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Prep Vantage Space

Purpose

We use Vantage Space to collect usability study data. By uploading floor plans, we can assign departments, space types, and capacities to each studied workspace. RAs are assigned spaces so they know which spaces they are studying and simply have to fill in the info fields on each tour.  

Responsible Party

Data Analyst

Interdependencies

Client FPs have been received + approved.  

Directions
  1. Sign into the doris@dorisresearch.com account (login info is in 1Password)
  2. Create Project
    a. Due to Vantage Space's setup, you will need to create a new Organization for each project. 
    b. Name it the project's organization and enter DORIS's information into the address fields. 
    c. Click on Study Options on the left bar menu and edit the default Activities, Technologies, and Workspace Types +      save.
    d. Click Create New Study. In the Study Title Field, enter the Organization's name. Enter a number for the Study Reference, set the Time Zone, Study Dates, Meghan Tooman as the Study Manager and click Save. 

  3. Upload Floor plans
    a. In the Draft Studies page, select Buildings and Floors. 
    b. Click Add Building to input building name + address. Then click the map icon to upload floor plans.

  4. Update Workspace types under "Organization settings." These will vary by project, but generally, they all have: 
    1. Auxiliary Seating
    2. Coffee
    3. Individual Workstation
    4. Printer/Copy
    5. Private Office
    6. Conference Room

  5. Update Activities under "Organization settings." 
    1. Collaborating/talking with someone in person
    2. Eating/Drinking
    3. In a virtual meeting
    4. Interacting with computer/device
    5. Interacting with non-digital tools (paper, etc.)
    6. In a hybrid meeting
    7. On a phone call
    8. Other

  6. Update Technology under "Organization settings."
    1.  Headphones (call/meeting)
    2. Headphones (focus)
    3. Laptop (BYO)
    4. Monitor
    5. Paper/Analog
    6. Web conferencing technology
    7. Whiteboard

  7. Update workspace types (these will differ for some clients). Consult with Ops Manager if different workspace types are not listed on the floorplans. What is generally included: 
    1. Auxiliary Seating
    2. Break Room
    3. Coffee
    4. Huddle Room
    5. Individual Workstation  
    6. Conference Room
      1. If Conference Rooms are named, then name the point to match. (e.g., 
    7. Open Collaboration
    8. Private Office
    9. Reservable Office
    10. Phone Booth
    11. Printer/Copy
    12. Shared Office
    13. Touchdown
    14. Wellness Room
  8.  Creating + editing workspace points 
          a. Click on the space in the floor plan you want to make an area of study (e.g., an office)
          b. Click add new workspace and enter Workspace Type, Capacity, and Department. Click Save. 
          c. To edit a singular workspace, click on it, select "Edit workspace" and make necessary changes.
Resources

How to Create Organizations, edit Study Options, and upload floor plans

Creating, Editing, and Assigning Workspaces in Vantage Space

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