Serraview Navigation
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Global Navigation
The global navigation consists of the following:
Item |
Description |
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Serraview logo |
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Your company's logo You can update the placeholder logo with your company's logo, refer to Branding and your Company's Logo. |
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Click the Help icon to display the Knowledge Center or the Product Support panel. Learn about the Product Support panel. |
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Recently run reports. Find out how to generate reports, see Reporting. |
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The Profile icon contains the following: Suggest a Feature Got an idea ... let us know, more details in Suggest a Feature. Locale Serraview can be set up for your locale/location this will change the language, measurement, and page layout setting. For more information, refer to Set your locale. Logout You can log out of Serraview by:
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Menu Expand and Collapsed
The default menu is expanded, click the menu collapse icon to collapse the menu.
When the menu is collapsed, click the menu expand icon to expand the menu.
When you are using your UAT Environment following labels will display.
Expanded Menu
Collapsed Menu
Navigation Menu
The menu consists of the following:
Name | Description |
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Home |
The Serraview Home screen contains a dashboard that allows you to see a listing of your Service Requests, Scenario Plans, and BOS Move Plans. Also, you can quickly create or edit the requests or plans. |
Spaces |
Spaces module displays the floorplan with the different space views overlaid on top. From this module you can view and color floorplans by space type, number of seats, charge rules, and occupancy. The Spaces module allows a business to visualize the different areas of their workspace so they can:
If you are using Serraview’s Floorplan Importer, new spaces must be created in your CAD file and then uploaded. Do not use the Spaces module to create them. Also, do not edit shapes as this will interfere with the floor's ability to be exported and imported from AutoCAD in the future. If you are unsure if you are using Floorplan Importer, then check with your System Administrator. |
Block & Stack (VBS) |
The Block & Stack (VBS) brings everyone together and includes details from the Buildings & Floors, Floorplans, Organizational Units, and the Space module. You will find this module is very visual and colorful. In this module you will encounter terms, such as:
The main purpose of the Block & Stack is to make sure the teams have enough space so they can work successfully together. This module lets you set up seating and spaces for:
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Engage |
Engage is Serraview’s employee engagement and when you click the menu link this will launch Engage web. |
Locator |
Locator is our Wayfinding application and it provides a simple and quickly way for your employees to search and find desks, spaces and people. |
Audits | |
Workplace Portal |
Updating which team your people belong to and where they sit is an age-old problem. After you make your seating and team adjustments in the Block & Stack (VBS), you can validate that it matches what is happening in real life. You can arrange with your business representative to check that in real life that John Smith does sit at desk 123 and they can walk up to that desk and confirms John is actually sitting there. Or in a flexible team your business representative can find out if Mary Smith does belong to Team X. For the validation process to be effective it should happen every 30 days to ensure the information in the Block & Stack (VBS) is relevant and up to date. Also, this process can also help with reducing desk hoarding and the chargeback process (where we charge the real estate to the teams occupying the desks/spaces). |
Workplace Admin |
Workplace Administration enables centralized management of your Workplace Administrators and Workplace Managers. |
Move Add Change | |
BOS |
The BOS (Bodies on Seat) module, assists with the process of moving people from one location to another. It provides a central location for managing all move information, allows stakeholders to contribute information, ensures a single source of information, allows move details to be locked down, and offers reporting. |
Scenario Planner |
Scenario are designed for high-level strategic planning. They allow the user to plan simple or complex team moves quickly and efficiently using the business as usual information entered in the VBS, or utilization data to right-size your portfolio. The creation of a scenario could be prompted by identification of poorly utilized space, a lease ending, a new building purchase, increase or decrease of team numbers or the shift into flexible Activity Based Working (ABW) environments. |
Service Request |
Your CRE team can use the module as the central location for all the requests received from your Business, such as space request for small/large mores or for facility requests. |
Insights | |
Serraview's embedded and interactive dashboards that allows CRE teams to make data-driven decisions. |
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Reporting |
You will find all of Serraview's comprehensive list of floorplan and Excel based reports. |
Legacy Dashboard |
These dashboards are primarily used to run floorplan reports built using Serraview Report Builder. The majority of default reports within Reporting Dashboards are related to utilization reporting. |
Portfolio Dashboards |
These dashboard allows Space Planners, Relationship Managers, and Department Heads to visualize their space usage, review utilization efficiency, and justify requirements for more space based on occupancy and team allocation. |
Resources | |
Buildings and Floors |
A central repository of your portfolio's Buildings and Floors which contains leasing information, area calculations, and floorplans. |
You can keep track of your Locker assets, allocate them to teams or owners, and run a detailed report about each asset. |
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Storage |
You can keep track of your Storage assets, allocate them to teams or owners, and run a detailed report about each asset. |
Parking |
You can keep track of your Parking assets, allocate them to teams or owners, and run a detailed report about each asset. |
Document Library |
The Document Library provides a location for the System Administrator to store information related to the real estate portfolio. |
People Directory |
Contains the list of people in Serraview. |
User Security |
System Administrators are responsible for managing access to Serraview's UAT Environment and PROD Environment. |
Admin Settings | |
The Admin Settings screen displays a left-hand menu and you can favorite areas that you frequently use. Click the Favorite icon and the area will be added to the Favorites menu. For example, the File Upload has been added to the Favorites menu. |
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System Config | |
The general configuration area provides System Administrators with access to configure Serraview 3.0 and the modules. |
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Custom Fields |
Many of Serraview's forms and dialogs will include custom fields. |
Corporate Real Estate teams are a pivotal point within any organization and keeping end users apprised of relevant information regarding space requests, relocations and the validation of occupancy information is crucial. Configurable email templates allow you to customize Serraview communications to suit your business needs. |
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Data Imports | |
Data Imports (My Imports) |
Data Imports (My Imports) allows data to be imported directly into Serraview. |
Floorplan Imports |
The Floorplan Importer Tool can be used to import floorplans. Refer to Floorplan Management and Upload Floorplan using the Floorplan Importer Tool, |
File Upload |
The File Upload is used to send files to Serraview in a secure manner for processing by Serraview Support team. |
Reference Data |
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Organization Unit Hierarchy |
The Organization (Org) Unit Hierarchy represents the your business' structure . |
Space Types |
Space Type Hierarchy is used to define the Space Types used on the floorplan and these will be set up to reflect the Space Types you use in your business. |
Bulk Update |
The Bulk Update module gives you the ability to bulk update People, Space, or Teams. |
Integrations | |
Wireup |
The purpose of wireup is to take data from building/floor level down to each individual desk/space by making a connection between the physical location of the desk and the switch port that services that desk. After we have completed wireup we will be able to detect activity when a person plugs into the network port and logs into their machine. |
API Documentation |
The Serraview Core API can be used to access and maintain data related to your organization's property portfolio, allowing you to create your application or integration quickly and easily. |