How to Add and Remove an Occupant

How to Add and Remove an Occupant

Add Occupant

  • From a Room page, scroll down to the Occupants section.
  • Click Add (next to Occupants header, in blue). This brings you to the Select Contact page.
    • The Dept field auto-fills with the department name that the room is assigned to. If the employee belongs to that department proceed to the next step. 
    • If the employee is in a different department, click on the Reset Form in the upper right corner of the screen so you can search the entire contact database and proceed to the next step.
  • Type the employee's name, or part of it, in the Name box and click Enter on your keyboard. If you see the correct employee name listed, click on the name. 
    • Optional: Occupancy Start and End dates
    • Optional but recommended: Primary Location (Yes/No)

    • Not in use: "Publish Location to Campus Directory"

  • Click Create. You will automatically be returned to the room page.

Remove Occupant

  • Navigate to a Room page
  • Scroll down to the Occupants section
  • Click Edit (on the far right) for the occupant’s name
  • Click on Remove Occupant (in blue) at top of the page, far right
  • A screen appears: click on Remove button
  • You will be returned to the Room page