new Assets/CI Application for space allocation (location management)

Hi all,

Curious if anyone has created an Asset/CI appl for space allocation?  We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.).  We want to track whether a space is occupied; # of occupants within a space; names of occupants; any special equipment or features in the space; square footage; what, if any, department is associated to that space, etc.). 

Initially, I started created Asset Attributes, then thought I might need some changed to Products Types, then went down another path of creating relationships via the CIs.  Needless to say, I'm like a dog chasing it's tail.  Any examples, suggestions or a shove in the right direction is welcome.

Thanks!

Michelle

Asked by Michelle Fallon on Mon 1/29/24 2:50 PM
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Answer (1)

This answer has been marked as the accepted answer
Brittany Renn Mon 1/29/24 3:05 PM

Hi Michelle, 

Have you considered using the Locations/Rooms feature within the Assets/CIs application? Once you create a location you can add assets to it and people. You can also create custom location attributes so you can input any custom info that you need: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=12530. 

Let me know if that sounds like it could work for you. 

Best,
Brittany Renn
TDX Support

No feedback
Thanks, Brittany. If we did it that way, would we be able to (easily) track when X person moves from/to a location? And when a space's "ownership" changes from 1 department to another? I thought I had it all straight in my head, but then when I start playing in SB, I wind up going in circles. - Michelle Fallon Mon 1/29/24 3:22 PM
There's no specific update mechanism that triggers when a user's location changes. Also Locations/Rooms don't have a concept of an "owner", so unless you were tracking that somehow on a custom person attribute for your Locations, it doesn't currently exist as a metric for them. If you *were* to track the owner of a Location with a custom attribute, you'd have to report on them specifically to see when things changed their owner. - Mark Sayers Mon 1/29/24 3:30 PM