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Space Beta

Space Screen​

Screen Overview​

The Space screen in Setup enables administrators to search, view, and create space records (e.g., desks, rooms, work areas) within a selected system and facility. It provides filter-based search, a results grid with key attributes, and navigation to related Equipment and Service configurations.

Field Definitions​

Field LabelDefinitionNotes
System GroupFilters spaces by the parent system group.Dropdown. Use the refresh icon to reload available groups based on permissions.
SystemFilters spaces by the specific system within the selected group.Dropdown. List updates after System Group selection; refresh to sync with latest systems.
FacilityFilters spaces by facility/site.Dropdown. Options depend on selected System; refresh to re-query facilities.
Name (Search)Text field to search for a space by name.The ? icon opens search tips/help. The X icon clears only this field. Partial matches supported.
SearchStatus filter for records to include in results (e.g., Active).Default shown as Active. Other statuses may be available depending on system configuration.
Name (Grid)The space record’s name; opens the space detail when clicked.The header may display a count indicator (e.g., 0/83).
EquipmentsIndicates or links to equipment associated with the space.Icons provide quick access to view or manage equipment for that row.
Facility (Grid)Facility to which the space belongs.Read-only in list view.
System (Grid)System that manages the space.Read-only in list view.
Space TypeClassification of the space (e.g., Desk, Meeting Room).Defined in Equipment Type/Service Type setup; read-only in list view.
Date InsertedTimestamp when the space was created.System-generated; read-only.
Inserted ByUser account that created the space.Read-only; for audit tracking.

Screen Actions and Functions​

  • Create – Opens the Space creation form.
  • Submit – Runs the search using the current filters and loads the results grid.
  • Reset – Clears all filters back to their defaults.
  • Back To Filter – Returns from the results grid to the filter panel without losing current criteria.
  • Column Sort – Click a column header to sort results by that column.
  • Row Open – Click a space name to open its detail record.
  • Refresh icons next to System Group/System/Facility – Re-query and repopulate those dropdowns.
  • Name field Clear (X) – Clears the Name search text only.
  • Help (?) – Opens search tips for the Name field.
  • Tab Navigation – Switch between Space, Equipment, Service, Equipment Type, and Service Type.

Usage Instructions & Examples​

  1. Search for Spaces

    1. Select a System Group and System.
    2. Optionally choose a Facility.
    3. Enter part or all of the space name in Name (Search), or leave blank to list all.
    4. Ensure Search is set to the desired status (e.g., Active).
    5. Click Submit to load results.

  2. Create a New Space

    1. Click Create from either the filter panel or the results grid.
    2. Complete required fields on the creation form (e.g., Name, Facility, Space Type).
    3. Save. The new space appears in the results after you click Submit.

  3. View Equipment Linked to a Space

    1. Run a search and locate the desired space.
    2. In the Equipments column, click the icon to open associated equipment.
    3. Add, remove, or review equipment as permitted, then return to the grid.

System Behaviors and Edge Cases​

  • The Search filter defaults to Active, limiting results to active spaces unless changed.
  • Dropdown refresh icons resync options when new systems/facilities are added or when permissions change.
  • If no System Group/System is available to the user, the dropdowns will be empty and Submit will return no results.
  • Clicking a space name opens its detail in the same tab; use browser navigation to return, or Back To Filter to modify search criteria.
  • If filters yield no matches, the grid displays no rows; adjust filters and resubmit.
  • Timestamps reflect the tenant or user time zone configuration, if enabled.
  • Sorting is applied per column and persists until another sort is chosen or Reset is used.

Permissions​

  • Access to the Space screen requires a role with view rights to Setup > Space.
  • Creating or editing spaces requires CreateSpace/EditSpace permissions.
  • Deleting or deactivating spaces (if available in detail view) requires DeleteSpace or equivalent.
  • Visible Systems and Facilities are scoped to the user’s assigned system group/facility permissions.

Linked Workflows​

  • After creating a space, assign related equipment via the Equipment tab.
  • Define or maintain Space Type options in Equipment Type and Service Type tabs.
  • Use the Service tab to associate services or service categories that apply to spaces.

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