You use space hierarchies, a two-level system, to group similar spaces or spaces not physically present in the same building on the Booking Calendar.
To use space hierarchies:
Configure the Space Hierarchies
Add a Space Hierarchy
- Click the Space Hierarchies link from the Main Menu. The Space Hierarchies screen opens.
- Click the Add button. The Add Level 1 Space Hierarchy screen opens.
- Enter the necessary information:
- Level 1 Description – Name of the Level 1 hierarchy.
- Level 1 Sort – Order the hierarchy displays on the Booking Calendar.
- Expand the Level 2 Space Hierarchies section.
- Click the Add button to add a Level 2 to the hierarchy. The Add Level 2 Space Hierarchy screen opens.
- Enter the necessary information:
- Level 2 Description – Name of the Level 2 hierarchy.
- Level 2 Sort – Order the hierarchy displays on the Booking Calendar.
- Click OK. Repeat steps 5 and 6 for additional level 2 space hierarchies. Return to the Level 1 Space Hierarchy screen when complete.
- Click OK. Repeat steps 2-7 for additional hierarchies.
Change a Space Hierarchy
You can change the information for a space hierarchy after you have created it. When you change the information for a space hierarchy, it updates wherever the space hierarchy is used. If you don't want to update the already existing space hierarchy data, then you must add a new space hierarchy.
- Click the Space Hierarchies link from the Main Menu. The Space Hierarchies screen opens.
- Select the space hierarchy to edit.
- Right-click and select Edit. The Edit Level 1 Space Hierarchy screen opens.
- Update the desired information for the Level 1 hierarchy.
- To update the information for the Level 2 hierarchy:
- Expand the Level 2 Space Hierarchies section.
- Select the space hierarchy to edit.
- Right-click and select Edit. The Edit Level 2 Space Hierarchy screen opens.
- Update the desired information.
- Click OK.
- Click OK.
Delete a Space Hierarchy
If you no longer use a space hierarchy and don't want to keep a record of it, you can delete it. If a space hierarchy is assigned to spaces, you receive a warning before the delete process begins. You cannot undo the delete process.
- Click the Space Hierarchies link from the Main Menu. The Space Hierarchies screen opens.
- Right-click on the space hierarchy to delete.
- Select Mark for Delete.
- Click the Save button.
To delete a level 2 space hierarchy:
- Click the Space Hierarchies link from the Main Menu. The Space Hierarchies screen opens.
- Select the space hierarchy with the level 2 hierarchy to delete.
- Right-click and select Edit. The Edit Level 1 Space Hierarchy screen opens.
- Expand the Level 2 Space Hierarchies section.
- Select the space hierarchy to delete.
- Right-click and select Edit. The Edit Level 2 Space Hierarchy screen opens.
- Click the Delete button. A confirmation message displays.
- Click Yes on the confirmation message. The Level 2 space hierarchy is deleted, and you return to the Edit Level 1 Space Hierarchy screen.
- Click OK.
Assign Spaces to the Space Hierarchy
After you configure the space hierarchies, you need to assign them to spaces.
- Click the Spaces link from the Main Menu. The Spaces screen opens.
- Select the space to assign the hierarchy.
- Right-click and select Edit. The Edit Space screen opens.
- Select the Details tab.
- Expand the Calendar Display section.
- Select the space hierarchy for the space from the Level drop-down.
- Click OK.
You can also assign space hierarchies to multiple spaces at once using Edit Multiple Spaces.
Configure the Booking Calendar
After you assign spaces to the hierarchy levels, you configure the Booking Calendar to display the hierarchies.
- Click the Calendar link from the Main Menu. The Booking Calendar opens.
- Select the Home tab.
- Click Select Spaces. The Select Spaces screen opens.
- Check the Display spaces grouped by space hierarchy check box.
- Click OK.
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