How to configure a community Floor Plan

Floor Plan configuration is integral to your community's occupancy tracking in ALIS. This guide outlines steps to set up the Floor Plan. 

For setup assistance, contact your Account Manager or our ALIS Customer Success Team. 

Where to configure the Floor Plan

In order to assign rooms in the Move-In & Community Information section of the resident profile, the community floor plan must first be configured to match the building's rooms as closely as possible.  

To begin, go to the Communities menu > Floor Plan.

• The top of this page contains two tabs with key functions for configuration:
  • • • The Floor Plan tab is where we create and edit rooms. This tab also contains filters and a search bar to help locate specific rooms, which can be helpful if your building is large.
      • The Settings tab is where we create and update the room categories, room types, and toggle other occupancy settings options. 

Create Rooms 

1. First, click into the Settings tab. You will need to create the Room Categories and Room Types at your building. 
   1. 1. • Room Category is often similar to the resident's product type, and many communities use this categorization to meaningfully sort occupancy statistics. Note that if you do not create Room Categories, they will be labeled as "Uncategorized."
         • Room Types are often the different room size offerings in the building. When adding Room Types, you also have the option to set a Description, Size (sq. ft.), and Market Rate that will apply to all rooms assigned to this type and be visible in your reports.
         • If you manage multiple communities and want to ensure standardization, you can use the Copy To buttons to copy the categories and types to other communities' floor plan settings. 
2. Next, go to the Floor Plan tab, and click the +Create Rooms button. This opens a pane where you must name the floor, hall, room category, room type, and then you can create a range of rooms. 

• • • • Floor - This helps sort your room numbers by specific floor. The first time you create a set of rooms, you need to click the +Add New button and type the floor name (i.e. First Floor). The next time you go to create a batch of rooms, that floor name will be available in the dropdown menu, and you can use the +Add New button to continue to create batches of rooms for different floors.
      • Hall - This helps sort your room numbers by hallways within the floor. The first time you create a set of rooms, you need to click the +Add New button and type the name of the hall (i.e. East Wing). If you do not have specific names for halls in your building, you can choose a generic name to apply to each floor (i.e., Main). 
      • Category - This menu shows a list of Room Categories that were created in the Settings tab. Note that the category you select here will apply to all room blocks created below.
      • Type - This menu shows a list of Room Types that were created in the Settings tab. Note that the type you select here will apply to all room blocks created below.
      • Beds - This determines how many separate "beds" or units to apply to each room within this room block. Use the A, B, C, D buttons to indicate the total number of beds per room (A=1 bed, B=2 beds, C=3 beds, D=4 beds). Refer to this Occupancy Terminology and Calculations guide to learn more about how beds impact occupancy.
      • Create room blocks - This is where you enter the room number ranges. Note that ALIS will create a room in chronological order for each number within the set range. This range gives you flexibility to add a single room as well as multiple rooms within the room blovk and can be helpful if you have a room block that skips numbers (i.e., Your first floor has rooms 101-115, 117, and 119-120). 
        • • • To add only 1 room to this room block, type the same number in each field (i.e., "101 through 101"). 
            • To add multiple rooms at once, click +Add Another Set and type in the number range (i.e., "101 through 120"). 

Edit Rooms

In the Floor Plan tab, you can edit rooms individually or in bulk.

• To edit one room at a time, locate the room number and click on the pencil icon found at the far right end of that line.
• To bulk edit rooms, use the below options:
  1. 1. 1. Use the checkboxes to the left of each room name to multiselect the rooms you would like to edit.  You can also use the checkboxes next to the Floor name or Hall name to either select all rooms within the Floor or Hall. Once you select the rooms you want to update, you will be able to click on the buttons above the floor plan table.
           1. 1. • Bulk Set opens a pane where you can update room attributes that affect all rooms selected.
                 • Bulk Disable allows you to temporarily remove rooms from your floor plan.
                 • Bulk Delete removes the selected rooms and are unable to be recovered. 
                 • Migrate Historical Data opens a pane that provides the ability to reassign room properties based on what is listed.
                 • Reassign Med Carts button can be used to reassign residents' Med Carts based on the floor plan's default carts. 
        2. Click the Bulk Edit button at the top right of the table to go to the Edit Rooms page where you will see all rooms on the selected floor and be able to make individual changes to them. 

Related Articles: 

• How to Assign a Room
• Occupancy Terminology and Calculations
• How to Audit Resident Occupancy 
• Unit Occupancy Report Guide
• How does 'Hotel Rules' impact the Unit Occupancy Report? 

For more assistance with Floor Plans,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@medtelligent.com