MicroView is a mobile tool created by RSC. It was merged with SpaceView in 2023.

Licensing

MicroView uses named licenses and requires one license per user. Please contact your account manager to look into licensing MicroView.

Users need to be set up in the MicroView user table as well as the Archibus user table and set to active. That user can then be assigned to which MicroView modules they can access by assigning them to the required MicroView user groups. User groups can have access to specific forms and specific equipment surveys specific to their roles.

• Floor Walk: SV_ADMIN or SV_CENSUS
• Equipment Survey: SV_SURVEY
• Inspections: SV_MOBILE (default ‐ group set in config)
• Space, Assets, and Maintenance are managed through forms.
• Access to specific surveys and inspections are managed through forms.

Background data needed for the forms (ex: Room Categories) can be set up in Web Central. This data is simplified into picklists for fast data loading. The automations used to generate the picklists can be reviewed and Modified Under 'Schedule Lookup Tasks' in Web Central. Modifying a picklist may be used to simplify the data that is brought down or restrict it only to one geography when not all data is needed, this improves the speed of the application.

The data you collect in MicroView is driven by the forms, so they can be edited to display different fields for auditing. This is a major benefit of MicroView as forms can be adjusted for specific purposes without customization. You will need to edit the form schema and the associated picklists ‐ please discuss this process with an administrator.

The space module allows you to quickly update space data on your mobile device. Background data can be updated through Web Central.

Form 1: Room Information

This form allows you to select existing rooms and collect room category, room type, room standard, division, department, use, area, name, comments, new room number, or bar code.

1. In Form 1: Room Information update room information
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. Room edits are saved in the form's inventory (form_id_294660412).
• To import manually go to RSC ‐ MicroView Space Mgmt. ‐ Room Data Transfer and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'FLOOR_WALK_TRANSFER' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks. This will run the IMPORTRM function every two minutes.
3. Updated rooms are loaded to the Room Data Transfer Table (pen_rm) and can be reviewed in Web Central: RSC ‐ MicroView Space Mgmt. ‐ Room Data Transfer
• Edit records with any updates and press "Copy to Inventory" to update the rm table
• or Optional Automation: Can skip this review step by enabling 'FLOOR_WALK_DIRECT' and disabling 'FLOOR_WALK_TRANSFER' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks to bypass both steps and update the rooms (rm) table directly.

Form 2: Employee Information

This form allows you to collect new employee information to add to the database.

1. In Form 2: Employee Information to collect new employee data.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New employees are saved in the form's inventory (form_id_294663022).
• To import manually go to RSC ‐ MicroView Space Mgmt. ‐ Employee Data Transfer and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'IMPORT FROM PDAS' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks
3. New assets are loaded into the Employee Data Transfer Table (pen_em) and can be reviewed in Web Central: RSC ‐ MicroView Space Mgmt. ‐ Employee Data Transfer
• Edit records with any updates and press "Copy to Inventory" to update the em table
• or Optional Automation: Can skip this review step by enabling 'UPDATE_SPACES' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks

The space module allows you to quickly collect asset data on your mobile device. Background data can be updated through Web Central.

Form 3: Receive Assets

This form allows you to collect new asset (equipment or furniture) information to add to the database through scanning a barcode. The barcode becomes the unique identifier for the asset.

1. In Form 3: Receive Assets add equipment or furniture data.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New assets are saved in the form's inventory (form_id_294666536).
• To import manually go to RSC ‐ MicroView Asset Mgmt. ‐ Asset Data Transfer Upload Only and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• This step can be automated if needed.
3. New assets are loaded into the Asset Receiving Data Transfer Table (pen_ar) and can be reviewed in Web Central: RSC ‐ MicroView Asset Mgmt. ‐ Asset Data Transfer Upload Only
• Edit records with any updates and press "Copy to Inventory"
• This step can be automated if needed.

Form 4: Equipment Information

This form allows you to collect new equipment information to add to the database.

1. In Form 4: Equipment Information add equipment data.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New equipment is saved in the form's inventory (form_id_294667845).
• To import manually go to RSC ‐ MicroView Asset Mgmt. ‐ Equipment Data Transfer and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'IMPORT FROM PDAS' and ensure that the task 'IMPORT_EQ_FORM' is enabled in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks
3. Records are then displayed in the Equipment Data transfer table (pen_eq) and can be viewed in Web Central: RSC ‐ MicroView Asset Mgmt. ‐ Equipment Data Transfer
• Edit records with any changes needed and then select and press "copy to equipment inventory" to add the equipment to the live equipment inventory.
• or Optional Automation: Can skip this review step by enabling 'UPDATE_ASSETS' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks

Form 5: Furniture Information

The furniture form is to collect data on tagged furniture, where the individual items or furniture are tracked.

1. In Form 5: Furniture Information add furniture data.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New furniture are saved in the form's inventory (form_id_294669063).
• To import manually go to RSC ‐ MicroView Asset Mgmt. ‐ Furniture Data Transfer Tagged and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'IMPORT FROM PDAS' and ensure that the task 'IMPORT_TA_FORM' is enabled in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks
3. Records are then displayed in the Data transfer table (pen_ta) and can be viewed in Web Central: RSC ‐ MicroView Asset Mgmt. ‐ Furniture Data Transfer Tagged
• Edit records with any changes needed and then select and press "copy to equipment inventory" to add the equipment to the live furniture inventory.
• or Optional Automation: Can skip this review step by enabling 'UPDATE_ASSETS' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks

Form 6: Furniture Counts

This furniture form is to collect data on un‐tagged furniture, where the counts are important but not the individual items.

1. In Form 6: Furniture Counts add furniture data.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New furniture are saved in the form's inventory (form_id_294670343).
• To import manually go to RSC ‐ MicroView Asset Mgmt. ‐ Furniture Data Transfer Non-Tagged and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• This step can be automated if needed.
3. New assets are loaded into the Asset Receiving Data Transfer Table (pen_fn) and can be reviewed in Web Central: RSC ‐ MicroView Asset Mgmt. ‐ Furniture Data Transfer Non-Tagged
• Edit records with any updates and select the appropriate option to add the furniture by standard inventory (fn).
• This step can be automated if needed.

Form 7: Complete Requests

1. Work requests assigned to the logged in user are displayed here. There data is copied to the form's inventory (form_id_294673515) to allow for direct editing within MicroView. When you have finished with a request check the 'Upload?' button to submit the updates for import.
2. The updates that you make will be imported automatically and update the work request.

Form 8: Generate Requests

1. Use this form to submit work requests. They will be created to the form's inventory (form_id_294676347) and then automatically processed to create the action item (activity_log), work request (wr), and work order (wo) if you check the box to also generate the work order.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
• Note: To assign these tasks to craftspeople there is a Planning Board in Web Central under RSC ‐ MicroView Maintenance Mgmt.

Form 9: Manage Parts

Note: MicroView can be configured to use Archibus warehouses OR MicroView warehouses. USE_WC_PART_LOCATIONS parameter needs to be set to "Yes" to use the web central parts locations.

1. In Manage Parts update, add, or transfer parts.
• If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.
2. New parts are saved in the form's inventory (form_id_295120925).
• To import manually go to RSC ‐ MicroView Maintenance Mgmt. ‐ Process Parts Inventory and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'IMPORT FROM PDAS' and ensure that the task 'IMPORT_PT_FORM' is enabled in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks
3. Updated parts are loaded into the Asset Receiving Data Transfer Table (pen_ptinv) and can be reviewed in Web Central: RSC ‐ MicroView Maintenance Mgmt. ‐ Process Parts Inventory
• Edit records with any updates and select process to update the parts counts to be updated in the part storage location and pt tables.
• This step can be automated if needed.

Inspections allows you to do ad‐hoc surveys to collect data as needed. Surveys can have a great variety of question types and failed inspections can be set up to generate work requests. The forms used in equipment surveys can also be used in inspections to survey outside of the expected cadence. The other main use of inspections it to survey rooms. Use the forms in Web Central to set up survey forms and assign them to groups to control which inspection surveys appear for which users.

If you do not check "upload" on the record, you will be able to review and edit the records that you create. They will not be processable until you have uploaded the records and they have disappeared from the review tab.

Floor Walk allows users to update room information and employee location information.

1. Create a new Floor Walk and include the dates and the Floor Walk name usually describes its scope.
• Note: The Floor Walk will no longer appear in the current floor walks tab after its end date.
2. Open the Floor Walk and select the floor. Room can be selected from the dropdown or by clicking on the drawing if there is a drawing.
3. Click the + next to room or occupancy to update the room data or occupancy.
4. Room edits are saved in the form's inventory (form_id_294660412).
• To import manually go to RSC ‐ MicroView Space Mgmt. ‐ Room Data Transfer and select 'Import from PDAs'. Select the users ready for audit and press okay to process. This will import their survey records for review. This allows you to process the audit records from users separately.
• or Optional Automation: Can skip this review step by enabling 'FLOOR_WALK_TRANSFER' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks. This will run the IMPORTRM function every two minutes.
5. Updated rooms are loaded to the Room Data Transfer Table (pen_rm) and can be reviewed in Web Central: RSC ‐ MicroView Space Mgmt. ‐ Room Data Transfer
• Edit records with any updates and press "Copy to Inventory" to update the rm table
• or Optional Automation: Can skip this review step by enabling 'FLOOR_WALK_DIRECT' and disabling 'FLOOR_WALK_TRANSFER' in RSC ‐ MicroView Setup and Utilities ‐ Schedule PDA Tasks to bypass both steps and update the rooms (rm) table directly.
6. Employee Edits allow you to add or remove occupants from a room, or manually create a new employee to add to a room ‐ this can be useful when you have new hires not yet in the system or are managing contractors who occupy space.
7. Employee location edits are added to a SpaceView move project with the same move project code as your Floor Walk. You can review all location updates and complete the move to update locations at the end of your Floor Walk.

Equipment Surveys allow you to survey equipment at regular intervals.

To use equipment surveys, you need to set up survey questions in Web Central and assign that survey to equipment standards. Any equipment with that equipment standard, if your user group is assigned to the survey form, will show up on the floorplan to survey as an icon. You can move these icons or create new equipment to survey. Survey questions allow for a lot of variety in questions and response types, and can generate work requests if a question "fails". You will also set the recurrence cadence for the survey as every x number of days, or on a regular daily, monthly (specific date or last day), or yearly. Surveys may also be completed by scanning barcodes that match their equipment code. There are also a number of icons to choose from.

Once the surveys are set up, the users who are assigned to the survey form can log in and select the icons to survey them. All yellow icons need to be surveyed. Once the survey is completed it will display as blue until it is processed, then green if there were no issues or red if there were questions that "failed". You can view reports of survey responses and failures in Web Central. You can click on a completed survey to view its responses. Once the recurrence cycle has passed, the icons will display as yellow again. Ask your account manager about email notifications for missed surveys.

MicroView is processed by the MicroView AWP engine which runs as a companion service. IT Admins with access to the server will be able to review logs.

If you ever find any MicroView dropdowns empty ‐ check the Schedule Lookup Tasks and ensure that the picklists are configured correctly and enabled.

MicroView Functions can be configured and created through RSC ‐ MicroView Setup and Utilities ‐ PDA Functions and Fields. They are then scheduled through Schedule PDA Tasks. All requests (for example, to import data from PDAs) are added to the request queue and processed in order, so you can also review the queue in Web Central to see where there may be errors.