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Move Management / Enterprise Move Management / Move Coordinator

Move Coordinator: Overview

Once a move is requested, the move coordinator starts the process of managing the move through its various stages using the tasks of the Enterprise Move Management / Move Coordinator process.

The following is the typical procedure a move coordinator follows.

1. Review and estimate move requests using the Review and Estimate Group Moves or Review and Estimate Moves task. While using these tasks, you can:
   • add additional data , such as the items to move, the destination rooms, and the move date. You may want to check the Available Rooms report.
   • add move actions, which define work that an employee or craftsperson must complete to accomplish the move
   • auto-approve the request, so that no further approval is required
2. Optional: Create move scenarios for employee and team group to experiment with different move layouts. Then, choose the best to implement and update the move project with the details.
   •  To do so, you work with the Create Move Scenarios (Optional) tab of the Move Coordinator / Review and Estimate Group Moves task.
   • Your site may opt to have a dedicated move scenario planner perform this work using the Enterprise Move Management / Move Scenario Planner process. The move scenario features operate the same regardless of which task they are accessed from.
   • See Move Scenarios: Overview.
3. When you are satisfied with the move details, route the move for approval to one or more approving managers.
   • To manage the approval process, use the Approve Moves task.
   • After all the approving managers that you have assigned have approved the move, you can review and edit the move again using the Review and Estimate Moves tasks.
4. Once the move is approved, issue the move.
   • Before issuing the move, you have the opportunity to add additional actions and data.
   • Issuing the move sets the move in motion. At this point, all the employees, craftspersons, and additional contractors who have a role in the move begin to complete their tasks.

5. Ongoing: Monitor moves:

   • view available rooms
   • examine a move (all statuses) and check its move actions
   • cancel an approved move.
   • view a calendar of group moves
6. After all the actions of a move have been completed by craftspersons and telecom personnel, confirm that the move is complete and complete and close the move.

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