Block and Stack (VBS)

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The Block & Stack (VBS) brings everyone together and includes details from the Buildings & Floors, Floorplans, Organizational Units, and the Space module. You will find this module is very visual and colorful.

In this module, you will encounter terms, such as:

allocation (what spaces does the team have on the floor such as desks, offices, etc)
occupancy (where do people sit on the floor)

Watch the video to learn more about the Block and Stack

Audio: Sound Length: 5 mins Direct link: https://serraview.wistia.com/medias/f2vgnhax4p

The main purpose of the Block & Stack is to make sure the teams have enough space so they can work successfully together. This module lets you set up seating and spaces for:

Fixed teams
Flexible teams
Neighborhoods

Watch the video to learn more about Working Styles

Audio: Sound Length: 2 mins Direct link: https://serraview.wistia.com/medias/5y4ojub0ls

Access to this module is managed using secured actions and roles. The majority of users will have access to the VBS to be able to view and/or edit, however, if you have a user that requires VBS read-only, then you can set up this type of access, see Security in the Block and Stack.

Content

Jump to the section below to watch a video or follow a learning path.

Navigation
Update your Fixed Teams
Update your Flexible Teams
Update your Neighborhoods
Bulk Update the Block and Stack via Imports
Moving Teams
Update your existing Team's Working Styles, Delete Teams, etc
Update Spaces in the Block and Stack
Tagging

Follow the Learning Paths

Navigate the Block and Stack - Use this to learn about the common terms used and where to find toolbars, statistics, legends, etc.

Navigate the Information Panel - Use this to learn about the Information Panel's tabs so you can become more familiar with the Dashboard, Neighborhood, Teams, People, and Space tabs.

Statistics in the Block and Stack - Use this to learn about why data integrity is important for quality of your statistics, the Information Panel's definitions, and see how the Floor and Neighborhood Capacity Calculation is worked out in a detailed example.

Update your Fixed Teams

Watch the Video - Add Fixed Team

Audio: Sound Length: 3 mins Direct link https://serraview.wistia.com/medias/2j6rjqjzno

Watch the Video - Update Fixed Team

Audio: Sound Length: 2 mins Direct link https://serraview.wistia.com/medias/3egh2zjbpg

Follow the Learning Path

Update your Fixed Team's Block and Stack - Use this to learn how to update your Fixed team to make sure you have your people in your team and then assign them to a space or if need you can add a retention status to a space so that your team can retain it for future use.

Update your Flexible Teams

Watch the Video - Add Flexible Team

Audio: Sound Length: 3 mins Direct link https://serraview.wistia.com/medias/fz5o4nm5n6

Watch the Video - Update Flexible Team

Audio: Sound Length: 2 mins Direct link https://serraview.wistia.com/medias/rsstkw45g4

Follow the Learning Path

Update your Flexible Team's Block and Stack - Use this to learn how to update your Flexible team to make sure you have your people in your team and then allocate spaces to the team or if need you can add a retention status to a space so that your team can retain it for future use.

Update your Neighborhoods

Watch the Video - Add Neighborhood

Audio: Sound Length: 3 mins Direct link https://serraview.wistia.com/medias/mrpoyjsvhj

Watch the Video - Update Neighborhood

Audio: Sound Length: 2 mins Direct link https://serraview.wistia.com/medias/m58mzxxzb2

Follow the Learning Paths

Update your Neighborhood's Block and Stack - Use this to learn how to update your Neighborhood to make sure you have your teams in them and then allocate spaces to the Neighborhood.

Update your Neighborhoods - Use this to learn how to update your Neighborhoods - from learning about the Neighborhood Details form, adding an Administrator to how to delete a neighborhood.

Bulk Update the Block and Stack via Imports

Allocation can be updated for teams for neighborhoods. The import to use is the Workpoint Import and examples can be found in:

When you have allocated spaces the teams you can complete the occupancy. The import to use is the Occupancy Import and examples can be found in:

Moving Teams

Follow the Learning Path

Moving Teams - Use this to learn how to move your teams to either another floor, building, or to the scratch pad.

Update your existing Team's Working Styles, Delete Teams, etc

Watch the Video - Change a Team's Working Style

Audio: Sound Length: 3 mins Direct link https://serraview.wistia.com/medias/362jpdofqp

Follow the Learning Path

Update your Teams - Use this to learn how to update your Teams - from learning about the Team Details form, changing Working Styles, useful VBS Blocking tools, and to how to delete team.