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Workpoint Import and Engage

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Level: System Administrator

Space Reservation Settings

You can bulk update the space reservation settings, using the Workpoint Import (as described below) OR you can use the Spaces Module, Set up Desk Reservation Permissions.

Download Import Report

You can use the 141 Workpoint Properties Report to list the workpoint properties. This file can be used to make changes to your workpoints and rooms to re-import to Serraview.

Import Requirements

The columns needed to complete this update are:

  • columns to identify a building, floor and container.
  • column for Is Reserve Disabled. Set the values to either: Yes; No or True; False.
  • column for Booking Rule Id. Set the values to either: Assign to desk, Team, Neighborhood, Floor, Building, Region, Everyone.

For details on the columns and the Data Dictionary, refer to Requirements for Workpoint Data.

For example:

image2021-5-3_12-16-18.png

Methods of Transfer

Data can be imported into Serraview via SFTP, My Imports or File Upload, refer to Methods of Data Transfer.

Validate the Workpoint data

You can check the has worked by checking the space in refer to Set up Desk Reservation Permissions.

Reserving Enabled Setting

When the Is Reserve Disabled column is set to Yes this will set the Space Attributes tab's Reserving Enabled check box to unchecked.

image2020-8-6_11-17-43.png

When the Is Reserve Disabled column is set to No this will set the Space Attributes tab's Reserving Enabled check box to checked.

image2020-8-6_11-17-37.png

Booking Access Setting

When the Booking Rule Id column is populated this will update the Space Attribute tab's Booking Access field.

image2021-1-7_11-35-36.png