Create a District Assignment
To assign people to districts, you must first create assignment layers then define districts by qualifying spaces. See the Assignment Layers section to learn everything about creating, modifying or deleting an assignment layer.
Once districts are created on the plans,
- click on the vertical "Grid" icon to "Color spaces on the plan according to assignment layers" and view information totals by assignment layer.
- "select the layer type for navigation" to activate selection by entire districts, by clicking on the icon at the end of the layer name line
- district information, its assignments and inventory are accessible in the same way as for a classic space, by clicking in the district to display this information on the left side of the screen.
Clicking on the vertical "Change plan view" icon and selecting "Districts" allows you to configure Surfy in district assignment mode in 2 clicks: Assignment layers are displayed on the plan and the layer type is selected for navigation. As long as the view is not changed, it remains effective even after refresh (F5). You must therefore remember to return to the default view "Space Typologies" for standard use. See district view.
To assign a person to a district,
- click in the district to select it on the plan
- click on the "Assign a person to XXX" icon at the top left of the district card
- Search and select from the list the Person to assign
The person is assigned to the district.
If the person is not yet created in the Surfy database, you can "Create and associate" this person with the assignment layer:
- click on "Create and associate"
- fill in the person's card
- "validate the creation" of the person
The person is created and assigned to the corresponding district.
View District Assignments
To view district assignments in Surfy:
- click on the district to select it
- in the district card, click on the "Assignments" tab
You then see the list of all people assigned to the district, in alphabetical order.
District Assignment Data Report
You can export the list of people assigned to districts of a building as an Excel file.
From the home page,
- click on the icon at the end of the color band of the concerned building
- request the "Dashboard for building XXX", the list of "Excel reports" appears
- click on the icon at the end of the line of "Report of people assigned in building XXX"
- open the corresponding Excel file, present in downloads.
- open the "AffecAuxCalquDAffec" tab
You get the list of assignments to the building's assignment layers, as well as all information related to people assigned to these layers.
From the home page, "List buildings" in the context menu allows you to select multiple buildings and get dashboard reports on all selected buildings by clicking on the appropriate icon at the top of the page.