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Planning Administrator

From the Surfy application, the "Planning Administrator" role allows you to:

  • list and filter past or upcoming bookings across all bookable districts

and in chart form, know:

  • the number of workstation bookings by date
  • the number of workstation bookings by day of the week
  • the number of people who booked by date
  • the number of people who booked by date and by district
  • the number of workstation bookings by date and by district

To access this information, the "Planning Administrator" role must be assigned to the concerned user.
They then have access to these lists and charts.

List Bookings​

To list bookings made by collaborators, from the left menu,

  • click on "Plannings" then "Bookings", "People's Workstation Bookings" then "List People's Workstation Bookings".

The obtained list can be filtered by clicking on the icon at the top right of the screen: "Filter People's Workstation Bookings". You can then search by person, workstation or booking date, and export this list to Excel by clicking at the top right of the screen on the icon "Download People's Workstation Bookings in Excel".

The file is available in "Downloads".

Booking Dashboard​

The people's workstation booking dashboard allows you to obtain, within a date range and in color chart form, the following information:

  • the number of bookings per day, week, month, year: allows you to track overall booking attendance for the chosen period
  • the number of bookings per day of the week: allows you to get statistics on the most frequented days of the week.
  • the number of people who booked per day, week, month, year: allows you to know the overall number of people who booked for the chosen period
  • the number of people who booked per district per day, week, month, year: allows you to know the number of people per district who booked for the chosen period
  • the number of bookings per district per day, week, month, year: allows you to track district booking attendance for the chosen period

To view booking charts, from the left menu,

  • click on "Plannings" then "Bookings", "People's Workstation Bookings" then "People's Workstation Booking Dashboard".
  • choose the start and end date of the period to observe

Charts appear below the period selection window. Hovering over the charts allows you to know the detail of the number of bookings or people by date or district.