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Managing Floors

Use K2 to do the following:

Adding or Editing a Floor

To add or edit a floor, do one of the following:

  • Search for and open the relevant building record, and then click the New Floor option in the Tasks panel.

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  • Search for and open the relevant existing floor, and then click the Click to edit details button on the Summary tab.

  • Select an existing floor in the Navigator panel and then click the Click to edit details button on the Summary tab.

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The Floor Editor is displayed.

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  • Enter or edit the relevant details.

The fields on the Floor Editor are described in the following table:

This field…

Holds this information...

Position

The position of the floor.

Unique Identifier

A unique identifier for the floor. This is generated automatically and cannot be edited.

Name

The name of the floor.

GIA

The gross internal area of the floor. Refer to the GOV.UK website for further information.

GEA

The gross external area of the floor. Refer to the GOV.UK website for further information.

Location

The location of the floor. This is populated automatically with the building details.

  • Click Save.

Managing Floor Attributes

Refer to Using Attribute Manager for further information.

Other Tasks/Associated Items

Managing Floor Rooms

Refer to Adding or Editing Room for further information.

Managing Floor Restrictions and Warnings

To add or edit a restriction or warning:

  • Search for and open the relevant room record.

  • Click the New Restriction\Warning option in the Tasks panel.

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Alternatively, click the Restriction(s)\Warning(s) option in the Associated Items panel and then double-click an existing record to open it.

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The Restrictions and Warnings window is displayed.

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The fields on the Restriction and Warnings window are described in the following table:

This field…

Holds this information...

Category

The category of restriction or warning.

These can be defined in Restriction And Warning Category Reference Data (accessed by navigating to Functions > Core > Reference Data > Restrictions and Warnings).

Comment

Any comments on the restriction or warning. This field is mandatory.

Logged By

The user who logged the restriction or warning. This defaults to the logged-in user but can be amended.

Logged Date

The date the restriction or warning was logged.

Input Date

The date the restriction or warning was input. This defaults to the logged-in user on saving and cannot be amended.

Input By

The user who input the restriction or warning. This defaults to the logged-in user and cannot be amended.

Requirements

Any requirements for the restriction or warning.

This is populated based on the selected Category and can be defined in Restriction And Warning Requirements Reference Data (accessed by navigating to Functions > Core > Reference Data > Restrictions and Warnings).

DBS Required

Whether a DBS check is required.

DBS Level

The DBS level required for the restriction. This list is hard-coded and cannot be edited.

  • Click OK.

Adding a new Asset

Refer to Adding or Editing a Asset for further information.

Adding a new Component

Refer to Adding or Editing a Component for further information.

Adding a new Asbestos Component

Refer to Adding a New Asbestos Component for further information.

Managing Floor Consents

Refer to Adding or Editing a Consent Record for further information.

Managing Floor Contacts

Refer to Adding or Editing a Contact for further information.

Managing Floor Deeds

Refer to Adding or Editing a Deed for further information.

Managing Floor Incidents

Refer to Adding or Editing an Incident for further information.

Adding a New Key

To add a new key to a Floor:

  • Select New Key option from the Tasks panel.

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Refer to Adding or Editing a Key for further details.

Once created, Key(s) will be displayed in the Associated Items panel.

Managing Floor Notes

Refer to Managing Notes for further information.

Adding a new Planned Preventative Maintenance (PPM) Task

Refer to Adding or Editing a PPM Task for further information.

Adding a Service Request Maintenance

To add a new service request maintenance to a Floor:

  • Select New Service Request Maintenance option from the Tasks panel.

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Refer to Adding or Editing a Service Request for further details.

The location will be populated when creating a service request from a location.

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