Configure Workplace entity and entity types

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Configure Workplace entity and entity types

    This guide provides instructions for configuring workplace entity types and entities within ServiceNow’s Workplace Core applications. By creating a structured business hierarchy, organizations can effectively allocate workplace locations according to their business units, enhancing space management and utilization.

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    Key Features

    • Business Hierarchy Creation: Establish a hierarchy that mirrors your organizational structure, associating workplace locations with specific business units.
    • Entity Types and Entities: Configure various entity types (e.g., Business Units, Marketing Units) and link relevant workplace entities (e.g., ITSM, Facilities) to them.
    • Space Allocation Management: Manage space allocations at different entity levels to ensure effective utilization of workplace resources.
    • Visualization Tools: Use the Space Optimization dashboard and floor maps to visualize space allocation and hierarchy of workplace entities.
    • Entity Hierarchy Actions: Create, activate, deactivate, and set orders for entity types to define their hierarchy accurately.

    Key Outcomes

    By implementing the workplace entity configuration, organizations can:

    • Gain control over space consumption across business units, enhancing operational efficiency.
    • Utilize hierarchical structures to push changes down to child entities seamlessly.
    • Quickly filter and manage workplace locations, providing a streamlined approach to space administration.
    • Facilitate data-driven decisions through visualization of space allocations and usage analytics.

    Create a business hierarchy based on your organization's businesses. Allocate workplace locations based on the business to which they are associated with. Configure workplace entity types and workplace entities to create the structure. For example, add entity types such as Business Units, Marketing Units, and associate workplace entities such as ITSM, Facilities, and more under them.

    The Workplace Core applications enable you to classify your workplace locations based on their cost center, department, and workplace entity. The workplace entity-based allocation helps you in create an organized business structure where you can configure parent-child-based hierarchies and manage various workplace-related activities. You can create a structure exactly as your organization's business by configuring workplace entity types and workplace entities. You can associate locations based on the business to which they are associated with.

    As a workplace manager, you can manage space allocations based on their entity levels that is set and ensure proper space utilization according to business. You can visualize data on the stack plan and floor map based on the workplace entities that you’ve configured. You can view the space allocations of a building based on workplace entities. At any time, you can select a space and know its hierarchy level, that is, the details of its parent and child if present. This business-based hierarchy model, that is, workplace entity-based allocation, enables you to control the space consumption of each business in your organization. The Space Optimization dashboard also enables you to visualize data based on the different workplace entities configured. For more information about how workplace entities and other allocations work, refer to Allocation - types, setting, and impact.
    Important:
    You cannot create a scenario based on workplace entities. You can only view and make map based space administration for workplace entities.

    At any time, you can filter your workplace locations and perform various actions easily on these entities directly. The application enables you to specify an order to each entity type based on which a hierarchy is set. For a parent-child hierarchy, you can also perform direct actions on a parent if you want to implement the same throughout its child entities.

    With the hierarchy-based configuration, you can perform the following actions:
    • You can create various entity types and set their level using the entity-mapping options. When you create workplace entities, you can assign them to these entity types.
    • You can set the order of an entity type based on its level in the hierarchy. The lower the order, the higher the entity type is set in the hierarchical structure. The lowest ordered entity type is set in the highest level in the hierarchy. For example, if you set ABC with order 1000 and XYZ with order 600 then XYZ is placed on top in the hierarchy level and ABC is set to lowest.
    • At any time, you can use the Push down option if you want to push down the workplace entity to child locations. For more information about how an allocation works, refer to Allocation - types, setting, and impact.
    • You can activate or deactivate a workplace entity. Deactivating a workplace entity also deactivates the child workplace entity.
      Important:
      You can not activate a workplace entity if the parent is inactive.