Skip to main content
Eptura Knowledge Center

Team Details Form

  1. Last updated
  2. Save as PDF
You can view and edit the following team's details:

Edit a Team

  1. From the Team tab, select the team.
  2. Either:
    • From the stack double click the team.
    • In the right panel, click the team's Edit icon and the Update Team form displays.

clipboard_e824e0cdbeb81c2f2b2ed9e6a5e114e27.png

Overview Tab

The Overview Tabs displays by default.

clipboard_e680364258bece3d4a12e27bbe2c02171.png

The Overview tab gives you the ability to:

Field Description

Name

Either enter a name of the team OR leave the Name field blank then Serraview will use the org unit name for the team.

Org Unit

Update the org unit, either search for the location or select from the drop-down.

Location

Update the location, either search for the location or select from the drop-down.

Workpoints

Update the number of workpoints.

Match allocation to blocking (number)

Learn more in Match Allocation to Blocking.
Color Either use the default color from the default Organizational Unit color or you can change the team's color.

Working Style

Fixed Team

A fixed team is a team where each team member is assigned to a space. The creation of a fixed team allocation involves two actions. The first is to place the team on the stack, the second is to allocate or “block” spaces that belong to the team onto the floorplan.

Fixed Teams work at a 1:1 ratio, with one person assigned to each desk.

Flexible Team

A flexible team is a team that uses Activity Based Working (ABW) or flexi working style. This means all allocated desks are shared by the assigned team members, with no desks assigned to individuals.

This lets you to have a greater than a 1:1 ratio for your teams as all desks within the allocated space are shared among the team members. This can improve the utilization of your space.

Change the working style option button either Fixed or Flexible, learn more in Change a Team's Working Style

Target Ratio

Learn more in Change Flexible Team's Target Ratio.

Tags

As you enter a name of a tag the tag list displays the existing tag. Then you can select an existing tag or keep typing to enter a new tag. Remember if you need to remove a tag click tag's X.

The default tag list is managed in configuration, see Tagging.

Administrator Comments

Enter any comments. These comments will display in Workplace's Team Administrator Comments field, see Confirm Team Validation.

Last Validated

Displays the name of person who completed the validation and the date.

Comments

Displays the validation comments, from Workplace's Validation Comments field.

Administrators Tab

Click the Administrators to display the tab.

clipboard_e6779ad16711fee5f1edbb4484b84fc22.png

You can update the following administrators.

Field Description

Workplace Administrator

Displays your administrators.

Manage your Workplace Administrator, to add and invite them to manage the team, in Workplace Administration.

Storage Administrator

Add or remove the administrator.

BOS Coordinator

Add or remove the administrator.

Technology Coordinator

Add or remove the administrator.

Update the administrator type list (for example Workplace Administrator, Storage Administrator, BOS Coordinator, Technology Coordinator) via the Person Location Relationship Types keyword, refer to Configure Administrator Type List.

Custom Fields Tab

Click the Custom Fields to display the tab. This contains any custom fields that have been written against the team to record and report on additional data relevant to your business. If this tab is blank it means that no custom fields are available.

Learn more about Custom Fields.

clipboard_e6dc4bbffa12021f360a3899df7499058.png

Save the Team Form

When you have finished you edits, then click the Update Team button to save.