#4 - Allocation and Occupancy
Visual Block and Stack and your Allocation & Occupancy data
This is important as the team allocation and workplace settings will determine the permissions that Engage users will have to the spaces (such as desks, meeting rooms).
Serraview's Visual Block and Stack (VBS) is the source of truth for your allocation and occupancy data. Your Space Planner(s) need to ensure that your Visual Block and Stack is up-to-date as Engage will be using the allocation and occupancy data.
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Allocation – The allocation is where each team sits on the floors within your portfolio. This could be for both fixed teams and flexible teams or for flexible teams in a neighborhood. This is known as the "Block and Stack" and it is primarily viewed through the VBS.
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Occupancy – The occupancy is where each individual sits, either at an assigned workspace, a team, or a neighborhood.
We can either import this data or it can be maintained manually. Each organization is different, and you will have a different level of data available to you for loading into the Serraview product. The data loading starts with the allocation and occupancy data that is currently available and then built upon to create a full picture.
Initial Set up of Allocation & Occupancy Data
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Below is a summary of the process. If you have seating chart information, then:
If you do not have the seating chart information, then:
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Set up the Desk Reservations for Engage
Now, you have your employees in their teams and some will be assigned to desks or maybe neighborhoods you can set up which desks are reservable and by whom.
The Booking Access view in the Spaces module will allow you to visualize the booking access applied to spaces. This will give you a quick and visible way to allocate the booking access required for your business.
The settings can be updated in bulk in the Space module for Regions, Buildings, Floors, Teams, Neighborhoods, an Employee's assigned desk, etc.
For more details, refer to Set up Desk Reservation Permissions and ...
- Allow Employees in a Region to Reserve Desks
- Allow Employees in a Building or Floor to Reserve Desks
- Allow Employees in a Floor to Reserve Desks
- Allow Employees in a Cost Center to Reserve Desks
- Allow Employees in a Team or Neighborhood to Reserve Desks
- Allow Employees to Reserve their Assigned Desk
- Allow all Employees to Reserve Desks
- Allow Visitors to your Region to Reserve Desks
- Allow Visitors to your Building to Reserve Desks
- Allow Visitors to your Floor to Reserve Desks
- Update Reservation Permission for a Space
- Update Reservation Permission for an Office