Snapshots

Building

All details of a building are captured. For example area, building budgets, name.

Floor

All details of a floor are captured. For example area, workpoints, building.

Spaces

All spaces information is captured, from desks to offices to stairs, have all fields captured. Fields include any piece of information about the space, including all Area stats, Chargeback stats, Total Workpoints and Total People stats, occupants, etc.

• Space Attribute – Space attributes such as "Bookable" or "Whiteboard" get captured.
• Retention Status – Any retention status listed against a space will get captured.
• Space Type Hierarchy – Space types get captured, as well as the hierarchy of the space types (So if a space type no longer exists, you can still find out what space type category it used to fall into).

People

All of the person's details are captured, including what desk/team the person was assigned to, and who their manager was.

Teams

All team information is captured. This includes the team's occupants, as well as the person assigned as the Team Administrator.

Org Unit

Org Units are captured and if an Org Unit has since been deleted, the Snapshot will remember its name and where it fit in the old hierarchy.
However, the following are not captured:

• Used Orphan Org Units
• Org Unit Budget
• Post Translation migration rules for org unit imports

Color By

Any custom Color By rules that have been set up will be captured.

Recharge

Recharge details including financial year and recharge points are captured.
The following fields are not captured:

• Cross charge allocation
• Recharge point contact

Reference values

There are many lists of "reference values" in Serraview; these are configurable lists of terms such as Utilization Provider Types, Recharge Methods, Regions, etc. These are stored.

Container

Spaces, for example offices, rooms, teams, hoods.

Container lease

For example team can rent a space, it is not allocated to them, but they rent it from property for a short term. In this case the lease is the time, such as how long to rent it for.

Audit confirmations

Audit confirmations

Person location

Who sits where (occupied by field on a desk).

Data field value

Custom field tab, a value that clients can create.

Org unit / person hierarchy

A table of all 'parents' with their 'children'.

The value of the custom fields will be retained. For example, if you have a custom field on person called "Height" and that value has changed over time, adding "Height" as a column to a report and running it on past snapshots will display the past values, as you would expect.

However, if the custom field does not exist at all any more then the report will error, because it is looking for a non-existent field.

Report Schemas are not included in snapshots, so when you run a report, the schema needs to be valid for current data as well as the snapshot data.