports (2 to enable Public IP and one the internet device), zero are currently in use.
Note: The devices need to be connected and activated to update the numerator to 1.
You will not be able to activate devices exceeding the allocation number (denominator) shown in this service view. In order to use more devices, you need to assign more services, either by adding services or increasing the service quantity.
If you want to reduce the service quantity or remove services, you may need to deactivate the infrastructure (for example, phone numbers) used by the service first.