Work with the Card view on the Location directory

  • Release version: Yokohama
  • Updated January 30, 2025
  • 5 minutes to read

    • Work with Card view to reserve a space or raise a workplace service request. Filter spaces based on reservation and occupancy data. View designated neighborhoods on the space card. Switch to Map view anytime when you want to locate a workplace location on the map or to get directions to a collaborator or location.

    Before you begin

    Make sure to activate and configure the following plugins:

    • Workplace Core
    • Workplace Reservation Management (Optional)

      Filter and display reservation status for a selected location on the Location directory.

    • Workplace Connectors (Optional)

      Filter and display occupancy status for a selected location on the Location directory.

    • Indoor Mapping
    • Workplace Space Mapping

    Role required: admin

    Procedure

    1. Navigate to All > Self-Service > Employee Center > Workplace Services.
    2. From the Workplace Services list, select Browse Workplaces > Support resources > Location Directory.

      Location directory home page is displayed. By default, the Location directory opens in the Map view. If there are no maps available for a location, the Card view is opened by default.

      .
    3. If you are on the Map view, select the Card view icon (Card view icon on the Location directory to switch to Card view.) to switch to the Card view.
      The Card view home page is displayed with a list of all campuses.

      Card view home page showing list of campus. Select or search for a campus.

    4. Select a campus from the Select campus tab.

      You can also search for a campus using the search field option on the Card view.

      To sort locations alphabetically, select Alphabetically and sort as required (A to Z or Z to A).

    5. When you select a campus, the Select Building tab is enabled.

      Location directory card view showing the Select Building option..

    6. Select a building from the Select Building list option.
      For example, Building A.

      When you select a building, the Floor tab is enabled on the Card view. After selecting a floor, the Show Filters option is enabled.

    7. After selecting a building, select See Spaces to view the number of allocated workspaces for a building.
      The All spaces page for a selected building is displayed. All spaces in a building are displayed as individual cards.
      Note:
      Space card doesn't show the Show on map option when there’s no map available for a building. The toggle button icon (Toggle button to switch to the Map view.) to switch to Map view is also grayed out on the Card view.

      All Spaces showing spaces in a selected building with option to reserve a space or raise an workplace service

      Labels or tags available on a space card show Reservation and Occupancy status, number of seats available in that space, and designated neighborhoods. The space card also provides the following information:

      • Option to mark a space as favorite ( Favorite icon to mark a space as favorite.)
      • Space name
      • The employee avatar or workplace profile initials are displayed as image on the space card details.
      • Occupancy status
      • Reservation status
      • Space image
      • Floor, building, and campus name and details
      • Space Capacity
      • Standard workplace services
      • Neighborhood
    8. Optional: On the space card, select the More actions icon (More actions icon to select copy URL and raise an issue options.).

      Card view showing the Copy URL and Raise an Issue options for a space.

      Select the following options as required:

      • Copy URL: Option to share the space location browser link and share it with your team members.
      • Raise an Issue: Option to raise a workplace service request. This option is available in the More actions option only for a space that can be booked or reserved. In case if a space is already reserved or not available, then the Raise an issue option is available as a button in the space card.
    9. Select Reserve to reserve a space.

      The selected space opens in a browser tab. The space card details page shows options to select reservation Start date and time and End date and time. The selected space is also shown on the map (if floor map is available). Complete the reservation process on the Reservation details page.

      Space Card details showing option to reserve a space.

    10. Navigate back to the All spaces page on the Card view and select Show on map.
      The space card details panel opens on the map and shows option to raise a request or reserve a space, and get directions to a location for wayfinding. For more information, see Work with the Map view on the Location Directory.
    11. Optional: Select Raise an issue to request a workplace service or raise a workplace service issue.
      You’re redirected to the General Request page on the Employee center.
    12. Select Show filters to filter spaces based on reservation states, occupancy states, and space types.
      Note:
      The Show filters button is displayed on the map when Show Reservation and/or Occupancy information on the Location directory [sn_wsd_space_map.show_rsv_occ_data_loc_dir] map property is set to Yes by your administrator. Filters can be applied at a floor or space level. When this property is set to No, only space type filters are available for you to select.

      Card view showing the filter options for space availability based on reservation status, occupancy status, and space types..

      Select and filter any of the following options as required:

      1. Select the Reservation status check box filter to view space availability on the map.
      2. Select the required reservation status to filter spaces based on reservation data for a selected location.
        For example, the following reservation states are displayed on the map for a selected space.
        • Booked
        • Available
        • Not Reservable
        • Currently booked
      1. Select the Occupancy status check box to view the occupancy status for a selected space or a location on the map.
        Note:
        Occupancy states are only shown on the map if Workplace Connectors is configured for a selected location. Your administrator must also configure the map property Show Reservation and/or Occupancy information on Location directory [sn_wsd_space_map.show_rsv_occ_data_loc_dir]. For more information, see Configure map properties for Location Directory.
      2. Select the following options as required:
        • Occupied
        • Not Occupied
        • Sensor not installed
        • Sensor not working
        • When both reservation and occupancy filters are applied, then spaces fulfilling both these conditions are shown.
        • When only reservation or occupancy filters are applied then only reservation or occupancy states are displayed.
        • Spaces on the map that are matching the filter conditions are highlighted.
        • Spaces that don’t fulfill the filter conditions or that don’t have a filter applied are shown in white (polygon color).
      1. Select the Spaces check box to filter selected space types on the Card view.
        Note:
        Indoor Mapping place types are available as space types on the Location directory.
      2. Select the required spaces.
        For example, the following space types can be selected:
        • Rooms
        • Gym
        • Cafe
        • Phone booth
        • Workspace/Desk
        • Restroom-Men
        • Restroom-Women
        • Miscellaneous
        • Elevator
    13. Select Apply to apply the filters.
      The selected filters are applied and the Filter by label shows filtered items as pills. For example: Booked, Available, and so on. Select Clear All to remove the filters.
    14. To switch to Map view, select the toggle button (Toggle button icon to switch to Map view from card view.).
      For more information, see Work with the Map view on the Location Directory.