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Requirements for Allocation Data for Fixed Team

Eptura Knowledge Center

Requirements for Allocation Data for Fixed Team

General Information


Description - A list of all spaces and the assigned org unit. The file populates the org unit assigned to a desk, office, meeting room or support space.

Common Data Sources – The list may come from an existing system (such as an IWMS, CAFM, or HR system) or a manually prepared spreadsheet.

Recommended Refresh Frequency – This will depend on your organization's requirements.

Custom Fields – If you have any custom fields to be included, then inform your SpaceIQ Onboarding Manager as custom fields must be configured in Serraview prior to import.

Custom fields that are not part of the original scope of work for the implementation, will be considered a modification that will incur an additional cost. Any modifications will require a change request to be created.

File Updates – While allocation in Serraview can be manually updated in the Block and Stack (VBS) and Workplace Portal the Workpoint Import can be used to update bulk update allocation.

Workpoint Import


The Workpoint Import requires the following:

  • Each row in the data file represents a single space.

Identify a Building

The import uses the following columns to identify a building and you must include one of the columns in the import.

  • Building Number
  • Building

Identify a Floor

The import uses the following columns to identify a floor and you must include one of the columns in the import.

  • Floor Number
  • Floor

Data Dictionary


The table below lists the columns and the required columns and values are shown in blue text.

Column Name

Description

Data Type

Max Length

Column Required

Value Required

Unique in this file

Building Number

Unique identifier for the building.

Text

20

Yes

Yes

Yes

Building Name

Name of building e.g. 'Headquarters', 'Park Tower', '210 Park Ave'.

Text

150

Yes

Yes

Yes

Floor Name

Name of the floor e.g. Ground Floor, Mezzanine, 2nd Floor, 3rd Floor.

Text

20

Yes

Yes

Yes

Floor

Unique identifier for the floor e.g. 02.

Text

20

Yes

Yes

Yes

Workpoint

Workpoint number or space name. For example W.11.006

Text

50

Yes

No

Yes

Team

The name of the team area the person is located.
This requires an exact match to a team name configured in Serraview.

Text

100

No

No

No

Cost Centre

The cost center associated with the person.

Text

20

No

No

No

 

Any custom fields?