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#4 - Allocation and Occupancy

Eptura Knowledge Center

#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.

  • 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.

  • 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

Summary

Below is a summary of the process.

If you have seating chart information, then:

  1. Customer to provide the information, for example in a spreadsheet.
  2. SpaceIQ to bulk upload the information. For information on allocation and occupancy data for the different work styles, refer to Allocation and Occupancy Data this covers Fixed Teams, Flexible Teams, and Neighborhoods.

If you do not have the seating chart information, then:

  1. Customer to use the VBS to create the teams and allocate seats to employees and/or team. Refer to Recommended Practice for VBS Allocation and Recommended Practice for VBS Occupancy.
 

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.

image2021-7-13_12-28-47.png

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 ...

Next Onboarding Step


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