Using the Bulk Update Module

The following fields can be updated in bulk:

Setting	Learn More about the Setting
Work From Home	If you have an employee who works from home then you can update the employee's status.
Opt-out of SVLive	SVLive If you have an employee that requires not be found in SVLive, System Administrator can opt-out of the employee.
Opt-out of Engage	Engage If you have an employee that requires not be found in Engage, your System Administrator can opt-out of the employee from Engage's search. See Opt-out an Employee from Engage's Search.
Archive if not present in Import	Learn more about Archive Candidates in Archive or Reject People on the Archive Candidates List.
Chat Type	The chat type, for example, MS Teams or Slack.
You can apply a special role tag to a person to indicate they have a requirement such as OHS Requirement, Needs a sit-to-stand desk, Needs dual monitors. Or you can apply a tag to a person to indicate they have a special role such as Fire Warden, First Aid Officer, or Floor Warden. See Add or Remove a Special Role or Tag on a Person.
Supported Custom Fields	Any custom fields that have been set up against your people data to record additional data relevant to your business. See Custom Fields.

For details on how to bulk update the fields, see Bulk Update Person and how to send out emails in bulk.

The following fields can be updated in bulk:

Setting	Learn More about the Setting
Notes	Note about the space, see Space Details From.
Space Attributes	Add, edit, or remove the space's attributes, see Add or Remove the Space's Attributes.
Tags	Tagging is an labeling system for entities in Serraview and we recommend that you use these for internal reporting. Tags are used to categorize items in several different ways. See the Space Details From.
Reserve From and Reserve To	You will be able to specify a Reserve From date or the Reserve To date for when a desk is available to be reserved. Learn more in Limit a Space's Reservation by Date.
Reserving Enabled	Check Reserving Enabled check box for the space to be reserved through Engage or Locator. Engage If you are using Engage, see Configure Desk Reservations and Configure Space Reservations. Locator If you are using Locator, see Configure Locator Space Reservations.
Booking Access	Set the Booking Access to configure who is allowed to reserve the space. Engage If you are using Engage, see Configure Desk Reservations and Configure Space Reservations.
Supported Custom Fields	Any custom fields that have been set up against the space data to record additional data relevant to your business. See Custom Fields.

For details on how bulk updates the fields, see Bulk Update Space.

The following fields can be updated in bulk:

Setting	Learn More about the Setting
Administrator Comments	Administrator comments, see Team Details Form, and these comments will display in Workplace's Team Workplace's Team Administrator Comments field, see Confirm Team Validation.
Tags	Tagging is an labeling system for entities in Serraview and we recommend that you use these for internal reporting. Tags are used to categorize items in several different ways. See Team Details Form.
Default Target Ratio and Default check box	Remember the default target ratio is set in Portfolio and the Building or Floor and you can learn more in Set the Target Ratios. These are set by your System Administrator however you can change the target ratio for a Flexible Team in bulk or for a single team. See Change Flexible Team's Target Ratio.
Workplace Administrator	Displays your administrators. See Team Details Form and another way to manage your Workplace Administrators in bulk and send out invitations, see Workplace Administration.
Storage Administrator	Displays your administrators. See Team Details Form.
BOS Corodinator	Displays your administrators. See Team Details Form.
Technology Coordinator	Displays your administrators. See Team Details Form.
Supported Custom Fields	Any custom fields that have been set up against the team data to record additional data relevant to your business. See Custom Fields.

For details on how to bulk update the fields, see Bulk Update Teams.

Support Custom Fields

The custom fields that are supported are:

Boolen (For example, a check box)
DateTime
Decimal
Entity - Single & Multi-Select (For selected entities only that are supported in Serraview such as Building, Floor, Neighborhood, Org Unit, Person, and Reference Value)
Integer
Keyword - Single & Multi-Select
Text

For information on how to set up custom fields, see Custom Fields.