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Analytics

Person Reader Automatic Recognition By Occupancy

Screen Overview

The Person Reader Automatic Recognition By Occupancy screen generates a people-analytics chart showing Person Reader automatic recognitions grouped by Occupancy (tenant/space) for a selected Facility. Users can filter by Group and System, render the graph, and optionally save and share the configured graph for future reuse.


Field Definitions

Field LabelDefinitionNotes
GroupOptional organizational container used to limit the Systems and Facilities available in the picklists.Changing Group filters the System and Facility lists. Refresh icon reloads options.
SystemOptional security system selection used to constrain the Facility list and the data returned.Filtered by Group (if selected). Refresh icon reloads options.
FacilityRequired Facility whose Person Reader activity is analyzed.Marked with an asterisk. Filtered by Group/System. Refresh icon reloads options.
NameSaved Graph name.Required when saving a graph. Must be unique within your ownership/share scope.
ShareScope that determines who can see the saved graph: Me, Company, System, Facility, or Occupancy.Single-select. Defaults to Me. Selecting broader scopes makes the graph available to more users.
Allow others to viewPermission toggle controlling whether users in the chosen Share scope can view the saved graph.Default No. Setting to Yes grants read-only access unless “Allow others to edit” is also Yes.
Allow others to editPermission toggle controlling whether users in the chosen Share scope can modify the saved graph definition.Default No. Enabling edit implies view; editors can change parameters and resave.

Screen Actions and Functions

  • Generate – Renders the Person Reader Automatic Recognition By Occupancy chart using the selected parameters.
  • Refresh picklists – The circular-arrow icon next to Group/System/Facility reloads the available options.
  • Expand/Collapse “Save Graph” – Shows or hides the save-and-share controls.
  • Save – Saves the current graph configuration using Name, Share, and permission toggles.
  • Back To Filter – Returns focus to the filter area to adjust parameters without saving.

Usage Instructions & Examples

How to run the analytic

  1. Open Intelligence > Analytics and choose “Person Reader Automatic Recognition By Occupancy.”
  2. (Optional) Select a Group to narrow available Systems and Facilities.
  3. (Optional) Select a System.
  4. Select a Facility. This field is required.
  5. Click Generate. The graph area populates with recognitions grouped by Occupancy.

How to save and share a configured graph

  1. After generating the desired view, expand Save Graph.
  2. Enter a Name that describes your configuration (e.g., “HQ – PR Recognitions by Tenant”).
  3. Choose a Share scope (e.g., Company to share with all users in your company).
  4. Set Allow others to view = Yes. Optionally set Allow others to edit = Yes if collaborators should maintain it.
  5. Click Save. The graph appears under the Saved Analytics tab for users within the selected scope.

Example: Share to a specific Facility team

  1. Configure Group/System and select the Facility “North Tower.”
  2. Generate the chart.
  3. In Save Graph, set Name = “North Tower PR by Occupancy.”
  4. Set Share = Facility, Allow others to view = Yes, Allow others to edit = No.
  5. Save. All users with access to that Facility can view the saved analytic.

System Behaviors and Edge Cases

  • Facility is mandatory; Generate remains ineffective until a Facility is selected.
  • Picklists are cascading: selecting Group filters Systems; selecting Group/System filters Facilities.
  • Refresh icons reload picklist values to reflect recent configuration changes or permissions updates.
  • If no data matches the parameters, the chart renders with a “no data” state and no series.
  • Name is required to save; the system enforces uniqueness within your ownership/share scope. Duplicate names prompt an error.
  • Enabling “Allow others to edit” implicitly allows viewing; the system may auto-enable view or block edit unless view is Yes.
  • Changing parameters after generating does not auto-refresh the chart; click Generate again to update results.
  • Saved graphs store the selected parameters (Group/System/Facility) and reapply them when reopened; unavailable or permission-restricted items will cause the graph to open but require parameter correction.

Permissions

  • Requires access to Intelligence > Analytics.
  • View analytic: users with the View Analytics permission for the selected Facility (and Group/System where applicable).
  • Save graph: users with Save Analytics (or equivalent) permission.
  • Share beyond “Me”: users need Share Analytics (or equivalent) permission for the chosen scope (Company/System/Facility/Occupancy).

Linked Workflows

  • Analytics catalog: Start from Intelligence > Analytics, then select “Person Reader Automatic Recognition By Occupancy.”
  • Saved Analytics: Access previously saved graphs under the Saved Analytics tab.
  • Facility or Occupancy management: Adjust Facility/Occupancy definitions in Administration/Setup to affect available filters and data.

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