Salesforce

Promoting Your Changes with Scenario Merge

« Go Back
Fields

Please note that your subscription plan determines the specific set of features available to you, which may result in differences between what you see and the images presented in this article. For further details on the features included in your plan, please contact your OfficeSpace Admin.
 

If you've been working on a scenario floor plan and would like to promote it to be your new floor plan, you can do this with Scenario Merge.

Finding Scenario Merge
Performing a Scenario Merge
 

Finding Scenario Merge

In Move Manager, use the floor picker to select your scenario floor. Remember that scenario floors are labeled with a striped background to differentiate them from live floors.

Select your Scenario Floor (new visual)

On the Action Panel (1) along the right-hand side of the screen, select Scenario Merge (2).

Select Scenario Merge from Action Panel annotated
 

Performing a Scenario Merge

Draft Moves Tab

The scenario merge panel displays the Draft Moves tab (1) by default. 

Using the floor picker (2), you can select another scenario floor to merge.

The bar graph (3) tells you how many moves are ready to be scheduled, and how many of those are new, how many will move someone from one seat to another, and how many involve vacating someone from a seat.

The Draft Moves tab will outline your scheduled moves, using columns to let you know the Move Type, Employee, From Seat, and To Seat (4). Using the pickers in the Move Date & Time column (5) you can select a date and time for each move. 

Above the columns are the filters (6) allowing you to narrow down the list of changes to your specified criteria.

The panel will also show any Move Conflicts (7) associated with your pending moves. This information will be shown above those moves that are Ready to Be Scheduled (8).

Select Facility Changes (9) from the tabs to review changes to the seats themselves.

Draft Moves tab annotated
 

Scheduling a Move

After you've chosen a date and time for each draft move, select the checkbox next to each of your planned moves. The Review & Schedule button then appears above the filters. Select it to begin scheduling your move. See Making a Move Across Floors using the Move Queue to learn more about finalizing moves.

Review & Schedule button highlighted

 

Move Conflicts

If your draft moves contain a conflict, select the warning icon next to any conflict in the list.

Warning icon highlighted

The Move Conflict pop-up for each conflict explains the conflict. You're also able to cancel conflicting moves and resolve conflicts without leaving Scenario Merge.

Move Conflict pop-up

If you decide to cancel a move, you'll be presented with the Cancel Move pop-up, where you can enter notes about the cancellation and then confirm it by selecting Yes, Cancel.

Cancel Move pop-up
 

Facility Changes Tab

The Facility Changes tab shows the floor plans for your parent floor and scenario floor, along with the number of floors in the scenario that contain facility changes (1)

The list of facility changes (2) that will occur when you have promoted your scenario floor will be displayed under your scenario floor plan. 

You can promote these changes in your scenario floor and make it the new parent floor by selecting Promote (3).

Facility Changes tab annotated

After Promote has been selected, you'll be presented with a pop-up informing you of the changes that will be applied to the parent floor. Select Yes, Promote to commit the changes and finish promoting your scenario floor.

Promote pop-up
 
Information
Promoting Your Changes with Scenario Merge
Promoting-Your-Changes-with-Scenario-Merge-HC

Powered by