Load occupant data

Available for an ArcGIS organization licensed with the Indoors extension.

Once you load floor plans to the Indoors geodatabase, you can manually load occupant data.

Databases of occupants—for example, employees, residents, or faculty—typically come from external systems or tables. These must be converted to points to support searching and routing in the ArcGIS Indoors apps. Occupant data can be loaded from a geodatabase table, a CSV file, or a Microsoft Excel spreadsheet (XLS or XLSX file) that contains the required fields.

You can use the Generate Occupant Features tool to import the occupant data and spatialize it for search and routing functionality. You can later delete, modify, or add new occupant features .

Occupant table requirements

The source table must include a primary key field that can be used to associate table records with building space features. In the Indoors model, the UNIT_ID can be used as the primary key.

In addition to a primary key field, the following four required fields must be present in the source table:

• KNOWNAS—The occupant's name
• EMAIL—The occupant's email address
• CONTACT_PHONE—The occupant's phone number
• CONTACT_EXTENSION—The occupant's extension number

Add the following fields to enhance the Space Planner app experience:

• ORG_LEVEL_1—The occupant's team
• ORG_LEVEL_2—The occupant's department
• JOB_TITLE—The occupant's job title
• START_DATE—The occupant's start date
• SITE_NAME—The occupant's associated site

In addition to these required fields, more fields containing data related to occupants, such as employee number, can be added as needed.

Occupant table fields

Refer to the following sections for more information on the occupant table fields:

KNOWNAS

An occupant can be known by a name other than their first name, and is more likely to be searched for in the app by their known name.

For example, if an occupant whose first name is Anthony and whose last name is Palmer goes by Scooter, most users will search for him in the app using Scooter Palmer. The KNOWNAS field would contain this known name.

EMAIL

Two occupants can have the same known name, but their email addresses should be different. In this situation, Indoors uses the EMAIL field to identify unique occupants.

CONTACT_PHONE

You can store phone numbers in this column where the occupant can be reached directly. Additional characters or spacing in phone numbers is supported, but it is recommended that you store phone numbers as a set of digits. International calling codes can be included.

For example, [phone] is recommended instead of [phone] or [phone].

CONTACT_EXTENSION

Depending on the telephone system in your organization, there may be an interactive voice response (IVR) configured with specific codes assigned to different departments and extension numbers set up that need to be dialed to reach an occupant. Indoors supports this type of setup and combines the two numbers when initiating a phone call from ArcGIS Indoors for iOS or ArcGIS Indoors for Android.

For example, if the IVR code to reach the receptionist is 0, store 9097932853 in CONTACT_PHONE and 0 in the CONTACT_EXTENSION field.

Tip:

If more than one extension code is needed to reach an occupant, separate the values using a comma.

For example, if the IVR code for a department is 5 and the extension number is 1234, store the number as 5,1234 in the CONTACT_EXTENSION field.

ORG_LEVEL_1

The Space Planner app includes filters to help users quickly find and assign occupants to spaces. By default, this field represents the Team the occupant is assigned to within your organization's hierarchy. You can modify the meaning of this attribute by altering the field's alias in the output feature class to represent the level of the organization you want to filter by.

ORG_LEVEL_2

The Space Planner app includes filters to help users quickly find and assign occupants to spaces. By default, this field represents the Department the occupant is assigned to within your organization's hierarchy. You can modify the meaning of this attribute by altering the field's alias in the output feature class to represent the level of the organization you want to filter by.

JOB_TITLE

The Space Planner app includes filters to help users quickly find and assign occupants to spaces. Including this field in your input table and populating it with occupants' job titles allows you to filter by job title when assigning occupants to spaces making it easier to evaluate space requirements by role or position.

START_DATE

The Space Planner app includes filters to help users quickly find and assign occupants to spaces. Including this field in your input table and populating it with occupant's start dates allows you to filter by start date when assigning occupants to spaces, making it easier to evaluate space requirements by seniority.

SITE_NAME

The Space Planner app includes filters to help users quickly find and assign occupants to spaces. Including the SITE_NAME field in your input table allows you to filter a list of unassigned occupants by their associated site in Space Planner.

Note:

Only occupants that have a NULL value in the input table's primary key field are considered unassigned. For occupants with an assigned site, the SITE_NAME field is ignored and the occupant is associated with the site where their assigned space is located.

Load occupant data

You can load occupant data to your Indoors workspace by completing the following:

1. Create a geodatabase table, a CSV file, or a Microsoft Excel spreadsheet (XLS or XLSX file) that contains occupant information and includes the required fields (UNIT_ID, KNOWNAS, EMAIL, CONTACT_PHONE, and CONTACT_EMAIL) as well as any other fields you want to add.

The UNIT_ID field value for occupants in your occupant table must match the UNIT_ID field value of the associated feature in the Units feature class.

2. Run the Generate Occupants Features tool.

   Note:

   If you are using Indoor Viewer or the Indoors mobile apps, the layer that contains your occupants layer must be named People or Occupants.

A new feature class is created in your Indoors workspace that contains occupant features based on information from the input occupant table and the associated feature in the Units feature class.

The Generate Occupant Features tool updates the ASSIGNMENT_TYPE values for those spaces in the Units feature class that now have an assigned occupant. The ASSIGNMENT_TYPE attribute drives specific features of the Space Planner app. Ensure that the value of this attribute is set to Office for spaces occupied by individuals for the best performance.