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General Configuration

The menu contains the Serraview Configuration and some of the settings can only be changed by Serraview and other settings by the Serraview System Administrator.
 
Module / Area Description Responsible

Action Request

Contains the setting for:

   

Change No Occupancy When Assigned Occupant drop-down

Select from the following:

  • Single Occupant
  • Do not allow occupants
  • Multiple Occupants
  • Multiple Occupants (prompt)
Serraview Only Configuration

Buildings and Floors

Contains the settings for:

   
Use Total Area for Area check box You can set the leased area and derived scale for a floor. If you require a bulk update to be completed, then contact Serraview Support. Refer to Configure Leased Area. Serraview Only Configuration

BOS

Contains the settings for:

   
Allow flexi desk as a destination check box  If this is checked then a Flexi desk can be added to the To Location.

Serraview Only Configuration

Asset Move Filter SVQL field   Serraview Only Configuration
BOS Access Roles field The security roles that can access BOS, such as the BOS Migration Manager, BOS Super User, and the BOS IT User. Serraview Only Configuration
BOS Grid Schemas field 

The configuration of BOS Move Plans is managed by Serraview Support team in line with the requirements of your business.

Each business only has one BOS Grid and the way you group, sort, fill down, view, and edit these columns can be customized. 

Serraview Only Configuration
BOS Migration Manager Types field   Serraview Only Configuration
BOS Person Attributes field   Serraview Only Configuration
BOS Quick Reports field You can adjust the BOS Move Plan to generate reports that reflect your current view, refer to BOS Quick Reports and Configure Quick Reports. System Administrator
BOS Schemas field The configuration of BOS Move Plans is managed by Serraview Support team in line with the requirements of your business. Serraview Only Configuration
Enable Future Floorplans check box If this setting is checked then Future Floorplans can be added to the To Location.  Serraview Only Configuration
Refresh Timeout field     System Administrator
Valid Parent Space Type IDs field

You can add more space types to be displayed in the BOS Desk Allocation floorplan.

Refer to Configure Additional Space Types to Display and Assign the Occupant's To Location via BOS Desk Allocation.

Serraview Only Configuration

Chargeback Statistics

Contains the settings for:

   
Default Remaining Area Bill To Policy drop-down

One of the key items to consider when implementing a Chargeback process is which org unit will pay for unallocated space, remaining area, and unallocated sublease area. Refer to Configure Default Chargeback Statistics.

Serraview Only Configuration
Default Remaining Area Org Unit ID spin box Refer to Configure Default Chargeback Statistics. Serraview Only Configuration
Default Unallocated Space Bill To Policy drop-down Refer to Configure Default Chargeback Statistics. Serraview Only Configuration
Default Unallocated Space Org Unit ID field

Refer to Configure Default Chargeback Statistics.

Serraview Only Configuration
     

Data Imports

Contains the settings for:

 

 

 

 

 

Automated Import Notification Emails field

You can specify a comma-separated list of email addresses for people to receive notifications that the automated imports have been run.

Refer to Configure Automated Notifications.

System Administrator
Change Request Bulk Update Threshold field

Refer to Configure Data Imports.

Serraview Only Configuration
Default maximum allowed percentage of changes field

Refer to Configure Data Imports.

Serraview Only Configuration
DWG Template Schema field 

Refer to Configure Data Imports.

System Administrator
Floorplan Import - Default Units field

Refer to Configure Data Imports.

Serraview Only Configuration
Import Sliding Window Period (in days) field

Refer to Configure Data Imports.

Serraview Only Configuration
Number of days until candidates are archived field

During a Person Import there is a setting to archive people who are not in this import. This will add any person in Serraview who is not present in the Person Import file to the Archive Candidates list.

Also, you can configure the number of days before a candidate is archived, refer to Configure Number of Days before a Candidate is Archived.

System Administrator
Org Unit Import Schema field Refer to Configure Data Imports. Serraview Only Configuration
Org Unit Import - Maximum allowed percentage of changes field

Refer to Configure Data Imports.

Serraview Only Configuration
Override Import Maximum allowed percentage of changes field

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Archived Candidates Immediately check box

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Can Unarchive check box

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Clear OrgUnit when source values blank check box

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Configuration field

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Create SSO Users for this Domain field

Refer to Configure Data Imports.

Serraview Only Configuration
Person Import - Percentage Of Persons Archived Limit field

Refer to Configure Data Imports.

Serraview Only Configuration
Automated Import Notification - Failure Only check box

If you only want to receive notification for the failures. If you leave this uncheck you will receive success and failure notifications.

Refer to Configure Automated Notifications.

System Administrator
Enable Floorplan Import Result check box When selected this field enables floorplan import results to be generated in Zendesk. System Administrator
Floorplan Import - Translation Expression field Refer to Configure Data Imports. Serraview Only Configuration
Import Badge Data as Utilization Data check box If this is checked then the Badge Data will be uploaded as Utilization Data. System Administrator
Import Mapping field Used by Serraview to map fields found in the CSV file. Serraview Only Configuration

Email

   

Badge Swipe Contact Email field

If you want to be notified when the Badge Swipe files are processed, then your System Administrator can set the Badge Swipe contact.

Refer to Badge Swipe Configuration.

System Administrator

Floorplan Contact Email field

If you want to be notified when the Floorplan files are processed, then your System Administrator can set up the floorplan contact.

Refer to Manual Floorplan Management.

System Administrator
     

Engage Configuration

   
  Refer to Engage Configuration.  

General

Contains the settings for:

   
Auto archive user idle time in days field

For users who have not logged into Serraview for a long time.

Refer to Configure the Auto Lock and the Auto Archive.

Serraview Only Configuration
Auto lock user idle time in days field

For users who have not logged into Serraview for a long time.

Refer to Configure the Auto Lock and the Auto Archive.

Serraview Only Configuration
Automated Alert Schema field   Serraview Only Configuration
Client Logo field

Your company's logo can be uploaded and this will display in Serraview.

Refer to Branding and your Company's Logo.

The company's logo will display on the Locator's home page, refer to ‘General’ Section.

System Administrator
Client Logo File Type field

This setting will identify the Logo's file type. 

Refer to Branding and your Company's Logo.

System Administrator
Client Logon Logo field

This setting lets you upload your company logo for the Logon screen.

Refer to Branding and your Company's Logo.

System Administrator
Client Report Logo field

This setting lets you upload your company logo for the use in reports.

Refer to Branding and your Company's Logo.

System Administrator
Default Target Occupancy Ratio field

The default Target Occupancy Ratio can be set.

Refer to Configure the Default Target Occupancy Ratio and this can be overridden in Change Flexi Team's Target Ratio.

System Administrator
Email Requires Confirmation check box

The UAT Environment will have the Email Requires Confirmation setting turned on. This will set all emails to Pending to stop the automatic emails being sent out which could cause confusion in the Business as they would expect only to receive email from the Production Environment.

If your UAT Environment does not have this setting on, then you can update the setting.

Refer to Email Configuration on the UAT Environment.

System Administrator
Enable Hoods check box   Serraview Only Configuration
Help Panel Support Link field Refer to Set up the Product Support link. System Administrator
Instance Title field

Displays the company name on the Locator's home page, refer to ‘General’ Section.

System Administrator
Locale drop-down

You can set your Serraview instance's default locale, refer to Set your locale.

Serraview Only Configuration
Refresh Token Lifetime field

This setting is used to set the expiration period of JWT refresh tokens in hours. Used for Engage Authentication, service and accounts. This is not related to SSO.

System Administrator
Session Timeout in Seconds field

Refer to Configure the Session Timeout.

System Administrator
User Report Detail Retention field Refer to Set the number days to retain the reports queue. System Administrator
Automated Alert Schema field   Serraview Only Configuration
Automated Snapshot Schema field

Snapshots give us an opportunity to report on data from a particular point-in-time and compare them with current data or data from other snapshots. The snapshots can be created automatically or manually.

Refer to Snapshots and Manage Snapshots.

Serraview Only Configuration
SFTP File Receive Status field   System Administrator

Insights

   
  Serraview Only Configuration

Keywords

   
 

Many of Serraview's forms and dialogs will include existing keywords that are used as field labels or to populate a drop-down as values or in a hierarchy.

Refer to Keywords.

System Administrator

Mapping

   
Quick Reports - Space Mapping field Refer to Space's Quick Reports and Configure Quick Reports. System Administrator
Use Leased Area to determine Floorplan Scale check box You can set the leased area and derived scale for a floor. If you require a bulk update to be completed, then contact Serraview Support. Refer to Configure Leased Area. Serraview Only Configuration
     

Meeting Data Reporting

   
Enabled check box Enables the copying of data from the Room Booking Service into the local database to allow reporting on Meeting/Attendee data. Serraview Only Configuration
Service Account field The Service Account used to communicate with the Room Booking Service. Serraview Only Configuration
Service Account Private Key field The Service Account's private key (provided when the Service Account was created). Serraview Only Configuration
Last Synced

The date when the data was last synchronized.

Serraview Only Configuration
Last Run Result The date when the data was last run. Serraview Only Configuration

Move Projects

   

Move Project Summary Quick Reports field

The Scenario Planner module has a set of quick reports that can be run without having to go to the Serraview Reporting module. The quick reports can be set for the following:

  • Scenario Plan Move Summary screen

  • Scenario VBS screen

Refer to Scenario Planner Quick Reports and Configure Quick Reports.

System Administrator

My Profile

   
My Profile

Within Serraview the My Profile form can include a micro-survey for your employees to complete. You can set up the custom fields to display on the My Profile form.

Refer to My Profile.

System Administrator

New Service Request Form

   
Description field   System Administrator
Download/Upload Message field   System Administrator
Field Label Mapping field   System Administrator
Lead Days field   System Administrator
Move Location Validation Rule field   System Administrator
Org Unit Field Help field   System Administrator
Service Request Type Mapping field

We can set up the Service Request Type Mapping for your different Service Request types.

Refer to Configure Service Request Type Mapping.

System Administrator

Profile Administration

Contains the settings for:

   
Access Profile Reports field

These quick reports will display under the Reports icon, on the Access Profiles screen.

Refer to Workplace Administration Quick Reports and Configure Quick Reports.

System Administrator
Access Profile Sync Mapping field

The Access Profile Sync Mapping will synchronize the information into the Team form's Administrators Tab.

Refer to Configure Access Profile Sync Mapping.

System Administrator
Admin Management Reports field

These quick reports will display under the Reports icon, on the Manage Admins screen with the Show By selected to Admins. 

Refer to Workplace Administration Quick Reports and Configure Quick Reports.

System Administrator
Roles For Invitation field

When a Workplace Manager or Workplace Administrator (Workplace Validator) is sent an email invitation then a default security role will be assigned to their Serraview user account.

Refer to Configure the Workplace Roles for Invitation.

System Administrator
Team Administrator Reports field

These quick reports will display under the Reports icon, on the Manage Admins screen with the Show By selected to Teams.

Refer to Workplace Administration Quick Reports and Configure Quick Reports.

System Administrator

Recent Imports

   
 

You can view the recent imported files and the default setting is for the last 30 days. If you are set up for the SFTP file transfer, then these import results will display in this list. 

Refer to View Recent Imports.

System Administrator

Recent Messages

   
 

You can view recent system messages that relate to batch imports, preprocessing, and failures. 

Refer to View Recent Messages.

System Administrator

Reporting

   
Automated Report Schema field Refer to Automated Reports and Automated Report Imports. Serraview Only Configuration

Retention Statuses

   
 

Retention statuses are mainly used by Workplace Administrators using Workplace, and they can be used within the VBS. You can set up the default retention status list, refer to Retention Statuses.

System Administrator

Room Booking Locator Configuration

Contains the settings for:

   
Allow Space Reservation check box Refer to ‘Room Booking Locator Configuration’ Section Serraview Only Configuration
Do Not Use Utilization data for Room Availability check box

Refer to ‘Room Booking Locator Configuration’ Section and ‘Use Manual Occupancy Data’ option.

Serraview Only Configuration
Room Availability Enabled check box Refer to ‘Room Booking Locator Configuration’ Section Serraview Only Configuration
Room Availability Interval (minutes) field Refer to ‘Room Booking Locator Configuration’ Section Serraview Only Configuration
Room Availability Reservation Duration (minutes) field Refer to ‘Room Booking Locator Configuration’ Section System Administrator
Room Availability Timeline Range (minutes) field Refer to ‘Room Booking Locator Configuration’ Section Serraview Only Configuration
Room Availability Default Meeting Subject field Refer to ‘Room Booking Locator Configuration’ Section System Administrator
Hide Private Appointment Details check box Refer to ‘Room Booking Locator Configuration’ Section Serraview Only Configuration
     

Room Booking Service

   
 

Serraview's Room Booking Service is a service created to enable Locator and Engage, to display information about which meeting rooms are available, details about meeting room availability times, and to reserve meeting rooms. The service accomplishes this by an integration with calendar applications like Microsoft Exchange and Google Calendar™.

The Implement Room Booking Service describes how to configure Microsoft Exchange or Google Calendar so that it can be used with Serraview's Room Booking Service OR go directly to the configuration:

System Administrator /

Client IT / 

Space IQ Onboarding Team

SAML

   
 

Single Sign On (SSO) is the most popular method for Serraview's larger Clients. It allows a user to log in once to their network and thereby gain access to several network connected programs, eliminating the need to sign into each system individually.

Serraview supports single sign-on(SSO) logins through SAML 2.0 and a SAML 2.0 identity provider can take many forms, such as Active Directory Federation Services (ADFS) server or Okta.

Refer to the following:

System Administrator /

Client IT / 

Space IQ Onboarding Team

SFTP

   
 

SFTP (Secure File Transfer Protocol) is a secure way to automate data feeds into Serraview. Talk to your IT Team to set this up. This is the simplest and most reliable way to transfer data on a regular basis is to set up a SFTP connection to transfer files directly to or from Serraview.

Refer to:

Serraview Only Configuration

Sensor Configuration

   
  Refer to ‘Sensor Configuration’ Section. Serraview Only Configuration

Serraview Live Configuration

Contains the setting for:

   

Exclude WiFi Space Types field

Refer to ‘Serraview Live Configuration’ Section and When I searched for a person, Locator displays them with the whole floor highlighted. What happened? System Administrator

Minimum Active Minutes field

Refer to ‘Serraview Live Configuration’ Section. Serraview Only Configuration
Num Raw Rows To Process At Once field Refer to ‘Serraview Live Configuration’ Section. Serraview Only Configuration
Other Seating Predicate field Refer to ‘Serraview Live Configuration’ Section. Serraview Only Configuration
Serraview Granularity Threshold In Sec field Refer to ‘Serraview Live Configuration’ Section. Serraview Only Configuration

Serraview Locator Configuration

Contains the settings for:

   
Desk Page Enabled check box Refer to 'Find a Desk' Configuration Options. System Administrator
Desk Page Sequence field Refer to 'Find a Desk' Configuration Options. System Administrator
Allow Desk Reservation field Refer to 'Find a Desk' Configuration Options. System Administrator
Desk Page Container Predicate field Refer to 'Find a Desk' Configuration Options. System Administrator

Desk Page Container Search Predicate field

Refer to 'Find a Desk' Configuration Options. System Administrator
Desk Reservation Duration Minutes field Refer to 'Find a Desk' Configuration Options. Serraview Only Configuration
Space Page Enabled check box Refer to 'Find a Space' Configuration Options. System Administrator
Space Page Sequence field Refer to 'Find a Space' Configuration Options. System Administrator
Space Page Container Predicate field

Refer to 'Find a Space' Configuration Options and Manage which space types display in Locator.

Serraview Only Configuration
Space Page Container Search Predicate field Refer to 'Find a Space' Configuration Options. System Administrator
Space Page Space Type Predicate field Refer to 'Find a Space' Configuration Options. Serraview Only Configuration
Space Page Attribute Predicate field Refer to 'Find a Space' Configuration Options. Serraview Only Configuration
Person Page Enabled check box Refer to 'Find a Person' Configuration Options. System Administrator
Person Page Sequence field Refer to 'Find a Person' Configuration Options. System Administrator
Use Manual Occupancy Data check box Refer to ‘Use Manual Occupancy Data’ option. Serraview Only Configuration
Person Page Container Predicate field Refer to 'Find a Person' Configuration Options. Serraview Only Configuration
Heatmap Page Enabled check box Refer to "Heatmap' Configuration Options. System Administrator
Heatmap Page Sequence field Refer to "Heatmap' Configuration Options. System Administrator
Heatamap Max Opacity field Refer to "Heatmap' Configuration Options. System Administrator
Kiosk return home timeout (seconds) field

Refer to Kiosk Configuration in Serraview and "Kiosk' Configuration Options.

System Administrator
Kiosk Home Timeout - Display Message AT (seconds) field Refer to Kiosk Configuration in Serraview and "Kiosk' Configuration Options. System Administrator
Kiosk Home Timeout - Display Dialog At (seconds) field Refer to Kiosk Configuration in Serraview and "Kiosk' Configuration Options. System Administrator
Wifi Circle Radius Override field This is appended in the Heatmap URL and overrides the URL. The number is in pixels. Serraview Only Configuration
Minimum Wifi Circle Radius field This is appended in the Heatmap URL and overrides the URL. The number is in pixels and the default is 50 pixels. Serraview Only Configuration
Maximum Wifi Cricle Radius field This is appended in the Heatmap URL and overrides the URL. The number is in pixels and the default is 350 pixels. Serraview Only Configuration

Serraview SAML

   
  Do not use this configuration area. SAML is set up in Configuration > SAML, refer to Single Sign On (SSO).  

Service Requests

Contains the settings for the General tab:

   
Accruent 360Facility Allow Assignee Selection check box Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Allow Priority Selection check box Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Allow Scheduled For Date Selection check box Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Domain field Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Integration Application ID field Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Login User Name field Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Accruent 360Facility Password field Refer to Serraview Configuration for 360Facility. Serraview Only Configuration
Associated People field   System Administrator
Business Days before resolution is critical field   System Administrator
Business Days before resolution is urgent field   System Administrator
Can Use Building As Location check box   System Administrator
Default Charge To Cost Centre field   System Administrator
Default Removalist Contact field   System Administrator
Enable Traffic Lights for SR check box   System Administrator
Include Attachments check box   System Administrator
IT Coordinator field   System Administrator
Move Location Validation Rule drop-down   System Administrator
NotifyOnApproval drop-down   System Administrator
Reapproval Enabled check box   System Administrator
Reapproval Revert Costs Enabled check box   System Administrator
Service Request Grid Reports field   System Administrator
Show Service Providers check box   System Administrator
Warn On 0 Budget check box   System Administrator
Default Costs tab

Refer to Configure Service Request Default Costs.

System Administrator
Action Templates tab

Refer to Configure Service Request Action Templates.

System Administrator
Default People tab

Refer to Configure Service Request Default People and Authorizers.

System Administrator
Accruent Status Mapping tab Refer to Refer to Serraview Configuration for 360Facility. System Administrator
Custom Field tab Refer to Configure the Custom Fields for a Service Request Type. System Administrator
     

Storage Configuration Set

Contains the setting for:

   

Storage, Lockers, and Parking Reports field

Refer to Configure Quick Reports. System Administrator

Tagging

   

Tagging is a labeling system for entities in Serraview and can be used in the following modules: 

  • Buildings & Floors
  • Org Unit Hierarchy
  • People Directory
  • Workplace
  • VBS
  • Service Request
  • Space Mapping
Refer to Tagging. System Administrator

User Sign In

Contains the settings for:

   
Allow IPAddress Default Logon check box   Serraview Only Configuration
Allow User Creation check box Refer to Configure Request Account link. Serraview Only Configuration
Default New User Role ID field Refer to Configure Default User Role and the Logon Identifier. Serraview Only Configuration
Enable "Stay signed in" check box   Serraview Only Configuration
Enable Remember Logon check box   Serraview Only Configuration
Logon Identifier drop-down Refer to Configure Default User Role and the Logon Identifier. Serraview Only Configuration
Logon Identifier Label field Refer to Configure Default User Role and the Logon Identifier. Serraview Only Configuration
Max Failed Password Attempts field   Serraview Only Configuration
Minimum Password Length field   Serraview Only Configuration
Password Expiry In Days field   Serraview Only Configuration
Password History Length field   Serraview Only Configuration
Person Fields Restricted from Password field   Serraview Only Configuration
Reset Password Confirmation Keys field   Serraview Only Configuration
Reset Password Token Expiry in Minutes field   Serraview Only Configuration
User Sign Up Confirmation Key(s) field   Serraview Only Configuration

Utilization

Contains the settings for:

   
Badge Swipe Default End Time field   Serraview Only Configuration
Building Default Utilization Provider drop-down Refer to Configure Utilization for VBS - Information Panel. Serraview Only Configuration
Default Peak Utilization Period (Months) field Refer to Configure Utilization for VBS - Information Panel. Serraview Only Configuration
Default Utilization Trend Period (Months) field   Serraview Only Configuration
Enable Badge Swipe Data field Refer to Configure Utilization for VBS - Information Panel. Serraview Only Configuration
Enable Utilization data processing on wireup changes check box   Serraview Only Configuration
Portfolio Dashboard Utilization Period field Refer to Configure Utilization for Portfolio Dashboards. System Administrator
Utilization Device Timeout Period (minutes) field   Serraview Only Configuration
Utilization processing override drop-down   Serraview Only Configuration
Utilization Threshold field Refer to Configure Utilization for Portfolio Dashboards. System Administrator
     

VBS

Contains the settings for:

   
Allow Blocking of Flexible Teams in Hoods check box Refer to Configure blocking of Flexi Teams in Neighborhoods. System Administrator
Always Use Org Unit Color check box Refer to Configure Org Unit Color. System Administrator
Auto Allocate drop-down Refer to Configure Auto Allocate in the VBS. System Administrator
Auto Allocate - Org Unit Roll Up Level field Refer to Configure Auto Allocate in the VBS. System Administrator
Auto De-allocate Unoccupied Desks check box   System Administrator
Label Format drop-down   Serraview Only Configuration
Location Selector Search on Address Enabled check box This allows the user to search for a building by the street address. Serraview Only Configuration
Use Capacity and Opportunity check box Refer to View Building and Floor Statistics. System Administrator
VBS Command Prompt drop-down When a change is made in the VBS, the user will be prompted to a make a comment (or a reason) for the change. System Administrator
VBS Move Project Quick Reports field

Refer to Scenario Planner Quick Reports and Configure Quick Reports.

System Administrator
VBS Quick Reports field Refer to Block and Stack (VBS) Quick Reports and Configure Quick Reports. System Administrator
VBS Show Space Types check box   System Administrator
VBS Show Validation History check box   System Administrator

Wayfinding

Contains the settings for:

   
Allow Person Searching check box   Serraview Only Configuration
Allow Person Updating check box   Serraview Only Configuration
ContainerTypeIDs To Show field   Serraview Only Configuration
Displayed Person Attribute Names field   Serraview Only Configuration
Maximum People Shown field   Serraview Only Configuration
Show Callouts for Core check box   Serraview Only Configuration
Wayfinder SSO ReauthenticationText field   Serraview Only Configuration
WayfinderFeedbackURL field   Serraview Only Configuration
Wayfinding Reports field   Serraview Only Configuration

Wireup

Contains the settings for:

   
Asset Occupancy Period field   Serraview Only Configuration
Auto Save Interval In Seconds field   Serraview Only Configuration
Duplicate Threshold Minutes field   Serraview Only Configuration
SwitchPortServer - HostName field   Serraview Only Configuration
SwitchPortServer - Passphrase field   Serraview Only Configuration
SwitchPortServer Port field   Serraview Only Configuration
SwitchPortServer - RetryTimeout in Seconds field   Serraview Only Configuration
SwitchPortServer - Use Https field   Serraview Only Configuration
Wireup Container Filter Svql field This filters the containers that are available to be wired up. For example, the containers that will show on the wireup floorplan.  Serraview Only Configuration

Workplace

Contains the settings for:

   
Administrators Displayed field Refer to Configure Workplace to display certain Administrators. Serraview Only Configuration
Enable Move / Keep Functionality check box Refer to Set the enable Move and Keep functionality. System Administrator
Help Link field

Set the Help Link field to:

https://help.serraview.com/display/ENM/Workplace
Serraview Only Configuration
My Teams Filter On check box   System Administrator
Prevent validation if team requires action check box

If a team has outstanding actions the Validate button will be disabled and Workplace will display items that require action.

System Administrator
Quick Reports field Refer to Workplace Quick Reports and Configure Quick Reports. System Administrator
Requires Validation Message check box   System Administrator
Team Validation - Days Until Expired field Refer to Set the Team Validation Days until Expired Warning. System Administrator
Team Validation - Days Until Warning field Refer to Set the Team Validation Days until Expired Warning. System Administrator