Assign People to Assets From Excel

OfficeMaps allows Permanent assignments to be controlled via a spreadsheet. To obtain the basic template for this spreadsheet on the People Tab, click Actions, Download Example Excel file to Assign People to Assets.

The template has five columns: 

Person - the username or email address of the person who will be involved in the operation. This field is optional if the PersonID column is used.

Asset - the name of the asset involved in the operation. This field is optional if the AssetID column is used.

Command - the command/s to apply to the person and/or asset. You can use a hyphen character to separate multiple commands in a single operation. See the table below.

PersonID - the internal OfficeMaps ID of the person who will be involved in the operation. This field is optional if the Person column is used.

AssetID - the internal OfficeMaps ID of the asset involved in the operation. This field is optional if the Asset column is used.

Code	Command	Parameters	Explanation
CP	Clear person allocations	Person	Clear all assets allocated to a person, all asset types.
CPD	Clear person allocations for assets with IsDesk specified in the asset type.	Person	Clear all desk allocations to a person.
CA	Clear asset allocations	Asset	Clear all allocations to the asset.
A	Add explicit allocation, leave existing	Person/Asset	Allocate a person to an asset, leave any existing allocations as is.
R	Remove explicit allocation if existing	Person/Asset	Remove a person from an asset.
M	Move (Default action A-CPD-CA Add + Clear Person IsDesk, Clear Asset)	Person/Asset	Remove person from all existing desk allocations, allocate person to a new asset,  removes all other allocations from the asset.
MP	Move	Person	Clear person if no asset or asset not found.
MA	Move	Asset	Clear asset if person not specified or not found.
A-F	Add person to asset, fail if asset contains existing allocations	Person/Asset	Allocate person to asset, but fail, i.e. don't allocate, if the asset already has an allocation.
Examples
A-CA	Add - Clear Existing Asset		Allocate person to asset and clear any other allocations on that asset.
A-CPD	Add - Clear Person IsDesk (leave existing asset)
A-CP-CA	Add - Clear Person, Clear Desk
A-CPD-F	Add- Clear Person IsDesk, Fail if desk not free.

Excel Spreadsheet Processing

Rows are processed from the top down.

If the Command value is invalid the row is ignored and processing continues to the next row.

If the listed asset name exists more than once then the row is ignored, asset names must be unique for this process.

If the Command requires only a Person or an Asset value but both values are specified the row will still be processed.

Removing/deleting allocations does not distinguish between permanent and temporary, all allocations are removed.

Person can be identified by either username or email address in the Person column.

Only the specific command combinations shown above are valid.

Person	Asset	Command		EXPLANATION
johnjones	WS12.54	CP		All of the persons existing allocations will be cleared. The Asset value is irrelevant for this command and will be ignored.
johnjones		CPD		All of the persons existing Desk allocations will be cleared, any other asset allocations for the person remain.
johnjones	WS12.54	A		Allocate the person to the asset. Any existing asset allocations for the person remain as is. Any other people allocated to the asset remain allocated in addition to this person.
johnjones	WS12.54	CA		All allocations to the asset are cleared. The Person value is irrelevant for this command and will be ignored.
	WS13.4	CA		All allocations to the asset are cleared.
fred@jones.co	WS12.8	R		If the person is allocated to the specified asset them remove the allocation.
fred@jones.co		ZZ		The command is invalid, the row will be ignored.
johnjones	ZS12.54	A		The workstation does not exist, the row will be ignored.
martinlutherking	WS12.8	A		The person has been deleted or disabled, the row will be ignored.
jillbrown	WS6.32	M		All allocations to the specified asset are removed, all Desk asset assignments for the person are deleted, finally the person is assigned to the asset.
jillbrown	WS6.32	A-F		If the asset has existing allocations then do nothing (fail), otherwise assign the person to the asset.
mark.smith	WS12.3	A-CA		Clear all existing allocations to the asset, the assign the user to the asset.
mark.smith	WS12.3	A-CPD		Clear all existing desk allocations for the person, then allocate the person to the asset.
mark.smith	WS12.3	A-CP		Allocate the person to the asset and clear all other allocations the person has to other assets.
mark.smith	WS12.3	A-CP-CA		Allocate the person to the asset and clear all other allocations the person has to other assets, and clear all people allocated to the asset.
mark.smith	WS12.3	A-CPD-F		Clear all existing desk allocations for the person, then allocate the person to the asset, but fail the entire operation if any other person is already allocated to the asset.

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