Review the default Space Type Hierarchy Last updated Save as PDF Level: Client IT / System Administrator / Serraview Implementation Team The space type hierarchy is the definitive structure of all spaces types and their settings. Prerequisite If you are uploading floorplans into Serraview, we recommended that you are familiar with the default space type hierarchy before loading floorplans. Review Complete the following to review the Space Type Hierarchy: Step 1. Review the default Space Type Hierarchy We recommend that you review and be familiar with the default space hierarchy. The following Serraview space types reports can be used to review the space hierarchy: 308 Serraview Space Types - The default report for Space Planning. 310 Serraview Space Types - SVLive Report - Use this version if you will be implementing SVLive with Serraview. 309 Serraview Space Types - Floorplan Importer - Use this version if you will be using the Serraview Floorplan Importer tool for floorplans and mapping. Step 2. Run the 308 Space Types report You can review the space hierarchy, by completing the following. Run the 308 Space Types report. This report will show the default space types, their position in the hierarchy, allocation options, and charge rule. From Microsoft Excel, open the report. The report contains the following tabs: Default tab - This shows the current default configuration for each space type. Make Changes tab - You can modify this tab to add, delete or change rows according to your organization's setting requirements. You can use the data in this report to set up the Space Type Hierarchy Import. Step 3. Update the Space Type Settings The System Administrator can either: use the Space Type Hierarchy Import to update the settings or manually update the space types settings, refer to Add, Edit, or Delete the Space Types.
The space type hierarchy is the definitive structure of all spaces types and their settings. Prerequisite If you are uploading floorplans into Serraview, we recommended that you are familiar with the default space type hierarchy before loading floorplans. Review Complete the following to review the Space Type Hierarchy: Step 1. Review the default Space Type Hierarchy We recommend that you review and be familiar with the default space hierarchy. The following Serraview space types reports can be used to review the space hierarchy: 308 Serraview Space Types - The default report for Space Planning. 310 Serraview Space Types - SVLive Report - Use this version if you will be implementing SVLive with Serraview. 309 Serraview Space Types - Floorplan Importer - Use this version if you will be using the Serraview Floorplan Importer tool for floorplans and mapping. Step 2. Run the 308 Space Types report You can review the space hierarchy, by completing the following. Run the 308 Space Types report. This report will show the default space types, their position in the hierarchy, allocation options, and charge rule. From Microsoft Excel, open the report. The report contains the following tabs: Default tab - This shows the current default configuration for each space type. Make Changes tab - You can modify this tab to add, delete or change rows according to your organization's setting requirements. You can use the data in this report to set up the Space Type Hierarchy Import. Step 3. Update the Space Type Settings The System Administrator can either: use the Space Type Hierarchy Import to update the settings or manually update the space types settings, refer to Add, Edit, or Delete the Space Types.
