Move lines fields
Field | Description | ||
|---|---|---|---|
Generic fields | |||
Code | Enter a unique code for the move line. | ||
Description | Enter a relevant description for the move line. | ||
Move date-time | By default, this field displays the start date-time of the move, but this date can be edited. If the Take move capacity into account? field is set to Yes in the Move settings TSI, the Capacity date picker is displayed. If set to No, the regular date picker is displayed. | ||
Type | Displays the move line type (INVENTORY/PERSON/SPECIAL). | ||
Order | Displays the name and code of the associated move request / order. | ||
Planned move order | On a move request, this field displays the name and code of the associated planned move order. | ||
Details of planned move order | Displays the existing code and status of the associated move order. | ||
From property | Select the current property of the asset/person/special item to be moved (as it is before the move). | ||
From space | Select the current space of the asset/person/special item (as it is before the move). | ||
From department | Select the current department of the asset/person (as it is before the move). | ||
From cost center | Select the cost center of the asset/person (as it is before the move). | ||
To property | Enter the new property for asset/person/special item (as it will be after the move). On the Move special items step, this field is automatically filled with the value of the Default destination property (if filled). | ||
To space | Enter the new space for the moved asset/person/special item (as it will be after the move).
On the Move special items step, this field is automatically filled with the value of the Default destination space (if filled). | ||
To cost center | Select the asset/person's cost center as it will be after the move. For a person, if the To workspace field is populated, the cost center is also updated. | ||
To department | Select the asset/person's department, as it will be after the move. For a person, if the To workspace field is populated, the cost center is also updated. | ||
Moves along with… (person) | If relevant, select the person with whom this asset must be moved. Select the Personnel from selected move order / request filter option to see only those people who are relevant to this move.
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Original move request | Displays the code and name of the request to which the move line was linked originally. | ||
Move line of related move order | Displays the name and code of the move line in the related move order. | ||
Move line of related move request | Displays the name and code of the move line in the related move request. | ||
Asset move line fields | |||
Asset | Displays the asset that is linked to the move request. | ||
Number of items | The number of assets to be moved. | ||
Change from asset location | Displays the location of the asset before the move. This field can be edited. | ||
Change from owner | If relevant, enter the owner of the asset before the move. | ||
Change to asset location | Displays the new asset location details after the move has been executed. | ||
Change to owner | If relevant, enter the owner of the asset (as it will be after the move). | ||
Person move line fields | |||
Person | Select the person to be moved. This field can be used to: • view / filter out all assets or personnel involved in the move of a person. • update the destination data of all assets / personnel that move along with this person whilst updating the destination data of this person. If you change the person to be moved, the From workspace and the To workspace are emptied. If you save the move line, the occupancies are restored to the state before the move line was added. | ||
Move until date | Enter the date until which the move will be valid. | ||
From workspace | Specify the person's (current) workspace. This field can be empty: • if a person needs a second workspace, alongside his/her current workspace. In that case, only the To workspace needs to be filled. • if you are on-boarding a new employee. Only the To workspace needs to be filled. The user can only select a workspace in From workspace, if both the Person and Move date fields are populated. The From workspace pop-up only shows the workspaces that are occupied by the selected person on the move date (for at least one day). | ||
From e-mail address | Enter the person's e-mail address from before the move. | ||
From phone | Enter the person's phone number from before the move. | ||
To e-mail address | Enter the moved person's e-mail address, as it will be after the move. | ||
To phone | Enter the moved person's phone number, as it will be after the move. | ||
To occupancy% | Displays the minimally required occupancy % in the To workspace field. By default, the value of the current occupancy % (from the From workspace field of the person to be moved) is filled in. If you change the From workspace, the To occupancy % is also updated in the person move line. This value is also used to create an occupancy after saving the person move line. | ||
To required area | Displays the minimally required area in the To workspace field. This information is taken from the Position field in Personnel. If the person to be moved is changed (in the move line), the To required area field is updated accordingly. If a person's position is not specified in Personnel or if no area is determined for that particular position, a default value of 8 m² is filled in. This value is also used for creating an occupancy after saving the person move line. | ||
To workspace | Specify the workspace to which the selected person is moving. Only the following workspaces are shown: • workspaces available for the selected person's move period (Move date-time to Move until date) • workspaces available for the minimum occupancy percentage • workspaces that have the minimum area that is required for the person to be moved Note: workspaces ended on or between the Move date-time and Move until date are not displayed in the list. In the To workspace pop-up, you can filter the workspaces based on the following criteria: • Select the check box Only show workspaces that are ... to filter the available workspaces based upon To occupancy % and To required area. Be aware that de-selecting this checkbox could cause overoccupied workspaces! • If To occupancy % is populated, only those workspaces are shown that are available for at least the percentage specified for the determined period (move date – move until date). • If To required area is populated, only those workspaces with that particular surface area are shown. • The workspaces can also be filtered based on Property, Complex or Space. • Select All to select all workspaces. • The workspaces can also be filtered based on Floor.
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Required number of boxes | Enter the number of boxes needed to move the person. | ||
Required surface area | Enter the required number of cubic meters required for the person to be moved. | ||
Occupancy end date | This field is updated, if the From workspace and Move date-time fields are populated. This date is always one day less than the Move date-time. | ||
Overwrite person data | Select Yes / No. If you select 'yes', the personnel data from Personnel will be overwritten when the move order is set to the Technically completed or Administratively completed status. If multiple move lines (within the same move order) have the value Yes, the system will take last one as leading. | ||
Move option 1 up to and incl. 16 | The names of these yes / no fields are customizable and likely to be different in your configuration. Use these customized yes / no fields to specify a number of actions that have to be executed for this move. For example: whether or not the phone or network must be patched again after the move, whether a new name plate should be created, or whether the room needs to be cleaned etc. | ||
