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User Guidance

The document provides guidance on using the Unifier platform to manage property and building data for UNHCR. It summarizes how to log in to Unifier, navigate the home page and tabs, create a new property request, add building details, and track accessibility, inclusiveness, and space management data for office buildings. The document outlines the workflow for property requests from initiation by local or country focal points to review and approval. It also provides screenshots to illustrate steps for locating and classifying buildings within the system.
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0% found this document useful (0 votes)
53 views23 pages

User Guidance

The document provides guidance on using the Unifier platform to manage property and building data for UNHCR. It summarizes how to log in to Unifier, navigate the home page and tabs, create a new property request, add building details, and track accessibility, inclusiveness, and space management data for office buildings. The document outlines the workflow for property requests from initiation by local or country focal points to review and approval. It also provides screenshots to illustrate steps for locating and classifying buildings within the system.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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UNIFIER

U NIFIER
User Guidance
Guidance
What to find in Unifier
Logging into UNIFIER
You can access Unifier through this link: https://eu1.unifier.oraclecloud.com/unhcr.
The link gives you access to the Unifier environment of UNHCR! Type your username and password,
and then click on Sign In. To start using the database, select the Unifier option as shown in the image
below.

Home page and Navigation tab


The first page you will see in Unifier is the Home tab where you can navigate the workspace. The
Home tab is a fixed tab with a Home icon. Next to the Home icon is a plus sign which serves for
adding new tabs as a workplace. By selecting the plus sign, you will open the UNHCR Properties tab
where you are expected to start the process of creating your office building.

Home Page Navigator Username and links

Active tasks Mail Log


New and unread notifications

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Property Creation Request

To initiate the request for creating the office Building, you create the record through the Property
Creation Requests. Navigation in Unifier – UNHCR Properties > Transaction management > Property
Creation Request > Create
The New Property Creation Request work window will open, and you are invited to start adding the data.

Some data fields contain a list of data options from where the
correct data should be chosen (exm.Location, Shell Currency).
A help tooltip is available on some data attributes to assist the
user understand the question (exm.Compound Name (?))

The location can be directly provided if the GPS coordinates are known or by using the picker. When the
location picker is selected as an option a new menu will be displayed.

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Three options in the drop-down menu enable


you to provide the location of your premises:
Address; Decimal Degrees; Degrees, Minutes, 1
Seconds. 2
3

2 3

IMPORTANT!

When adding your address, the sequence should be followed as presented above. After adding
your data, always choose the pin picker. All location options after adding the data will display
on the map in the correct location.

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The last step of a Property Creation Request is to choose the Shell template. Currently UNIFIER
supports track of office premises and Office Building Template should always be picked. The Status
should be kept as Active.
Before sending the new property request for review and approval, please check all relevant data and
ensure the data you entered is accurate.

The Property Creation Request is a workflow business process. You as Local Focal Point (LFP) or
Country Focal Point (CFP) are initiating the process and creating the data. If in your operation there is
a role of LFP, they start the process and send for review/approval to CFP. CFP reviews the data, if
there is a need for revision the CFP may return the process to LFP for correction or submit for final
approval to HQ Admin.

LFP

CFP

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Navigation to Building

You will receive a system notification/email after the building has been approved and ready for use.
Navigation in the system starts from adding the new workspace by selecting the plus sign (1). You will
then see two options to choose the workspace.
• Use of Search option (2) – Add Building Name associated with the location
• Use of Search three (3) – Choose Building

2
3

(2) All Buildings associated with the


searched location will be visible.
Choose the one as per the received
email notification.

(3) When using the other search


option always choose Building
and Building Name that is
associated with user Location

Budapest

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Building Details
After navigating to your Building, the workspace will be open. To gain access to the building details,
select the building home option (1), next, navigate to My Dashboard (2) and select the Details option
(3).

1
2

The Building Details form is a data collector containing 14 information blocks. The data can be
amended and saved any time without losing previously entered records.

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Accessibility & Inclusiveness Management
The Accessibility & Inclusiveness Management module has two categories: Accessibility &
Inclusiveness Building Classifications and Accessibility & Inclusiveness Building Improvements.

Accessibility & Inclusiveness Building Classifications


To start adding data a new record should be created. The classification of a building is updated
whenever there is progress. Every time there is a change in the answer, a new record should be
created or notified the Sub-Admin to reflect the changes.

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Accessibility & Inclusiveness Building


Classifications contains five categories. Each
category has 4-6 questions for which a point is
scored for each question. The total of points
scored determines the level of classification.

At the bottom of each category the total of scored points per card will be displayed. On the
top of the menu, the total score of all cards will be calculated. Once all answers have been
provided you should select the Level by clicking on the Accessibility & Inclusiveness Level
menu.

Based on the total score, the level of building classification will be displayed. Please
select the level and save the record.

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Accessibility & Inclusiveness Building Improvements
This category is dedicated to tracking all building improvements regarding one of the five categories
of accessibility and inclusion. This module should be updated every time there is a work done and the
details of the project entered. This category may serve as a portfolio for all the completed work and
investment in building improvements to reach a higher level for accessibility and inclusiveness.

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Space Management
The space management module will serve you to manage the desk reservations through Service Now
integration. It also gives a clear view of office space and work areas.
You are adding data on Floor/Zones of the office building followed by defining the spaces and rooms
of each floor. The last data point is capturing data on the workspace/workstation/desk, depending on
the status of the station if its bookable or not this will flag the availability of workspace in service now
– the booking system.

The first step is creating the New Floor/Zone. Here you can provide codes and names to the floor as
used in your operation. This data collector can support uploading a drawing of the floor plan.

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The space/room window will display all created rooms/spaces within the building and gives the option
of creating new.

The attributes that are required as part of the space/room data collection module should be tailored to
your operation. There are no rules for coding or providing names, but they should be understandable
for the user of the building.

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The last data collector is on the workspace level. Here it can be added data on desk level and its
availability for further booking.

If the space Type is not available as per the needs of your operation, please contact HQ Admin.
The question if the desk is reservable is a key element for triggering the availability of the desk. When
the answer is “yes” the system will make that desk available for booking in service now.

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Sustainability Management
The Sustainability Management module has two categories: Sustainable Building Classifications and
Sustainable Building Benefits.

Sustainable Building Classifications


To start adding data, you should create a new record. The classification of a building is one time per
progress. Every time there is a change in the answer, a new record should be created or the Sub-
Admin notified, to reflect the changes.

Sustainable Building Classifications contains four categories. Each category has 3-5 questions for which
a point is scored per question. The total of points scored determines sustainable classification level of
the building.

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At the bottom of each category the total of scored points per card will be displayed. At the top of the
menu, the total score of all cards will be calculated. Once all answers have been provided, you should
select the Level by clicking on the Sustainable Building Level menu.

Based on the total score, the level of building classification will be displayed. You will then need to
select the level and save the record.

After you have selected the achieved level, it will be


displayed on the general information of the building
classification block. You should now save the record.

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Sustainable Building Benefits
This category is dedicated to tracking all investments in building improvements regarding one of the
four categories of sustainability. Whenever there is some building work done, you can return to this
module and fill out the details of the project. This category may serve as a portfolio for all
your completed works and investment in building improvements to reach a higher level
of sustainability.

Once the record is saved it will show in the Sustainable Building Benefits menu. Each time there is a
new project, the list of improvements will be saved and presented chronologically.

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Utilities Management
The Utilities Management module has three (four) categories: Meters (only used by Meter focal
points) Energy Management, Water Meter and Waste Management.

Meters (only for information, not used by focal points)


This Business Process is only used by the Green Box Sub Administrator role (located at headquarter
level). The process facilitates the creation of energy meters in the Unifier database ensuring that
meters are connected to the correct building. This enables the user/focal point to pick the right meter
in the Energy Management module when creating energy reading records.

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Energy Management
To start adding data, you should create a new record. The creation of a record in this module is done
for every energy source available and done as for every time period chosen. Every time there is new
information available, a new record should be created or the Sub-Admin notified, to reflect the
changes.

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Energy Management continued
If there is an energy meter installed in the building your energy consumption records can be
automatically created by selecting the correct meter installed in your building.

Once the correct meter is selected the user needs to select the meter readings available for him/her in
the system.

If there is no meter installed in the building you will only need to verify the energy source, energy
type and sub type and thereafter add consumption details under Meter Readings.

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Energy Management continued
You will also need to enter the distribution of your energy consumption if you are receiving power
from multiple sources of energy.

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Water Meter
In the Water meter module the user records water consumption and water recycling information for
specific time period. The record is created manually and is usually performed once per
month/quarter/year.
If the building is recycling water internally the users enters this data on this screen as well

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Water Meter continued
The volume of water consumed is entered under Meter Readings

It is important to select the correct Unit of Measure (UOM) for your record. If the building is recycling
water internally the users enters this data on this screen as well.

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Waste Management
The Waste Management module records information related to waste type and quantities generated
on site as well as the disposal/recycling methods used for that waste. Normally waste management
information is recorded on a weekly/monthly/quarterly basis, but the system allows for reporting for
any time period of choice.

For each waste type present on site during the selected time period details on type and quantity as
well recycling/disposal information is added under Waste Management details.

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HR Location – No User Action!

The purpose of HR Location is to connect the location of


the building with the HR administration. HR location
linked to the building will be sent to ERP as part of
update of the building information. This activity will be
only visible to you and there is no action to be taken.
HR location will be added by the HQ Administrator when
the new building is created. Ideally only one HR Location
should be selected per building but in some operations
may have more than one (Operations from one country
operating as host in another country)

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