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Serraview

Serraview by Eptura

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16 results found

  1. 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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  2. 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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  3. 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.

    27 votes

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    2 comments  ·  BOS  ·  Admin →
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  4. Prompts for alerting users of conflicts with moves

    27 votes

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    Under Review  ·  1 comment  ·  BOS  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. Once BOS has been implemented, it should automatically archive. At the moment, the BOS file remains active and we need to manually archive the file, when it really should be archived.

    13 votes

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    0 comments  ·  BOS  ·  Admin →
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  9. As a Relocation Manager I want the system to automatically notify BOS Migration Managers when I assign them to a BOS Project.

    8 votes

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    0 comments  ·  BOS  ·  Admin →
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  10. 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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  11. 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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  12. In BOS, can we customize the coloring of BOS Move Data headings/tabs? This color coding will assist my users in distinguishing which tabs they are required to complete based on their role. E.G. Migration managers fill in all red headings, while Team Leaders fill in the details on green headings.

    This will also reduce the risk of users access data they are not required to touch since Secured Actions and Restrictions have been removed in BOS.

    6 votes

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    0 comments  ·  BOS  ·  Admin →
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  13. 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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  14. 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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  15. Ability to turn on/off flags in the as-built indicating that a space is slated for a move

    5 votes

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    1 comment  ·  BOS  ·  Admin →
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  16. Take employee entitlements and preferences to certain space-types into account when planning future moves (e.g., VPs are entitled to an office, people who prefer a quiet space get a quiet space)

    5 votes

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    Under Review  ·  0 comments  ·  BOS  ·  Admin →
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