Move Management / Enterprise Move Management / Move Coordinator

Completing a Move

After the action items for a move have been completed, you can use the Complete form to complete the move by changing the status of actions and moves. You then have the option to close the move.

Completing an Individual Move

For an individual move, after changing the status of the move's action items to Completed and Verified, you complete a move by changing the move's status to Completed-Verified. After you have completed the move, you can close the move.

Completing a Group Move

For a group move project, to complete a move you must first change the status of the project's actions to Completed and Verified. You then change the status of each of the move items within the project to Completed-Verified. When all the group move's actions and move items are completed, you can then close the move.

Closing a Move

After using a Complete Move form to change an individual move or group move's status to Completed-Verified, you can save your changes and leave the move open. Or if the move has a status of Completed-Verified, you can close the move, which changes the move's status to Closed. Move statistic reports are generated only for move projects that have the status Closed.

If you choose to close the move, email notifications will be sent to the move requestor and department contact. For an individual move, the move coordinator is sent an email notification. For a group move, the project manager is sent an email notification.

When you close an individual or group move, the equipment and tagged furniture associated with the employee or room being moved is updated to reflect the new locations.

To complete a move's Action items:

In the Process Navigator, select the Move Coordinator/Complete Moves or Complete Group Moves task.
Select the move that contains the actions you want to complete.
The Move/Project Information form appears.
Examine the status of the actions in the Actions list.
To edit an individual action's status, select the Edit button next to the action.
Change the Action Status to Completed and Verified.
Add data for fields such as Date Completed and Actual Hours.
Click Save to save your changes.
To assign the status of Completed and Verified to multiple actions at one time, select the check box next to each action that you want to assign the status of Completed and Verified.
Click the Complete Selected button.
The status of Completed and Verified is assigned to all of the actions you selected.
Click Save to save your changes.

To complete and close an individual move:

In the Process Navigator, select the Move Coordinator/Complete Moves task.
Select the move you want to review and complete.
Note: The move can only be completed after all the move's action items have been assigned the status of Completed and Verified.
Change the Move Status to Completed-Verified.
Add data for fields such as Move Time and Actual Cost. You can generate Move Statistics reports based on the Actual Cost you enter. See Executive manager Help for a description of the reports.
Click Save to save your changes.
If you have assigned the move the status of Completed-Verified, you can click Close to close the move.

To complete and close a move project:

In the Process Navigator, select the Move Coordinator/Complete Group Moves task.
Select the move project you want to review and complete T
Note: The move project can only be completed after all the project's moves and action items have been assigned the status of Completed and Verified.
Add data for fields such as Actual Cost. You can generate Move Statistics reports based on the Actual Cost you enter. See Executive manager Help for a description of the reports.
Examine the status of each of the project's moves.
To edit a move's status, select the Edit button next to the move.
Change the Move Status to Completed-Verified.
Click Save to save your changes.
Click Close to close the move project.
Note: It is not required to change the Project Status in order to close a move project.