Using Serraview Last updated Save as PDF So where do I begin? Find When you are a new starter to Serraview, we recommend that explore how the product works. Start with the basics of navigation and how to sign into Serraview. Browse the Serraview User Types to see the roles and responsibilities of Corporate Real Estate Team and the common roles of Space Planner, Data Analyst, Relationship Manager, Workplace Administrator, Migration Manager, and Relocations Manager. Review the Core Data in Serraview to understand your space management data. Understand When you are onboarding, we have the following onboarding lists to ensure a successful implementation. Engage and Serraview Onboarding Checklist There is a special section that details using the Serraview product in COVID-19 times: Return to the Office Business Continuity Planning and Remote Working We have several recommended practices in the following areas: Space Planning Block and Stack (VBS) Chargeback Recommended Practice Scenario Planner Moves Management Service Requests BOS Scenario Planner Asset Management Update your Parking Assignments Update your Storage Assignments Update your Locker Assignments Also, there is detailed information on the maintenance of your Portfolio Data. Releases Find out about the continuous delivery of Serraview Release Management and read the latest release notes. Also, there is information on the Product Upgrades and Maintenance Windows. Support Information about support contacts and how you can view your Serraview Support tickets, see Serraview Support. Education Learn about the Serraview Training Program for General User Training and System Administrator Training. Discover The System Administration in the People Directory, User Security, and Admin Settings. Learn More Serraview HomeSpacesBlock and Stack (VBS)AuditsMove Add ChangeInsightsResourcesAdmin Settings
Find When you are a new starter to Serraview, we recommend that explore how the product works. Start with the basics of navigation and how to sign into Serraview. Browse the Serraview User Types to see the roles and responsibilities of Corporate Real Estate Team and the common roles of Space Planner, Data Analyst, Relationship Manager, Workplace Administrator, Migration Manager, and Relocations Manager. Review the Core Data in Serraview to understand your space management data. Understand When you are onboarding, we have the following onboarding lists to ensure a successful implementation. Engage and Serraview Onboarding Checklist There is a special section that details using the Serraview product in COVID-19 times: Return to the Office Business Continuity Planning and Remote Working We have several recommended practices in the following areas: Space Planning Block and Stack (VBS) Chargeback Recommended Practice Scenario Planner Moves Management Service Requests BOS Scenario Planner Asset Management Update your Parking Assignments Update your Storage Assignments Update your Locker Assignments Also, there is detailed information on the maintenance of your Portfolio Data. Releases Find out about the continuous delivery of Serraview Release Management and read the latest release notes. Also, there is information on the Product Upgrades and Maintenance Windows. Support Information about support contacts and how you can view your Serraview Support tickets, see Serraview Support. Education Learn about the Serraview Training Program for General User Training and System Administrator Training. Discover The System Administration in the People Directory, User Security, and Admin Settings.
