Serraview and Eptura Engage Onboarding Checklist
Eptura Engage
Use the checklist below to get your business up and running.
HR and Location Data
Serraview as the single source of truth for HR and location data, this table gives you can overview.
| Items | Managed By | Description |
|---|---|---|
|
Region / Buildings / Floors / Teams / Neighborhoods |
Serraview |
These entities are recreated in Eptura Engage as “User Groups”. The User Groups will include: Team, Neighborhood, Floor, Building, and Region. For more details, see User Groups below. |
|
Floorplans |
Serraview and Eptura Engage |
Managed in Serraview and Eptura Engage. Coming Soon - Floorplans imported to Serraview will automatically import and update in Eptura Engage. |
|
Space Types |
Serraview | For more details, see Space Type below. |
|
Space Function |
Serraview | For more details, see Space Function below. |
|
Calendar Integration |
Eptura Engage |
User Groups
Region / Buildings / Floors / Teams / Neighborhoods are managed in Serraview, and these entities are recreated in Eptura Engage as "User Groups".
Buildings and Floors
For the buildings and floors you want to integrate with Eptura Engage, you will need to complete the following:
- Location Integration - Make sure setting is enabled for the building and floors you want to use in Eptura Engage.
- Building Location - Make sure the building's address and Standardized Country and State are correct.
- Naming Convention - It is important to remember that the User Groups will use the building's Short Name from Serraivew. If the Short Name is longer than 20 characters, then Eptura Engage will truncate it and if the Short Name field is blank, the first 20 characters of the building name will be used instead.
For more details, see Add, Edit, or Delete a Building and Add, Edit, or Delete a Floor.
User Group Naming Convention
The user group names use the following format.
| Group Type | Naming Convention | Example |
|---|---|---|
|
Region |
[[Region]] |
MA (Region = Standardized State) Remember, for the Region user group, at least 1 builidng must be enabled. |
|
Building |
[[Building]] | Harrison Ave |
|
Floor |
[[Building]] - F [[Floor]] | Harrison Ave - F 04 |
|
Neighborhood |
[[Building]] - F [[Floor]] - NH [[Neighborhood]] | Harrison Ave - F 04 - NH Finance Neighborhood |
| Team in Neighborhood | [[Building]] - F [[Floor]] - NH [[Neighborhood]] - [[Team]] | Harrison Ave - F 04 - NH Finance Neighborhood - Accounts Receivable |
|
Team outside Neighborhood |
[[Building]] - F [[Floor]] - [[Team]] | Harrison Ave - F 04 - Fraud Prevention |
Expand to see the building and floor in Serraview's Block and Stack (VBS)
Space Types
For the space types you want to send to Eptura Engage, you will need to make sure the following are set:
- Integration Usage is set to Me or We.
- Integration Function is either Assignable, Bookable, or Flexi.
For more details, see Add, Edit, or Delete the Space Types.
Expand to see the Space Type settings
Booking Rules
The following is managed by Eptura Engage
| Items | Managed By | Description |
|---|---|---|
|
Personal and Meeting Spaces |
Eptura Engage |
Space/Resource Group booking permissions are managed in Eptura Engage. |
|
User Permissions |
Eptura Engage |
Permissions applied to individual users will still be managed in Eptura Engage. |
Distribution
Now, you are ready to distribute Eptura Engage to your employees. Below are links to our adoption kit and the getting started guides.
Eptura Engage Adoption Kit
We’re excited to support you and your team as you implement and roll out Eptura Engage across your organization. This onboarding kit is designed to ensure a smooth and successful transition, making it easier for both new and existing employees to adopt the software. Change management is crucial for a successful rollout, and our kit is here to guide your team through this process, providing the resources and information they need to adjust smoothly.
Getting Started
Eptura Engage web app
Eptura Engage mobile app
Microsoft Outlook
Microsoft Teams
Eptura Screens
- Desk booking screen ↗
- Room screens ↗
- Kiosk ↗
- Screens and devices ↗ - This is where you will find the configuration and administration guides.
Additional Configuration
Intelligence Booking
'Intelligent booking' uses AI to select and book personal spaces, using learned intelligence such as the location of spaces booked by members of your team and spaces you've booked before. Learn more ✨ Intelligent booking for personal spaces ↗
Room Screens
Customize room screens with backgrounds and logos that reflect your company’s brand. You can choose from several predefined themes, or create your own. You can create as many themes as you like, enabling different themes for every room, floor, or building, and setting a default theme. Learn more: Customize meeting room screen displays ↗
Concierge
The Concierge is a customizable menu of tiles displayed on the Eptura Engage mobile app Today screen and the Eptura Engage on the web Today page. Each tile provides quick and convenient access to your choice of location-specific websites and resources, directly from Eptura Engage, and can be set to display for a specific timeframe if required. Learn more: Concierge ↗
Workweeks and workweek assignments
Workweeks and workweek assignments are entirely created and managed in Eptura Engage. Learn more: Workweeks and Workweek Assignments ↗
First Responders
Key worker roles allow you to identify and locate employees responsible for key activities in your workplace, such as Fire Marshals, First Aiders, and Mental Health First Aiders. Your Administrator can assign key work roles to users from the User Administration. Learn more: Key Worker Roles ↗
Parking or Lockers
Workspace Types give you the flexibility to choose precisely the type of space you want to use, such as a parking space or locker. The available workspace types depend on your organization’s configuration. The bookable personal space resource is set for the appropriate workspace type.
Learn more: