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Add, Edit, or Delete the Space Types

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Level: System Administrator

The Spaces Types, Custom Layers, and Markers can be managed by your System Administrator.

Contents

  • Add Space Type
  • Edit a Space Type
    • Step 1. Edit an existing Space Type
      • Default Attributes tab
      • Space Data tab
        • Allocation
        • Occupancy
      • Engage tab
        • Engage
        • Locator
        • Wireup
        • Integration (Serraview and Eptura Engage Integration)
    • Step 2. Optional - Push Defaults to Space Types
  • Delete a Space Type
    • Step 1. Change the Space Type color
    • Step 2. Run 324 Mapped Space Type Report
    • Step 3. Change the Space Type for the mapped Spaces
    • Step 4. Delete the Space Type

It is important to remember that for Markers, these are a default set in Serraview and your System Administrator cannot add, edit, or delete these. The Markers are displayed in Serraview and in Engage. By default, they are invisible in Serraview-Engage and if you want certain Markers to be visible, then your System Administrator can enable them; see Make your Markers visible in Serraview-Engage.

Add Space Type

You can add or edit a space type.

  1. Navigate to Admin Settings > Reference Data > Space Types.
  2. Select parent space type.
  3. Click the Add button. The Add Space Type form displays.

Complete the form and refer to the Edit a Space Type section below for the field description.

If you use Custom Space Layers in the CAD files you import into Serraview, then your floor plan import schema will need to be updated. You will need to email support@serraview.com with a list of the space types you have added or edited to request the update.

Note that if your schema uses the Space Layers found in Serraview CAD Preparation, then your schema will not need updating.

Edit a Space Type

You can edit an existing space type to define the default attributes, space data fields, and Engage fields.

Step 1. Edit an existing Space Type

  1. Navigate to Admin Settings > Reference Data > Space Types.
  2. Click the space type and the Edit form displays the following tabs:
    • Default Attributes tab
    • Space Data tab
    • Engage tab

Default Attributes tab

In the Default Attributes tab complete the following:

Field Description
Space Type Name field

Enter the name of the space type.
Use Default Mapping Color check box

If you want to use the default color then leave the default checked.

If you want to use a custom color then:

  1. Uncheck the Default Mapping Color check box.
  2. Click the Custom Color picker.
  3. Either select the color, or enter in a HEX code or an RGB (red, green, blue) code. Refer to https://www.color-hex.com/ this site displays colors in the HEX code and the RGB code.
Polyline Type option buttons

Select either polygon or point.

For example, the parent space type will be a polygon such as Workspace and a child space type will be a point such as Desk: Standard.

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Can have workpoints check box

If the space type can have workpoints then leave the default checked and in the Workpoints spin box, enter the number of workpoints.

If the space type does not have workpoints then uncheck.
Can have seats check box

If the space type can have seats, then check the Can have seats check box.

For example, a meeting room will contain seats.
Can have storage check box

If the space type contains storage, then check the Can have storage check box.

For example, a storage room or a meeting room could have a storage area.
Include in the VBS Space Type Panel check box

When this is checked then this displays the space type in the VBS Information Panel's Spaces tab, see View the Spaces on the Block. 

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Tags field Enter the tags, and for more details, see Add, Edit, Delete, Remove, or Merge Tags.
Name Must be Unique check box This lets you set that every name applied to the space type must be unique.
Name Conflict Group check box If you apply for a Name Conflict Group number, all other space types with that conflict group number applied will be checked to confirm they are unique before saving.

Name Templates

The Name Templates are the format(s) that can be applied to a space type. 

You can create name templates in your space type hierarchy.

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  1. Click the Add Template button. The Name Template dialog displays.

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2. Complete the following:

Field Description
Template Name field

In the template field you can add the following formatting:

  • {F} for the floor number.
  • {T} for space type.
  • {#} for number and the number of hashes will format the leading zeros. For example {###} will generate numbers for the amount of space types you want to have and Desk 12 will display as 012.

The Serraview default workpoint numbering template is W.{F}.{###} For example, if the workpoint was on the 3rd floor and was the 5th workpoint created, it displays as W.3.005
Location Search or browse for the location.

3. When you have completed the format, click Add Template button.

To delete a Name Template, select the template and click the Delete Template icon.
Tags field

For more information, see Tagging.

Space Data tab

In the Space Data tab complete the following if you want to set the defaults for a space type.

Allocation
Field Description
Default Charge Rule drop-down

If you use Chargeback then you can set the Default Charge Rule.

For more information, see Chargeback.
Default Allow Org Unit Allocation check box Check the Allow Org Unit Allocation check box, if the space type can be allocated to an Org Unit. Uncheck if the space type can not be allocated to an Org Unit, for example, a meeting room.
Chargeback Weight field

This affects the weighting calculations of Recharge.
Classification drop-down

Select the classification for the space type. This classification is set using the keyword called Space Classifications and is used for BOMA.

For more information, see Keywords.
Function drop-down

Select the function of space type and the default setting is Unknown.

This defines the purpose of the space and this lets you categorize your space types from a main Space Function list, for example, Core Building Service, Encroachment, Expansion, Secondary Circulation, Training, Public Space, Laboratory, Office - Individual, Office - Collaboration, Unknown.
Occupancy
Field Description
Default Occupancy Configuration drop-down

From the Default occupancy configuration drop-down, select either:

  • Do not allow occupants
  • Multiple occupants
  • Multiple occupants (prompt)
  • Single occupants

Engage tab

In the Engage tab complete the following.

Engage
Field Description
Stylized Floor plan Render drop-down

Serraview-Engage Setting

By default, this is set to Interactable.

You can configure which buildings and floors you want to show or hide to your Serraview-Engage users. For more information, see Set up the Space Types for Serraview-Engage.
Default is Reserving Disabled check box

Serraview-Engage Setting

By default, this is set to un-checked.

You can disable the default reserving for certain space types. This setting is found on the Space Types, Engage tab. For example, disable the reserving for the Escalator space type.

For more information, see Set up Desk Reservation Permissions.
Employee Grade Access

Serraview-Engage Setting

An Employee Grade helps you identify a grouping of employees with similar positions to allow them to reserve certain desks or offices in your organization.

For more information, see Set up Employee Grade Booking Rule.
Locator
Field Description
Default Show Availability in Locator check box

By default, this is set to un-checked.

Check the Default Show Availability in Locator check box if you want the space type to be available in Locator.

If you do not want to set the defaults for a space type you can configure the Locator settings for the space. For more information, refer to either:
Wireup
Field Description
Show Space Type in Wireup check box

By default, this is set to un-checked.

If you want the space type to display in the Wireup module, then check the Show Space Type in Wireup check box.

For more information, see Wireup Workpoints.
Include All Child Space Types check box

By default, this is set to un-checked.

If your want the children's space types to display in the Wireup module's floor plan, then check the Include All Child Space Types check box.

For more information, see Wireup Workpoints.
Integration
Field Description
Integration Function

From the drop-down, select either:

  • Assignable - indicates that the space is assigned to a person (or user) who permanently occupy the space.
  • Bookable - indicates that the space can be booked for a temporary period through hotelling and/or calendar integration.
  • Flexi - When a space is set as Flexi, then these spaces will be auto-released, if the employee hasn't checked into the space by a specified time. 
  • Open - indicates that the space can be used ad-hoc without assignment or booking.

Make sure the space type's Integration Function is either Assignable, Bookable, or Flexi.
Integration Usage

From the drop-down, select either:

  • None - Default space type, which includes corridors and other service areas.
  • Me - Spaces designed for individual work, such as workstations or offices. They have the capacity of 1 employee to 1 space.
  • We - Spaces designed for collaborative work, such as meeting rooms and huddle spaces. They have a capacity of 2 or more.
  • Common - Spaces designed for informal use, such as a lounge or corner seating area. These are not typically assigned or reserved but where work can be conducted.

Make sure the Integration Usage is either Me or We.

When you are finished, click the Update Space Type button.

Step 2. Optional - Push Defaults to Space Types

You can force some of the space type's default settings to be updated. If your mapped space types have been manually changed, then this will update those space types.

The Space Type field that you can push the defaults for are:

  • Occupancy Configuration
  • Charge Rule
  • Allow Org Unit Allocation
  • Workpoint Count
  • Show Availability in Locator

Complete the following:

  1. Select the space type.
  2. Click the Push Defaults button. The Update Space to Default dialog displays.

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3. Click the Submit button.

Delete a Space Type

If the space type or custom layer is mapped, then you can delete the space type. For example, Desk: Exec is mapped to 6 spaces. You will need to find these spaces and un-map them.

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Step 1. Change the Space Type color

To assist you in finding the space type, we recommend you change the space type color to a bright color, for example, bright yellow, green, or pink.

  1. Click the Space Type. The Edit form displays.
  2. Click the Custom Color picker icon.

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The Color Picker displays.

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3. Either select the color, or enter in a HEX code or a RGB (red, green, blue) code. Refer to https://www.color-hex.com/ this site displays colors in the HEX code and the RGB code. Remember to choose a bright color, this example uses the HEX code of F4EC33.

4. Click the Update Space Type button.

Step 2. Run 324 Mapped Space Type Report

You will need to find out where the existing space types are used. 

Generate the report for all the space types:

  1. Click the Reports button.
  2. Click Mapped Space Type Report.

Generate the report for a particular space type:

  1. Navigate to the Insights > Reporting.
  2. Generate the report 324 Mapped Space Type Report for a particular space type and this will show you the building and floor where the space type is in use.

Step 3. Change the Space Type for the mapped Spaces

Next, you will need to change the space type for the mapped spaces.

  1. Navigate to Spaces.
  2. Use the Location Selector to select the building and floor.
  3. Click the Labels button, check Space Types and uncheck Name and Occupant.
  4. In the Legend Selector, select the space type.
  5. From the map, double click the space. The Update Space form displays.
  6. From the Space Type drop-down, either search for or browse to the space type you want.
  7. Click the Update Space button.

Repeat the above steps for the spaces that have the space type you want to un-map.

Step 4. Delete the Space Type

Finally, the space type has no mapped spaces and you can now delete it.

  1. Navigate to Admin Settings > Reference Data > Space Types.
  2. Select a Space Type.
  3. Click the Delete button. A message displays "Are you sure you want to delete the selected space type?"
  4. Click the OK button and the space type is deleted.