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Requirements for Occupancy Data for Flexi Team

General Information


Description - A list of people and where they are located, either to a dedicated workpoint, team space, or neighborhood (hood).

Common Data Sources – The list may come from an existing system (such as an IWMS, CAFM, or HR system) or a manually prepared spreadsheet.

Recommended Refresh Frequency – This will depend on your organization's requirements.

Custom Fields – Custom fields are not used in this data import.

File Updates – While occupancy in Serraview can be manually updated in different ways within Space Mapping, VBS and Workplace, the Occupancy Import can be used to update bulk lists of people to teams and people to desks.

Occupancy Import


The Occupancy Import requires the following:

  • Each row of the data file represents where a person is located, either to a fixed space or a team space.

Identify a Building

The import uses the following columns to identify a building and you must include one of the columns in the import.

  • Building Number
  • Building

Identify a Floor

The import uses the following columns to identify a floor and you must include one of the columns in the import.

  • Floor Number
  • Floor

Identify a Desk or Team

The import uses the following columns to identify a desk or team and you must include either all columns or one of the columns in the import:

  • Workpoint - to add the occupant to a workpoint
  • Team - to add the occupant to a team
  • Cost Centre - to add the occupant to a cost center

Identify a Person

The import uses the following columns to identify a person and you must include either all columns or one of the columns in the import.

  • EmployeeNo
  • Email
  • LogonName

To remove an unknown person, use the _RemoveOccupancy column with the yes value.

Data Dictionary


The table below lists the columns and the required columns and values are shown in blue text.

Column Name

Description

Data Type

Max Length

Column Required

Value Required

Unique in this file

Building Number

Unique identifier for the building.

Text

20

Yes

Yes

Yes

Building Name

Name of building e.g. 'Headquarters', 'Park Tower', '210 Park Ave'.

Text

150

Yes

Yes

Yes

Floor Name

Name of the floor e.g. Ground Floor, Mezzanine, 2nd Floor, 3rd Floor.

Text

20

Yes

Yes

Yes

Floor

Unique identifier for the floor e.g. 02.

Text

20

Yes

Yes

Yes

Workpoints

Workpoint number.

Integer

32-Bit

Yes

No

Yes

Team

The name of the team area the person is located.
This requires an exact match to a team name configured in Serraview.

Text

100

No

No

No

Team Id

     

No

No

Yes

Cost Centre

The cost center associated with the person.

Text

20

Yes

No

No

Hood

Teams can sit inside or outside a hood. If the Hood column is present and no value is specified, this denotes the team (or space) is not in a hood.

Text

50

No

No

No

EmployeeNo

Unique staff identifier.

Text

50

Yes

Yes

Yes

Email

The person's email address.

Text

200

Yes

Yes

Yes

LogonName

The name used to sign in to Serraview.

Text

50

Yes

Yes

Yes