Managing Locations

 Standard Operating Procedures

Managing Locations

 

***Only active rooms in active buildings were loaded into AiM for go-live.***


PURPOSE:

Locations represent the fourth tier in the property hierarchy and typically represent rooms; however, this tier can represent whatever the customer needs to locate and track cost and usage against (e.g., basement, parking lot, or stairwell).

 

  • The organizational hierarchy setup is based on the organizational structure of UConn. The institution code is first set up, which has departments associated to it. Organizations are then associated to departments and finally requestors are associated to organizations.

 

  • The example below shows the Organizational Hierarchy for a “Owner” of a location from the Athletics group

 

UConn has set up the fields as follows:

 

Institution: The University of Connecticut is the Institution in each scenario.
Department: The Departments are divided into the groups of President, Provost Academic Affairs, Exec VP Admin, and CFO.
Organization: The Organizations are divided into groups under each of the Departments (i.e. UITS, Allied Health Services, Music).

 

 

Defining Location:

 

• Location Type: The Location type is used as a tool to define, normally for reporting purposes, a kind of Place.

• Primary Usage: Primary Usage Code, indicates by the highest in percentage ranking of its utilization by its occupants.

• Space Type: The Space type indicates if a space is assignable or non-assignable.

 

 

Assignable designates a space can be assigned to an Organization(s) –  (e.g. Offices, Labs, Conference Rooms).

Non-Assignable designates a space cannot be assigned to an Organization – (e.g. Corridors, Stairs, Restrooms, Elevators).

 

SOPs on how to add, update and search a location can be found on the following links:

 


ROLES USED:

 

1. Space Manager:  [TODO:FOBS define refine rules here]

2. System Administrator:
System Administrator is responsible for managing and overseeing the Property module its configuration and functionality.

 

Return to Space (Property) Module SOP