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Occupants

Occupancy Screen​

Screen Overview​

The Occupancy screen is used to manage organizations or tenant entities that occupy space within a facility. It provides filtering to find occupancies and a results grid with key details (People, Website, Phone). From this screen you can create new occupancies, view or edit existing ones, synchronize status (if integrated), and export results.

Field Definitions​

Field LabelDefinitionNotes
SystemFilters results to a specific BluSKY system.Optional. Default is -- All --.
FacilityFilters results to a specific facility within the selected system.Optional. Default is -- All --.
SearchStatus filter applied to results.Default is Active. Choose All to include inactive records. Mirrors the “Active
ViewScope filter determining which records are shown.Default is All. Options depend on role/tenant context.
Search TextFree-text filter for occupancy name.Supports partial matches. Leave blank to return all matches for other filters.
Active (quick link)One-click shortcut to filter by active occupancies.Located next to the page title. Equivalent to setting Search = Active.
All (quick link)One-click shortcut to show all occupancies regardless of status.Equivalent to setting Search = All.
OccupancyName of the occupancy (tenant/company) in the results grid.Click a row to enable record actions.
PeopleCount of people linked to the occupancy.Read-only. May be 0 if none assigned.
WebsiteWebsite associated with the occupancy.Hyperlink opens in a new browser tab/window (if provided).
PhonePrimary phone number for the occupancy.Formatting may vary; may be blank.

Screen Actions and Functions​

  • Create – Opens the occupancy create form. Available both above the filter area and in the grid action bar.
  • Submit – Applies the selected filters and loads matching results.
  • Reset – Clears filters back to their defaults.
  • View – Opens a read-only view of the selected occupancy record.
  • Edit – Opens the selected occupancy for modification.
  • Delete – Removes or deactivates the selected occupancy, depending on configuration and permissions.
  • Sync Status – Initiates a synchronization of the selected occupancy’s status with connected systems, if integrations are configured.
  • Export – Exports the current results to a file (honors applied filters).

Usage Instructions & Examples​

How to Find an Occupancy

  1. Set System and Facility (optional).
  2. Choose Search = Active or All, and set View as needed.
  3. Enter all or part of the occupancy name in Search Text.
  4. Click Submit. Review the results grid.

How to Create a New Occupancy

  1. Click Create.
  2. Complete required details in the create form (e.g., name, contact info).
  3. Save. The new occupancy appears in the results after you click Submit or refresh.

How to Edit an Existing Occupancy

  1. Locate the record using the filters and click Submit.
  2. Click once to select the row.
  3. Click Edit, make changes, and Save.

How to Export the Occupancy List

  1. Apply filters and click Submit to display the desired results.
  2. Click Export to download a file containing the filtered results.

How to Sync Status (if available)

  1. Select the occupancy row.
  2. Click Sync Status. Monitor for completion or confirmation message.

System Behaviors and Edge Cases​

  • Changing filters does not refresh the grid until you click Submit.
  • With no row selected, only Create and Export are shown in the grid action bar. Selecting a row enables View, Edit, Delete, and Sync Status.
  • The Active | All quick links instantly set the Search filter to the matching status.
  • Website values open in a new browser tab/window when clicked. Blank values are displayed as empty cells.
  • Phone and Website fields are optional and may be blank.
  • Export respects the filters currently applied on the screen.
  • If you lack the necessary permissions, certain action buttons (Edit, Delete, Sync Status) may be hidden or disabled.
  • Large result sets may load in pages; a counter near the grid header shows the current record index/total.

Permissions​

  • Screen access is typically granted to Global Administrators, Tenant/Facility Administrators, and Property Managers.
  • Edit, Delete, and Sync Status require a manage-occupancy privilege (e.g., ManageOccupancy or equivalent).
  • Export may require an export/reporting privilege.
  • Users without edit privileges have read-only access (Create/Edit/Delete hidden or disabled).

Linked Workflows​

  • People: After creating an occupancy, add or associate People who belong to that occupancy.
  • Access Management: Assign access levels/permissions to people within the occupancy from the Access Levels and Credentials workflows.
  • Visitor Management: Use the occupancy when scheduling visitor invites and lobby check-ins.
  • Facility Setup: Associate the occupancy with suites/floors or space assignments (if configured in your environment).