#4 - Allocation and Occupancy

This is important as the team allocation and workplace settings will determine the permissions that Engage users will have to the spaces (such as desks, meeting rooms).

Serraview's Visual Block and Stack (VBS) is the source of truth for your allocation and occupancy data. Your Space Planner(s) need to ensure that your Visual Block and Stack is up-to-date as Engage will be using the allocation and occupancy data.

• Allocation – The allocation is where each team sits on the floors within your portfolio. This could be for both fixed teams and flexible teams or for flexible teams in a neighborhood. This is known as the "Block and Stack" and it is primarily viewed through the VBS.

• Occupancy – The occupancy is where each individual sits, either at an assigned workspace, a team, or a neighborhood.

We can either import this data or it can be maintained manually. Each organization is different, and you will have a different level of data available to you for loading into the Serraview product. The data loading starts with the allocation and occupancy data that is currently available and then built upon to create a full picture.