Adding a personnel move line

Core TSIs : Moves : Working with Moves : Adding a personnel move line

Procedure

1. Go to Move requests & orders.

2. Select the move order to which you want to add a Personnel move line.

3. On the action panel, click Details > Add Move lines - personnel.

4. In the data section, complete the relevant fields.

For a description of these fields, see Move lines fields.

5. Click Save.

A Personnel move line is created.

• Directly after filling in and determining the Person field, all the 'From' and 'To' fields are automatically populated based on information from Personnel Management. The only fields that remain empty are From workspace, To workspace, From space and To space. When specifying the Move date-time, Planon will try to fill in these four fields as well. If the person occupies just one workspace, this workspace will be filled in automatically in the From workspace, To workspace, From space and To space fields. If a person has multiple workspaces, these fields are left empty.
• When the reference to the space is changed in Workspace details (example: from 1/1/2014 the workspace is located in space 002 instead 001), click the Refresh move line data action, to update the Property, Space and Workspace fields for the selected personnel move line. The workspace detail records that are active on the reference date are refreshed. This applies to the personnel move lines that are in the UsrReported, UsrApproved and the UsrAccepted statuses.

When a person move line (with a workspace) is saved, the following takes place.

◦ A new occupancy record is created for the destination workspace. This new occupancy blocks / reserves the workspace from the time the person is scheduled to move. The start date of the occupancy of the workspace is the same as the Move date-time. The end date of the occupancy is the same as the Move until date.

A warning will be displayed if the To workspace is occupied or if the required area is not available.

◦ The original workspace gets an end date which is the same as the move date minus 1 day.

In Field Definer, it is possible for the Planon ProCenter administrator to configure the free fields of move lines as additional fields with ‘Move to’ and ‘Move from’ information. For more information, see Field Definer > Setting field attributes in Field Definer > Derive and restore.