Training Videos

Manage your Occupancy Validation (Using Workplace Portal and Workplace Admin)

The Workplace Portal can be used to validate what you have done inside Visual, Block & Stack. If we have said John Smith sitting at desk WS123, we walk around our floor on a monthly basis (using the application on a device) and confirm that it’s correct.

When you are familiar with the concepts, then watch the videos to see how to use Workplace, which is a simple tool used by Business Representatives to validate team occupancy.

You will be shown:

• How to assign somebody as a ‘validator’
• How to perform a validation and train the trainer (your validators)
• What happens and what is affected, after the validation.

Audience: Workplace Manager and Workplace Administrator

Insights Overview

• About Insights - Learn about the the interactive pre-build dashboards, Insights Editor, Insights Direct Connect, and why we recommend you use Insights Direct Connect over Serraview's Core API. (6:00 minutes)

Insights Dashboards and Reporting

• Insights Dashboards Quick Start - Learn how to use the dashboards so you will be familiar with the tools such as filters, share, schedule, and download. (6:51 minutes)

You will be shown:

• How to access the dashboards
• Running the correct dashboards for the data you want to see
• Scheduling the dashboards to be sent to other parts of your business who need access to certain information

Audience: Any user who will be using Serraview for reporting purposes.

Insights Editor

• Insights Editor Quick Start - Learn how to use the Insights Editor to get you started in dashboard creation and how to copy and edit existing dashboards. Then we show you how to publish and give your users access to the dashboards. (9:03 minutes )

You will be shown:

• how to create a simple dashboard that contains an explore
• how to copy and edit an existing dashboard
• details about moving tiles and making visualizations
• how to clean up edited dashboards by deleting unwanted dashboards
• how to publish a dashboard and give your users access

Audience: Data Analyst

Using Engage

You can use either Engage mobile app or Engage Web to easily locate and reserve available desks or spaces, near the colleagues you work with. Use it to search corporate directories and access services to make getting back-to-work safer and simpler.

• Engage Mobile Quick Start or Engage Web Quick Start (7:00 minutes) 

Audience: An employee who wants to reserve desks.

Engage Configuration

• Engage Configuration - Learn about the Engage settings and some may have been set up during implementation and only need to be changed infrequently. This video takes you through the important settings. (4:00 minutes)

Depending on your business needs and government compliance, you can either use Engage’s default settings or make changes. You will be shown:

• Where to find the configurations settings
• Update the most frequently used settings
• Other configuration settings that may be useful
• Configure Employee Privacy - Learn how to opt-out an employee from Engage's search and how to give your employees the ability to opt-out from the search from Engage Mobile or Engage Web. Also, if needed, you can disable a person's contact information so that it is hidden on the person's card. (2:28 minutes)

Audience: System Administrator