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essensys Platform - Space management - Manage site

essensys Platform - Space management - Manage site

How do I view and manage details of a site or sites? | Digital Twin | Create Site | Manage Site
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Written by essensys Authoring. Updated over a week ago

When modeling your spaces, your first task is to check or add some site details, including the site opening times.

Context: The space management processes are a partial "digital twin", where your real-world spaces are modeled in the essensys Platform. The initial modeling involves: checking and updating the site details (this task), modeling the floors at the site, and modeling the spaces on each of the floors.

This first task when using the essensys Platform is to check or model your site. This space management process begins once your infrastructure is installed and your initial site details are added into the essensys Platform by essensys.

Managing your Site Details

You can make the following changes to your site details:

  • Add a phone number for the site.

  • Add any external system identifiers to the site. This allows you to link your site to an equivalent data point in a third-party system (for example, a CRM).

  • Define opening hours for the site.

Before you begin

  • You must have access to the essensys Platform.

  • Your site must have been created in the essensys Platform, by essensys.

Accessing the Site Details

  1. Select Spaces from the Main Navigation.

  2. Select your <Site> in the Sites list.

  3. If necessary, select the Overview tab in the main editor.
    The Site page opens, displaying the current Site details.

Tip: The site itself, and the most basic site details (Name, Address, Time zone) are read-only and are managed by essensys. You need to contact essensys for changes to these details.

Note: There is no option to add a new site. The site and basic site details are always created by essensys.

Procedure

For detailed information about the values you can enter into these fields, see Site Details.

  1. Click Edit at the top-right of the main editor.
    The Edit site wizard opens.

  2. Optionally, edit the basic Site details:
    Note: You cannot edit the site name, address, or time zone, and must contact essensys if you need to make changes to these values.

    1. Specify a Phone number for the site.

    2. Add any external system identifiers to the site.
      This allows you to link your site to an equivalent data point in a third-party system (for example, a CRM).

  3. Save your changes or continue:

    • To save your changes and exit the editor, click Save and close.

    • To update the opening hours associated with the site, click Next.

  4. If you clicked Next, the opening times page opens. Specify your opening times as described previously.

  5. Once all steps are completed, you can:

    • Navigate Back to review your changes.

    • Click Cancel to cancel the journey completely and discard your changes.

    • Click Save to save your changes to the site.

What next?

If you are setting up the details of a site for the first time, you should move on to describe the floors at your site. For details, see Create Floors.

Site Details

Field

Description

Edit

Click Edit to open the Edit site wizard and edit your site details.

Details

The Name, Address, and Time Zone for the Site.

These details are managed by essensys. Contact essensys to request updates to this data.

Phone

This phone number at the site.

External system

Add any external system identifiers to the site. This allows you to link your site to an equivalent data point in a third-party system (for example, a CRM).

To add an external system identifier:

  1. Select the system type from the External system drop-down list.

  2. Supply an Identifier for the site in the external system.

Opening hours

Note: If you are using the Dynamic Booking module, the opening hours will constrain when spaces at the site can be booked. Otherwise, these times are for information.

For each day that the site is normally open:

  • Use the Open / Closed toggle to indicate that the site is Open.

  • Describe the opening times for the site either using the Time tool or by typing the 24 hour numeric value into the From and To fields.

Tip: For a 24 hour site, add opening times from 00:00 to 11:59.

Site occupancy > Export CSV

Export a site occupancy report, describing your site, its spaces, and any associated occupancy details.

For more information, see Export site occupancies.

Further information

  • If you are using the Dynamic Booking module, the site opening hours limit when the spaces at the site can be booked. For example, if your site closes at 17:30, no spaces can be booked for a period that would end after 17:30.

  • If you are using the Smart Access module, the opening hours for the site do not limit access to the site. Door access can be scheduled as part of the Smart Access configuration.

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