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Growth_50x50.png Training Videos
Prior to beginning training, it is recommended you review the Corporate Real Estate Team to understand your key role within your team and which videos will be of most benefit to you. 
Library Contents
 
The library has a collection of short videos covering module overviews and how-to procedures; these are designed to help you quickly grasp key concepts and skills.
image2022-6-6_13-45-39.png Quick Start

Audience: All General Users

Let’s us introduce you to Serraview, where we will show you:

  • an overview of the modules and the home screen
  • how to log into Serraview
  • get a feel of the navigation

About Serraview - Learn about the product, what's its purpose, and how to navigate your way around. Length: 8:00 minutes 

Serraview Navigation - Learn about the Global Navigation, how to expand and collapse the menu, and how to add an Admin Setting to the Favorites menu. Length: 1:06 minutes 

image2022-6-6_13-45-39.png Methods of Data Transfer 

Learn how data is transferred into Serraview via imports and then how your Portofolio data is extracted.

Portfolio Data - Import - Watch the video to learn about the methods to import data into Serraview, before you read about the details in the relevant articles. (7:21 minutes)

Portfolio Data - Extract - Watch the video to learn about the methods to extract/export data from Serrraview, before your read about the details in the relevant articles. (5:04 minutes)

Floorplan Management - These articles detail how floorplans are imported into Serraview.

Space

image2022-6-6_13-45-39.png Space Module

Spaces - Learn how to visualize the floors in your buildings through different overlays, search for your people/spaces and make changes in bulk via this module. (3:00 minutes)

This is where most people spend their time in Serraview and we will show you:

  • Look at your floorplan maps in a variety of different views
  • How to make a bulk update to your spaces
  • Tagging items on your floorplan for search or reporting purposes
  • Search for people and spaces

Audience: All General Users who have access to this module. You can give people View & Edit mode, or you can give View-only.

Block & Stack (VBS)

image2022-6-6_13-45-39.png Block & Stack (VBS) Module

The Block & Stack (VBS) is where you can view and edit where your teams & people are sitting, i.e., who is sitting in what desk/office?

Audience: This is where the Space Planner will spend their time in Serraview, and you can give users View & Edit mode, or you can give View-only access.

Workplace Portal

image2022-6-6_13-45-39.png Workplace Portal

The Workplace Portal can be used to validate what you have done inside Block & Stack (VBS). 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.

Audience: Workplace Manager, Workplace Administrator, Business Representative

Scenario Planner

image2022-6-6_13-45-39.png Scenario Planner Module

Scenario Planner Overview  - This video presents an overview and shows you around the module. (2:54 minutes)

Create and Duplicate Scenario Plan & Security - Learn how to create or duplicate an existing scenario plan. (2:45 minutes)

Insights

image2022-6-6_13-45-39.png Insights Overview

Insights Overview - Learn about the interactive pre-build dashboards, Insights Editor, Insights Direct Connect, and why we recommend you use Insights Direct Connect over Serraview's Core API. (4:59 minutes)

image2022-6-6_13-45-39.png 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.

image2022-6-6_13-45-39.png 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

Engage

image2022-6-6_13-45-39.png 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.

  • Download, Sign In, and Engage - Learn how to download, sign in, and engage with the mobile app. (00:47 seconds)
  • Using Engage Overview - Learn how to use Engage and remember the interactions are the same for the mobile app, kiosk, and the desktop web application. (5:02 minutes) 

Audience: An employee who wants to reserve desks.

image2022-6-6_13-45-39.png 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. (2:08 minutes)

Audience: System Administrator

SVLive (Serraview Live)

image2022-6-6_13-45-39.png Overview

About SVLive - Learn about SVLive to understand an overview of how this captures utilization of your organization's office space. (5:47 minutes)

How SVLive Wi-Fi Works - The Utilization Technology called SVLive Wi-Fi can be used when you want to understand the employees' behaviors and to understand the people statistics for a floor, neighborhood. (1:08 minutes)

How SVLive Wired Works - The Utilization Technology called SVLive Wired can be used when you want to understand the employee’s behaviors and to understand the people statistics for a floor, neighborhood, or desk. (1:00 minutes)

image2022-6-6_13-45-39.png Maintenance

How to keep SVLive Healthy - Learn about what is needed to make sure your SVLive remains healthy. (3:22 minutes)