Block and Stack (VBS)

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The Block & Stack (VBS) brings everyone together and includes details from the Buildings & Floors, Floorplans, Organizational Units, and the Space module. You will find this module very visual and colorful.

Access to this module is managed using secured actions and roles. The majority of users will have access to the VBS to be able to view and/or edit, however, if you have a user that requires VBS read-only, then you can set up this type of access, see Security in the Block and Stack.

In this module, you will encounter terms, such as:

allocation (what spaces does the team have on the floor, such as desks, offices, etc)
occupancy (where do people sit on the floor)

Watch the video to learn more about the Block and Stack

Audio: Sound Length: 4:28 mins Direct link: https://serraview.wistia.com/medias/f2vgnhax4p

Working Styles

The main purpose of the Block & Stack is to make sure the teams have enough space so they can work successfully together. This module lets you set up seating and spaces for:

Fixed teams
Flexible teams
Neighborhoods

Watch the video to learn more about Working Styles

Audio: Sound Length: 2:05 mins Direct link: https://serraview.wistia.com/medias/5y4ojub0ls

Content

Jump to the section below to watch a video or follow a learning path.

Navigation
Update your Fixed Teams
Update your Flexible Teams
Update your Neighborhoods
Bulk Update the Block and Stack via Imports
Moving Teams
Update your existing Team's Working Styles, Delete Teams, etc
Update Spaces in the Block and Stack
Tagging

Navigate the Block and Stack - Use this to learn about the common terms used and where to find toolbars, statistics, legends, etc.

Navigate the Information Panel - Use this to learn about the Information Panel's tabs so you can become more familiar with the Dashboard, Neighborhood, Teams, People, and Space tabs.

Statistics in the Block and Stack - Use this to learn about why data integrity is important for the quality of your statistics, the Information Panel's definitions, and see how the Floor and Neighborhood Capacity Calculation is worked out in a detailed example.

Update your Fixed Teams

Add and Update Fixed Team Videos
Update your Fixed Team's Block and Stack - Use this to learn how to update your Fixed team to make sure you have your people in your team and then assign them to a space or if need you can add a retention status to a space so that your team can retain it for future use.

Update your Flexible Teams

Add and Update Flexible Team Videos
Update your Flexible Team's Block and Stack - Use this to learn how to update your Flexible team to make sure you have your people in your team and then allocate spaces to the team or if need you can add a retention status to a space so that your team can retain it for future use.

Update your Neighborhoods

Add and Update Neighborhood Videos
Update your Neighborhood's Block and Stack - Use this to learn how to update your Neighborhood to make sure you have your teams in them and then allocate spaces to the Neighborhood.
Update your Neighborhoods - Use this to learn how to update your Neighborhoods - from learning about the Neighborhood Details form, adding an Administrator to how to delete a neighborhood.

Bulk Update the Block and Stack via Imports

Allocation can be updated for teams for neighborhoods. The import to use is the Workpoint Import and examples can be found in:

When you have allocated the spaces for the teams, you can complete the occupancy. The import to use is the Occupancy Import and examples can be found in:

Moving Teams

Moving Teams - Use this to learn how to move your teams to either another floor, building, or to the scratch pad.

Update your existing Team's Working Styles, Delete Teams, etc

Change a Team's Working Style Video
Update your Teams - Use this to learn how to update your Teams - from learning about the Team Details form, changing Working Styles, useful VBS Blocking tools, and to how to delete a team.