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ARCHIBUS Fundamentals Training Workplace Services Reservations Overview ARCHIBUS, Inc The #1 Solution for Real Estate, Infrastructure, and Facilities Management in the World 2700 - 1 Workplace Services: Reservations Overview Version 22.1 - 11 September 2017

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Page 1: Workplace Services: Reservations Overview

ARCHIBUS Fundamentals Training Workplace Services Reservations Overview

ARCHIBUS, Inc The #1 Solution for Real Estate, Infrastructure, and Facilities Management in the World 2700 - 1

Workplace Services:

Reservations Overview

Version 22.1 - 11 September 2017

Page 2: Workplace Services: Reservations Overview

ARCHIBUS Fundamentals Training Workplace Services: Reservations Overview

2700 - 2 The #1 Solution for Real Estate, Infrastructure, and Facilities Management in the World ARCHIBUS, Inc

Copyright and Notices ©Copyright 1982, 1983, 1984, 1985, 1986, 1987, 1988, 1989, 1990, 1991, 1992, 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017 by Facilities Management Techniques, Inc., 18 Tremont Street, Boston, MA 02108. All rights reserved. This software product is copyrighted and all rights are reserved by Facilities Management Techniques, Inc. The distribution and licensing of this product is intended for the use of the original licensee only and for use only on the computer system specified. Lawful users of this product are hereby licensed only to read the programs on the ARCHIBUS® and ARCHIBUS/FM® discs from their medium into the memory of one computer solely for the purpose of executing them. Copying (except for legitimate back-up purposes), duplicating, selling, or otherwise distributing this product is a violation of the law. This manual is copyrighted and all rights are reserved. This document may not, in whole or part, be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from Facilities Management Techniques, Inc. Each of the following products is a trademark or a registered trademark of the company listed after the product name: Facilities Management Techniques, Inc., FMT— Facilities Management Techniques, Inc. Jung/Brannen Master Systems — Facilities Management Techniques, Inc. 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ADI, AutoCAD, AutoCAD AEC, AutoLISP, AutoShade, ACAD, Advanced User Interface, Autodesk Device Interface, AutoCAD 386, AutoCAD Development System, AutoFlix, AUI, AutoSolid, DXF, Generic CADD, ARX, AutoCAD Runtime Extension, DWG OEM Engine, WHIP!, Autodesk Architectural Desktop, Volo View, Volo View Express, Actrix Technical, RealDWG, Autodesk DWF Viewer, AutoCAD OEM, Revit Architecture, Autodesk FMDesktop — Autodesk, Inc. dBASE, dBASE III, dBASE IV — Borland International, Inc. Lotus 1-2-3, Lotus, 1-2-3 — Lotus Development Corporation. HP LaserJet — Hewlett-Packard Company. Concept — Visual Access Technology, Inc. IBM, IBM XT, IBM AT, IBM PS/2, PC-DOS, Token-Ring, WebSphere, Trivoli — International Business Machines Corporation. Microsoft, MS-DOS, Windows, Windows for Workgroups, Windows NT, Windows 95, Access, Internet Explorer, Personal Web Server, Microsoft SQL Server, Microsoft Visio, Microsoft FrontPage, Internet Information Services — Microsoft Corporation Macintosh — Apple Computer, Inc. PC-NFS, J2EE, Java, JavaScript, Java2 Enterprise Edition— Sun Microsystems, Inc. Watcom, Watcom SQL, Watcom SQL Server, Sybase, SQL Anywhere, Adaptive Server Anywhere —Sybase, Inc. Novell, NetWare — Novell, Inc. Banyan Vines — Banyan Systems, Inc. LANtastic — Artisoft, Inc. Oracle, Personal Oracle — Oracle Corporation. Pentium — Intel Corporation. BasicScript — Summit Software Company. C39Tools — Azalea Software, Inc. Crystal Reports — Seagate Software Information Management Group, Inc. Netscape Navigator — Netscape Communications Corporation. WebSite — O'Reilly & Associates ColdFusion, ColdFusion MX, ColdFusion Studio, HomeSite+ — Allaire, Corp. Tomcat — The Apache Software Foundation WebLogic — BEA Systems, Inc. Actuate, First Impression — Actuate Corporation Linux — Free Software Foundation, Inc. Unix — The Open Group Flash — Adobe Systems Incorporated Tidy — World Wide Web Consortium (Massachusetts Institute of Technology, European Research Consortium for Informatics and Mathematics, Keio University) ArcWeb Services, ArcMap, ArcInfo, ArcGIS Server, ArcIM,S ArcSDE, ArcScene, ArcGlobe — ESRI Oracle, JD Edwards, PeopleSoft, and Retek are trademarks or registered trademarks of Oracle Corporation and/or its affiliates. SunOS and Open Windows are trademarks of Sun Microsystems, Inc., licensed to SunSoft, Inc. Products bearing the SPARC trademark are based on architecture developed by Sun Microsystems, Inc. SPARCstation is a trademark of SPARC International, Inc., licensed exclusively to Sun Microsystems, Inc. Portions of the software are copyrighted by: 1992-1995 Summit Software Company. All rights reserved. 1995 Jerry Whiting, Azalea Software, Inc., Seattle, WA. All rights reserved. Contains Autodesk RealDWG by Autodesk, Inc. Copyright © 1998-2014 Autodesk, Inc. All rights reserved. AutoCAD OEM is (c) 1982-2014 Autodesk, Inc. All rights reserved Information contained in this work (printed and online documentation and software) has been obtained by Facilities Management Techniques, Inc. (FMT), from sources believed to be reliable. However, neither FMT, Bruce Kenneth Forbes, nor their authors, guarantees the accuracy or completeness of any information published herein. Neither FMT, Bruce Kenneth Forbes, nor their authors shall be responsible for any errors, omissions, or damages arising out of this information. This work is published with the understanding that FMT, Bruce Kenneth Forbes, and their authors are supplying information but are not attempting to render engineering, architectural, computer science, facilities management, or other professional services. If such services are required, the assistance of an appropriate professional should be sought. Printed in the USA.

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Table of Contents

ABOUT THIS GUIDE ................................................................................................................................................ 4

PRE-REQUISITES ............................................................................................................................................................. 4 TRAINING TIMES ............................................................................................................................................................ 4 HOW TO USE ARCHIBUS TRAINING GUIDES ....................................................................................................................... 4

OVERVIEW: RESERVATIONS ................................................................................................................................... 5

IN THIS DOCUMENT ........................................................................................................................................................ 6

APPLICATIONS: RESERVATIONS ............................................................................................................................. 7

REQUISITE SKILLS: RESERVATIONS ......................................................................................................................... 8

SKILL 1: IDENTIFY ORGANIZATIONAL NEEDS ......................................................................................................................... 8 SKILL 2: DEPLOYMENT OPTIONS ........................................................................................................................................ 8 SKILL 3: CONFIGURATION OPTIONS .................................................................................................................................... 9 SKILL 4: RESOURCES ...................................................................................................................................................... 10

PROCEDURE 2701: MONITORING MEETING ROOM UTILIZATION ......................................................................... 11

STEP 1: REVIEW UTILIZATION.......................................................................................................................................... 11 STEP 2: GENERATE CHARGEBACK ..................................................................................................................................... 12 STEP 3: REVIEW RESERVATIONS AND TRADE WORK ............................................................................................................ 14

PROCEDURE 2702: RESERVING A CONFERENCE ROOM ........................................................................................ 16

STEP 1: MAKE A RESERVATION (FOR A SINGLE ROOM) ......................................................................................................... 16 STEP 2: ADD ATTENDEES ............................................................................................................................................... 17

EXERCISE 2702: RESERVE A CONFERENCE ROOM ................................................................................................. 18

STEP 1: MAKE A RESERVATION........................................................................................................................................ 18 STEP 2: ADD ATTENDEES ............................................................................................................................................... 18

PROCEDURE 2703: RESERVING A CONFERENCE CALL FOR A RECURRING MEETING .............................................. 19

STEP 1: MAKE A RECURRING CONFERENCE CALL RESERVATION ............................................................................................. 19 STEP 2: ADD ATTENDEES ............................................................................................................................................... 20 STEP 3: ADD EQUIPMENT AND CATERING TO A CONFERENCE CALL RESERVATION ..................................................................... 21

EXERCISE 2703: RESERVING FOR A RECURRING MEETING .................................................................................... 24

STEP 1: MAKE A RECURRING CONFERENCE CALL RESERVATION ............................................................................................. 24 STEP 2: ADD ATTENDEES ............................................................................................................................................... 25 STEP 3: ADD EQUIPMENT AND CATERING TO A CONFERENCE CALL RESERVATION ..................................................................... 26

PROCEDURE 2704: RESERVING A MEETING ROOM WITH MOBILE RESERVATIONS ............................................... 27

STEP 1: MAKE A RESERVATION (FOR A SINGLE ROOM) ......................................................................................................... 27

REVIEW QUESTIONS: RESERVATIONS................................................................................................................... 30

APPENDIX: ........................................................................................................ 31

CONTENTS .................................................................................................................................................................. 31 FURTHER READING ....................................................................................................................................................... 31

REVIEW QUESTIONS: RESERVATIONS................................................................................................................... 32

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About This Guide This guide was designed as a training tool for ARCHIBUS V.22.1 in June 2017. The guide may or may not be compatible with earlier or later versions of ARCHIBUS. It is intended as a pre-requisite for all individuals interested in or planning on using the ARCHIBUS Reservations application. The guide is designed for use with the Headquarters or “HQ” demonstration project. Unless specified otherwise, all procedures and exercises are designed to be performed by the "AIX" or "AFMX" user in a locally installed training environment where the web application and database servers are installed separately. When using a full Smart Client/Web Central installation for demonstrations, you may have to use the Setup Console to start servers before using Web Central. Check with your administrator or instructor before beginning in order to learn how to correctly start and stop the services if necessary. The database and project files are shipped with the ARCHIBUS product. An evaluation or training license may be required to access all functionality covered in the guide. Disclaimer: The exercises in this document are based on publicly available information and do not reflect actual client implementations or endorsements. They are designed and/or selected for education and training purposes only. Any supporting data, samples, or completed files can be found in: “V22_2700_Reservations_Overview.zip”

Pre-Requisites The skills and knowledge developed in an ARCHIBUS training guide are designed to build upon knowledge learned in a series of pre-requisite guides. The following diagram represents the recommended pre-requisites for this guide.

Training Times

The following represents the estimated time a user will spend reading the document and completing the included exercises. Minutes:

Overview

Exercises

Appendix Exercises

Estimated Time to Complete

...................................

...................................

...................................

...................................

:30

:30

:0

:60

How to Use ARCHIBUS Training Guides Each guide is broken into sections designed to support a variety of learners and teachers. The guide covers the fundamentals of each topic or activity while the appendix includes useful material and exercises for the administrator or inquisitive learner. The sections are outlined below. Overview - Describes important concepts and case studies for each topic. Requisite Skills - Lists the skills needed to master before using the guide. Key Reports - Presents the activity’s key reports. Procedures - Demonstrates the use of the product through a series of steps. Exercises - Requires the trainee to apply the skills learned in the Procedures. Review Questions - Tests the user’s new understanding of the activity. Review Solutions - Provides solutions to the review questions.

0200

Web CentralUser's Guide

1000

Space Planning & Mgt.Overview

1020

Space Planning & Mgt.Space Inventory

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Overview: Reservations ARCHIBUS’ Reservations application automates an organization’s reservation activities with the aim of providing employees with an integrated tool they can use to reserve available rooms with the exact layout, configuration, and resources they need. Since the Reservations application is integrated with ARCHIBUS’ Space Planning & Management, Building Operations, and Asset Management applications as well as with Microsoft Outlook and Exchange Server, employees can reserve rooms via Web Central or Microsoft Outlook while having all room and resource data, contacts, and schedules at their fingertips. This automation and integration streamlines the organization’s operations. ARCHIBUS’ Reservation application not only streamlines the organization’s operations, it also provides business intelligence by producing actionable analytics that organizations can use to optimize their use of shared resources. For example, suppose the analysis reports identify one particular room arrangement that is typically reserved much more often than the default arrangement for a room. Acting on this information, the organization can change the default arrangement to reduce labor costs associated with room set-up/clean-up and free up the maintenance staff to address more pressing work. This type of predictive analysis enables the organization to optimize not only their use of shared resources but all resources. It gives the organization insight that enables them to improve processes and reduce costs. ARCHIBUS’ Reservation application addresses the needs of many organizations who require the following system capabilities:

The ability to manage the supply and demand of rooms and alternative workspaces and understand the utilization of those spaces.

The ability to support global reservations and time zones (UTC, GMT, DST, etc.).

The ability to deploy a self-service reservation system that is integrated with existing systems and processes and where employees can independently reserve rooms.

The ability to add multiple room configurations for each room.

The ability to configure workflow.

The ability to provide visibility into room resources and/or services.

The ability to charge back costs to departments.

The ability to integrate with company email and calendars.

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In This Document The goal of this document is to introduce the reservations application. By the end of the document, the user should be able to:

Report on reservations activity, including room utilization, reservations, and trade work.

Reserve a meeting or conference room.

Reserve a room for a recurring meeting.

Reserve a room using the Workplace Services Portal mobile application.

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Applications: Reservations Organizations deploy the Reservations application to enable employees to make room and resource reservations. While users may access the Reservations application and perform tasks from their desktop, they may also use the Workplace Services Portal mobile application to make room reservations from their mobile device.

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Requisite Skills: Reservations Below are the requisite skills needed for learning about the Reservations application.

Skill 1: Identify Organizational Needs Carefully identifying the needs of the organization before deploying the reservations application ensures the system will have capabilities that will satisfy the needs of its various groups. Each of the following groups may have different expectations:

IT Staff

o Want a robust reservation application that is integrated with their existing space and equipment data.

o Want to extend Microsoft Exchange

o Need to accommodate remote users

Facility Managers

o Need a solution that the entire enterprise can easily access

o Need control over rooms, room types, and room ownership

Enterprise Staff

o Want to make and monitor reservations by themselves.

o Want to keep their reminders and cancellations in Outlook and Exchange

The list above represents only a few stakeholder groups. Regardless of the number of stakeholders, providing a reservation solution that addresses the needs of all groups within the organization ensures the application will be a useful tool that the entire organization welcomes and uses.

Skill 2: Deployment Options Understanding the needs of the organization provides administrators with the necessary information that helps them decide on the best configuration option for the application. There are several configuration options when deploying ARCHIBUS’ Reservation Application:

Reservation Application Only

This option enables users to make reservations from Web Central using the Reservations application or from the Workplace Services Portal mobile application. With this option, the Room Reservations form shows free/busy time based on the existing reservations in the Web Central database.

Reservations Application with ARCHIBUS’ Microsoft Outlook Plug-In for Reservations

This option enables users to create reservations from Web Central or directly from Microsoft Outlook. The Outlook Plug-In does not handle resource requirements. Therefore, when creating reservations that require resources, a button is included (“View My Reservations” button) in Outlook that enables users to access Web Central to add the required resources.

Extension for Exchange Integration (a Link between Web Central, Exchange, and Outlook)

This option enables organizations to connect ARCHIBUS’ Web Central Room Reservations application to Microsoft Exchange Servers by using the ARCHIBUS Extension for Exchange Integration. With this option, the Room Reservations form shows free and busy time for all invited attendees based on the Exchange calendar.

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Skill 3: Configuration Options Significant time is spent in meetings therefore it is important to carefully identify the room configuration needs of the organization before working with the reservations application. This will ensure the reservation application has rooms with seating layouts and configurations that correspond to typical organizational requirements.

Room Configurations Room configurations indicate the possible shape or contour of a room. For example, a room may have doors, room dividers, partitions, or retractable walls that can section off portions of the room to make smaller or larger spaces as needed.

http://theslidingdoorstore.com/AccordionDoors.asp http://www.slidingdoorco.com/portfolio/sliding-glass-room-dividers-for-lofts/

Each size of the space is a configuration. Therefore, for a space that can be divided into three different spaces there could be 9 different room configurations. Each configuration serves the needs of the attendees. For example, configuration A-B-C might be chosen if the attendees needed an instructional area, lunch area, and a lecture area.

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Room Arrangements Room arrangements indicate how the furniture is set up in the room (e.g. classroom, conference, theater, etc.). For example, suppose an organization has meetings that require conference seating arrangements and classroom or training seating arrangements. A single room such as the one pictured below can accommodate these layouts with modifications to the seat and desk arrangements. The room pictured may have one configuration with three or more seat/desk arrangements. For example:

1. Training room layout - as pictured.

2. Conference room layout – move all tables to form one long board-room type table and arrange the chairs around the single table.

3. Classroom – move all tables and chairs so they face the front of the room.

Taking into consideration the 9 configurations previously discussed, each room could have 3 room arrangements. Therefore, options increase to 27 taking into consideration the room arrangement for each configuration.

Copyright: <a href='https://www.123rf.com/profile_ismagilov'>ismagilov / 123RF Stock Photo</a>

Identifying the needs of the organization is essential for setting up background data and optimally configuring the Reservation’s application.

Skill 4: Resources Resource reservations correspond with room reservations. The following types of resource reservations may be made:

Unique Resource Reservations

Unique resources are single resources (e.g. the projector owned by the Facilities Department, the voice recorder owned by the media department, etc.)

Limited Resource Reservations

Limited resources are items that are available in specific quantities (e.g. IT support personnel, laptops, chairs, projectors, etc.)

Unlimited Resource Reservations

Unlimited resources are resources that can be ordered in any quantity (e.g. catering services)

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Procedure 2701: Monitoring Meeting Room Utilization The Reservations application provides key information that enables organizations to measure the efficiency of their reservation system and to understand the utilization of rooms.

Step 1: Review Utilization

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “Reservations” application from the Workplace Services domain.

5. Select the “Room Capacity Utilization per Month” task from the Reports menu #2.

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6. Filter to building code “HQ,” floor code “17,” and room code “102”

7. Press the “Show” button.

Step 2: Generate Chargeback Costs for reserved rooms and resources can be charged back to the department that booked the space. The system sums up room and resource costs and assigns those costs to the department. Charging for space helps the organization discourage over-booking by departments. Generate Chargeback

1. Navigate to the “Applications” Home Page.

2. Select the “Space Chargeback” application from the Space Planning & Management domain.

3. Select the “Perform Chargeback” task from the Standard Space Chargeback menu #2.

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4. Press the “Start Job” button.

View Reports

1. Navigate to the “Applications” Home Page.

2. Select the “Reservations” application from the Workplace Services domain.

3. Select the “Costs per Department per Month” task from the Reports menu #2.

4. Press the “Show” button to view the report.

5. Select a cost (e.g. 225.00) to view the individual costs that make up the total.

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Step 3: Review Reservations and Trade Work The reservations application provides multiple reports to view room reservations. The various ways the reports are presented enable the user to focus on the information that is critical for their needs. The following reports are available: Room Reservations, Room Reservations and Resources, Resource Reservations, Reservations – Trades Work Requests, and Reservations – Vendor Work Requests. The following procedure focuses on trade work as it relates to reservations and enables the organization to plan facility services.

1. Navigate to the “Applications” Home Page.

2. Select the “Reservations” application from the Workplace Services domain.

3. Select the “Reservations – Trades Work Requests” task from the Reports menu #1.

4. Press the “Show” button.

5. Notice all trade work requests are shown for the HQ 19 room request.

Understanding room utilization enables organizations to know if they are providing adequate resources to support current business functions. This information can also be used to predict future needs of the organization. For example, Using the “Room Capacity Utilization Per Month” view, organizations can see if rooms are consistently being filled as in the following example:

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However, if the report shows the room use is declining over time, the organization can take action.

Using this report, the organization may decide to leave the room as is (if they predict future growth) or they may decide to use a smaller room for the meetings and repurpose the current room or perhaps renovate the current room into several smaller rooms. This type of predictive analysis enables an organization to increase efficiency.

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Procedure 2702: Reserving a Conference Room Reservations may be created for: rooms, rooms and resources, resources only, and conference calls. This procedure demonstrates how to create a reservation for a conference room.

Step 1: Make a Reservation (for a single room)

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “Reservations” application from the Workplace Services domain.

5. Select the “Create New Room Reservation” task from the Reserve Rooms and/or Resources menu.

6. Select the date from the calendar (e.g. May 9, 2017)

7. Select Room Arrangement Type “CONFERENCE”

8. Enter or Select the following:

Capacity - “20”

Location – “HQ”

9. Press the “Apply Filter” button.

10. Left Click the timeline associated with room “HQ-18-111” and drag the bar over the time frame needed for the reservation; begin at 10:00am and end at 12:00pm.

11. Notice, the green bar shows the meeting time, the yellow areas show the setup and clean-up time.

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ARCHIBUS, Inc The #1 Solution for Real Estate, Infrastructure, and Facilities Management in the World 2700 - 17

Step 2: Add Attendees

1. Continuing from the last step, press the “Find People” button on the Attendees panel.

2. Filter to Division Code “Electronic Sys.” and department code “Engineering” and (for simplicity) check the first 20 people and press the “Select” button.

3. Press the “Confirm Reservation” button.

4. Type Subject – “Team Meeting”

5. Press the “Submit” button.

Being able to quickly identify rooms, attendees, and resources available in different locations and time zones for international conference calls enables meeting organizers to accurately reserve spaces at times when rooms, attendees, and resources are available.

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Exercise 2702: Reserve a Conference Room You are a project manager for a new construction project that begins this month. You expect the project kick-off meeting to last approximately 2 hours. Reserve a conference room large enough for 25 people (employees) in the SRL building for next Monday at 10:00am. The reservation will look like the following:

Step 1: Make a Reservation

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “Reservations” application from the Workplace Services domain.

5. Select the “Create New Room Reservation” task from the Reserve Rooms and/or Resources menu.

6. Select the date from the calendar (choose next Monday’s date).

7. Select Room Arrangement Type “CONFERENCE”

8. Enter or Select the following in the filter panel:

Capacity - “25”

From – “10:00am”

To – “12:00pm”

Location – “SRL”

9. Press the “Apply Filter” button.

10. Left Click the timeline associated with room “SRL-01-101” and drag the bar over the time frame needed for the reservation; begin at 10:00am and end at 12:00pm. The green bar shows the meeting time, the yellow areas show the setup and clean-up time.

Step 2: Add Attendees

1. Continuing from the last step, press the “Find People” button on the Attendees panel.

2. Filter to Division Code “Facilities” and department code “Construction” and (for simplicity) check the first 25 people and then press the “Select” button.

3. Press the “Confirm Reservation” button.

4. Type Subject – “Project Kick-off Meeting”

5. Press the “Submit” button.

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Procedure 2703: Reserving a Conference Call for a Recurring Meeting Conference calls may involve several reservations in multiple locations with different time zones. In ARCHIBUS, creating a reservation for a conference room links these different types of reservations together.

Step 1: Make a Recurring Conference Call Reservation

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “Reservations” application from the Workplace Services domain.

5. Select the “Create New Conference Call Reservation” task from the Reserve Rooms and/or Resources menu.

6. Select a date from the calendar (e.g. May 29, 2017).

7. Select Room Arrangement Type “CONFERENCE”

8. Enter or Select the following in the filter panel:

Capacity - “10”

Locations – “HQ”, “SRL”, “LONOFF”, “TOROFF”

9. Press the “Define Recurrence” button and specify a Monthly recurrence on the 4th Monday of each month starting May 29, 2017 and ending December 26, 2017.

10. Press the “Save” button.

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11. Press the “Apply Filter” button.

12. Left Mouse Click the timeline associated with each of the rooms that follow and drag the bar over the time frame needed for the reservation; begin at 10:00am and end at 12:00pm.

HQ-18-111

SRL-03-359

SRL-01-159

LONOFF-01-101

TOROFF-17-1701

Step 2: Add Attendees

1. Continuing from the last step, press the “Find People” button on the Attendees panel.

2. Add employees. (For this example, select 10 employees).

3. Press the “Confirm Reservation” button.

4. Type Subject – “Monthly Staff Meeting”

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5. Press the “Submit” button.

Note: When a user creates a conference call reservation, the reservation is created using the time zone of the requestor. However, once it is confirmed, the time zone of the reservation displays the actual time of the reservation in the location’s time zone (e.g. the times shown in the above screenshot represent the America/New York time zone of the requestor (10:00am-12:00pm). Once confirmed, each reservation displays the location’s actual time (3:00pm-5:00pm).

Step 3: Add Equipment and Catering to a Conference Call Reservation Resources are location (building) specific. Therefore, since conference call reservations can have multiple locations, equipment and resources must be reserved after confirming the reservation by editing each room reservation that makes up the conference call.

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “View and/or Edit My Reservations” task from the Reserve Rooms and/or Resources menu.

5. Filter to Building “TOROFF”, Floor “17” and Room Code “1701”

6. Select the record that has the date that occurs first in the series (e.g. 6/26/2017).

7. Press the “Edit” button.

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8. Select “Edit this reservation and all future occurrences and press the “Confirm” button.

9. Select “Edit this location only (add resources, change to a different room…)” and press the “Confirm” button.

10. Press the “Choose” button on the Equipment and Services panel.

11. Press the “Show” button associated with “IT Support” and then press the “Close” button to close the Equipment and Services dialog.

12. Notice, the IT Support service was added to the reservation.

13. Press the “Add Catering” button on the Catering panel.

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14. Enter quantity “2” (hours) for Coffee Service.

15. Press the “Add” button.

16. Notice Coffee Service is added to the reservation.

17. Press the “Confirm Reservation” button.

18. Press the “Submit” button.

19. Continue adding equipment and resources to the remaining reservations that are part of the conference call reservation.

Reserving a conference room for a recurring meeting saves time for meeting organizers and streamlines operations across the organization. For example, recurring meetings enable attendees to plan their work around the upcoming meetings. This results in higher attendance and increased efficiency.

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Exercise 2703: Reserving for a Recurring Meeting Your organization has hired a condition assessment company, PCA Associates based in Toronto, Canada, to assess all buildings and equipment across the organization’s campuses in July and August of 2017. As project manager, you decide to initiate a weekly meeting to review the project progress. The meeting will be held on Wednesday mornings from 9:00am to 11:00am. The buildings involved in the assessments are: LONOFF, TOROFF, BRUSSOFF, and SRL. The project manager and project team will attend all meetings from a conference room located at the HQ building and PCA Associates will attend from a conference room located at the TOROFF. Those who are not able to physically attend may dial in. Use the information in the following table to create a recurring conference call reservation for these meetings.

Location Attendees Role Meeting Days/Times

# of Attendees Resources

HQ Aber, Ginger Project Manager Wednesdays in July 9am-11am

HQ

Burke, Frank

Burt, William

Page, Billy

Acevedo, Brett

Project Team Wednesdays in July 9am-11am

TOROFF Visitors from PCA Associates

On site assessment team

Wednesdays in July 9am-11am

10 IT Support

Once you have finished, you should have 18 room reservations.

Step 1: Make a Recurring Conference Call Reservation

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “Reservations” application from the Workplace Services domain.

5. Select the “Create New Conference Call Reservation” task from the Reserve Rooms and/or Resources menu.

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6. Select the date from the calendar (e.g. July 6, 2017).

7. Select Room Arrangement Type “CONFERENCE”

8. Enter or Select the following in the filter panel:

Capacity - “10”

Locations – “HQ”, “TOROFF”

9. Press the “Define Recurrence” button and specify a Weekly recurrence on Wednesday’s starting July, 6, 2017 and ending August 31, 2017.

10. Press the “Save” button.

11. Press the “Apply Filter” button.

12. Left Mouse Click the timeline associated with each of the rooms that follow and drag the bar over the time frame needed for the reservation; begin at 10:00am and end at 12:00pm.

HQ-18-111

TOROFF-17-1709

Step 2: Add Attendees

1. Continuing from the last step, press the “Find People” button on the Attendees panel.

2. Add employees:

ABER, GINGER

BURKE, FRANK

BURT, WILLIAM

PAGE, BILLY

ACEVEDO, BRETT

3. Press the “Find People” button on the Attendees panel and select the Visitor’s panel.

4. Filter to Company “PCA” and select the column header checkbox and then press the “Select” button.

5. Press the “Confirm Reservation” button.

6. Type Subject – “PCA 2017 Condition Assessment LONOFF, TOROFF, BRUSSOFF, and SRL.”

7. Press the “Submit” button.

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Step 3: Add Equipment and Catering to a Conference Call Reservation

1. Load the “HQ” project.

2. Using Web Central, log in as the user “AIX” with the password “afm.”

3. Navigate to the “Applications” Home Page.

4. Select the “View and/or Edit My Reservations” task from the Reserve Rooms and/or Resources menu.

5. Filter to see records from “7/3/2017” to “8/31/2017” and select the records for building “TOROFF-17-1709” that were added in Step 2 of this procedure.

6. Press the “Edit” button.

7. Select “Edit this reservation and all future occurrences and press the “Confirm” button.

8. Select “Edit this location only (add resources, change to a different room…)” and press the “Confirm” button.

9. Press the “Choose” button on the Equipment and Services panel.

10. Press the “Show” button associated with “IT-SUPPORT-TOROFF” and then press the “Close” button to close the Equipment and Services dialog.

11. Press the “Add Catering” button on the Catering panel.

12. Enter quantity “2” (hours) for COFFEE SERVICE-TOROFF.

13. Press the “Add” button.

14. Notice Coffee Service is added to the reservation.

15. Press the “Confirm Reservation” button.

16. Press the “Submit” button.

17. Navigate to the “Applications” Home Page.

18. Select the “View and/or Edit My Reservations” task from the Reserve Rooms and/or Resources menu.

19. Filter to see records from “7/3/2017” to “8/31/2017” and select the records for building “HQ-18-111” that were added in Step 2 of this procedure.

20. Press the “Edit” button.

21. Select “Edit this reservation and all future occurrences and press the “Confirm” button.

22. Select “Edit this location only (add resources, change to a different room…)” and press the “Confirm” button.

23. Press the “Choose” button on the Equipment and Services panel.

24. Press the “Show” button associated with “IT-SUPPORT-GENERAL” and then press the “Close” button to close the Equipment and Services dialog.

25. Press the “Add Catering” button on the Catering panel.

26. Enter quantity “2” (hours) for COFFEE SERVICE-HQ.

27. Press the “Add” button.

28. Notice Coffee Service is added to the reservation.

29. Press the “Confirm Reservation” button.

30. Press the “Submit” button.

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Procedure 2704: Reserving a Meeting Room with Mobile Reservations Users may also reserve rooms using the Mobile Reservations application.

Step 1: Make a Reservation (for a single room)

1. Login to your mobile device as user “AIX” with the password “afm.”

Note: If you are using a desktop to explore this procedure, login to Web Central as user “AIX” with the password “afm,” launch your web browser “(e.g. Internet Explorer or Chrome) browse to the following url: http://localhost:8080/archibus/schema/ab-products/common/mobile/views/tablet.htm

2. Select the “Workplace Services Portal.”

3. Select the Reservations application.

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4. Press the orange plus symbol at the top right of the screen.

5. Select or enter the following:

Date Requested – “May 30, 2017”

From – “13:00”

To – “14:00”

Capacity – “5”

Room Arrangement Type – “CONFERENCE”

Building Code – “SRL

6. Press the “Search” button.

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7. Select room “SRL-03-359”

8. Add Employees (e.g. ACHARYA, ANDRE; ABROL, SHARON; BARTLEY, HEATH)

9. Press the “Confirm” button.

10. Press the “Back” button.

11. View the reservation under “My Reservations”

12. Press the Synch icon to synchronize the data with the Web Central database.

The mobile reservations application gives users the ability to reserve rooms and check their reservations when they are not in the office.

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Review Questions: Reservations 1) Which of the following request does the Reservations Application handle? (Select all that apply)

A. Reserving conference calls B. Reserving rooms C. Reserving resources

2) True or False: Costs for reserved rooms and resources can be charged back to the department that

booked the space. A. True B. False

3) Which of the following shows deployment options for ARCHIBUS’ Reservation Application?

A. Reservation Application, Reservations Application with ARCHIBUS’ Microsoft Outlook Plug-In for Reservations, Extension for Exchange Integration. B. Reservations Application and Extension for Exchange Integration. C. Reservations Web Central and Mobile Application only.

4) Which of the following are types of resources in ARCHIBUS’s Reservations Application? A. Limited B. Unique C. Eco centric D. Unlimited

5) Which of the following statements best summarizes the benefits of the Reservations application? A. The Reservations application enables organizations to effectively manage room and resource reservations across multiple buildings and time zones. B. The Reservations application enables organizations to effectively manage room and resource reservations across multiple buildings and time zones, enables work requests to be set up for set-up and clean-up of rooms, and enables organizations to set up multiple room arrangements for each reservable room. C. The Reservations application enables organizations to avoid booking conflicts. D. B & C

6) If a space can be divided into three different spaces how many different room configurations are possible for that space?

A. 3 B. 6 C. 9 D. Unlimited

7) If analysis shows that one particular room arrangement is requested more than the others. The organization may streamline operations by:

A. Changing the default arrangement for the room to the most requested arrangement. B. Eliminating all other room arrangements. C. Automating the setup of the room to ALWAYS set up the most requested arrangement.

8) Which of the following are considered Unique Resources?

A. Catering B. Voice Recorder owned by the Media Services department C. IT Support

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Appendix: Reservations Overview

Contents

Further Reading

Review Solutions for Questions

Further Reading For a better understanding of Reservations in ARCHIBUS, users should research the following topics in more depth using the ARCHIBUS Help text: http://www.archibus.com/ai/abizfiles/v22.1_help/archibus_help/user_en/archibus.htm

Workplace Services>Reservations

ARCHIBUS Mobile>Mobile Apps>Workplace Services Portal

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Review Questions: Reservations 1) Which of the following request does the Reservations Application handle? (Select all that apply)

A. Reserving conference calls B. Reserving rooms C. Reserving resources

2) True or False: Costs for reserved rooms and resources can be charged back to the department that

booked the space. A. True B. False

3) Which of the following shows deployment options for ARCHIBUS’ Reservation Application?

A. Reservation Application, Reservations Application with ARCHIBUS’ Microsoft Outlook Plug-In for Reservations, Extension for Exchange Integration. B. Reservations Application and Extension for Exchange Integration. C. Reservations Web Central and Mobile Application only.

4) Which of the following are types of resources in ARCHIBUS’s Reservations Application? A. Limited B. Unique C. Eco centric D. Unlimited

5) Which of the following statements best summarizes the benefits of the Reservations application? A. The Reservations application enables organizations to effectively manage room and resource reservations across multiple buildings and time zones. B. The Reservations application enables organizations to effectively manage room and resource reservations across multiple buildings and time zones, enables work requests to be set up for set-up and clean-up of rooms, and enables organizations to set up multiple room arrangements for each reservable room. C. The Reservations application enables organizations to avoid booking conflicts. D. B & C

6) If a space can be divided into three different spaces how many different room configurations are possible for that space?

A. 3 B. 6 C. 9 D. Unlimited

7) If analysis shows that one particular room arrangement is requested more than the others. The organization may streamline operations by:

A. Changing the default arrangement for the room to the most requested arrangement. B. Eliminating all other room arrangements. C. Automating the setup of the room to ALWAYS set up the most requested arrangement.

8) Which of the following are considered Unique Resources?

D. Catering E. Voice Recorder owned by the Media Services department F. IT Support