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Serraview

Serraview

Welcome to Serraview’s feedback site.  We love hearing from our clients. If you have suggestions for how we can improve our product & provide you with better solutions to your CRE needs, please share them with us. While we can't respond to every suggestion, our product team regularly reviews all of the ideas submitted.

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Serraview

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34 results found

  1. Clients place a large move into a service request and data was visible however there is not an easy way to transfer this Data the into into BOS. looking to add an export to BOS feature from service request.

    7 votes

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    0 comments  ·  BOS  ·  Admin →
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  2. The BOS - Arriving Locations report (#88) needs some re-vamping. Currently, the list of all employees in a neighborhood are physically listed on the floorplan, next to the letter shown in a KEY in a table at the bottom of the report.

    That could mean a very long list of employees that covers up much of the floorplan.

    Can the report be modified to list these associates in the table at the bottom of the report, instead?

    JAS

    33 votes

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    0 comments  ·  BOS  ·  Admin →
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  3. Have the different teams colored (like in VBS) so you could see who belongs to the team when assigning the seat.

    2 votes

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    0 comments  ·  BOS  ·  Admin →
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  4. Would be nice to change the defaults in BOS regarding the publishing toggle buttons of Removing Existing Occupant and Removing the Space Allocation that are always on. We would prefer them to be off as a standard so we do not accidently displace someone into being unseated.

    3 votes

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    0 comments  ·  BOS  ·  Admin →
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  5. When making large moves or entire building optimizations, there are many pieces of equipment that need special handling, but aren't tied to a specific person...

    Example: if there are large storage cabinets that contain PHI or other sensitive information, I would love to be able to track that in a BOS sheet, to have a better handle on these items vs a generic furniture move. Items like these would not be tied to a specific person, therefore would not have a "spot" on the BOS sheet.

    I propose having another tab on the BOS sheet for "Business Moves." See attachment

    3 votes

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    0 comments  ·  BOS  ·  Admin →
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  6. 1 vote

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    0 comments  ·  BOS  ·  Admin →
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  7. Wondering if we can get BOS to generate move Placards for our Move Vendors? We currently manually do a Mail Merge to make signage placards or labels (see attached PDF for example) but if Serraview can automatically generate one based on the BOS information, this would save us a lot of time.

    26 votes

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    1 comment  ·  BOS  ·  Admin →
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  8. As a Relocation Manager, as I'm planning a major move in BOS, I'd like the system to automatically mark all destination workpoints as "on hold for future move" (retention status) in BAU so that I can get a sense of what spaces really are available.

    19 votes

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    1 comment  ·  BOS  ·  Admin →
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  9. As a Move Manager,
    I would like better sort and filter options in the BOS UI
    So that I can more easily get to the information I need to access.

    Currently, you can only sort based on the occupant name. It would be nice to be able to sort by to/from location, Workstation type, and/or other details.

    The filter options in BOS show data from the entire portfolio, rather than data specific to the particular move project a user is in. It would be helpful if the filters for Team, From Floors, and To Floors display/allow you to select only…

    4 votes

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    0 comments  ·  BOS  ·  Admin →
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  10. In the filter section of the BOS grid, there is a box for Show Published Moves. Could this default to automatically being checked (or give the option for it to be automatically checked) after the phase is published?

    1 vote

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    0 comments  ·  BOS  ·  Admin →
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  11. As a Space Planner I'd like to be able to populate a BOS project based on an existing Scenario Plan:


    Ability to create a BOS plan off the back of a Scenario plan.

    Feature trigger yet to be determined, will either be:
    - via Scenario & push to BOS or
    - via BOS & pull from Scenario.


    61 votes

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    In Development  ·  4 comments  ·  BOS  ·  Admin →
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  12. When granting BOS Move Plan access to a Migration manager, I would like the BOS grid to be automatically filtered to show only the rows that the Migration Manager has access to.

    22 votes

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    1 comment  ·  BOS  ·  Admin →
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  13. Add a Move Date Column to the BOS Menu that pulls from within the workorder.

    2 votes

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    0 comments  ·  BOS  ·  Admin →
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  14. Can't enter new asset assignments in BOS, need to update Assets (ie locker assignments) in the Asset module as a separate step

    7 votes

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    0 comments  ·  BOS  ·  Admin →
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  15. As there will be multiple users making changes to seating of employees. I would like to see the ability to search the name and see recent BOS moves they were a part of and who created that BOS move. This will help understanding errors and how they occurred.

    5 votes

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    0 comments  ·  BOS  ·  Admin →
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  16. As a Relocation Manager I want to send employees a "1st Day Email" to folks that are moving that includes a map of their new seat and other attachments of my choosing.

    26 votes

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    0 comments  ·  BOS  ·  Admin →
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  17. As part of back to work planning, I am looking to mark out new neighborhoods where I will place staff in their teams as they re-enter the office.
    While I can create a new Neighborhood and block it in Scenario Planner, this information is not available to me in BOS to use as a Destination for a person.

    7 votes

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    0 comments  ·  BOS  ·  Admin →
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  18. A better warning pop up message to show that in case you are publishing unintended changes it will show for

    example: "Warning you will be publishing there will be 100 unallocated workpoints, can you confirm this is correct?" This is to prevent user mistakes in case they did not intend to do this.

    5 votes

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    1 comment  ·  BOS  ·  Admin →
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  19. When adding a name to a BOS (or adding a Migration Manager to BOS), typing a name like 'Jennifer Brown' brings up many choices. Can additional information be available in the pop-up to better identify the correct person. Would like to see - Team, Current Location, email address

    29 votes

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    0 comments  ·  BOS  ·  Admin →
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  20. Prompts for alerting users of conflicts with moves

    27 votes

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    Under Review  ·  1 comment  ·  BOS  ·  Admin →
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