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Space Planning & Management / Enterprise Move Management / Move Coordinator

Adding Move Actions

An action defines work that an employee or craftsperson will have to accomplish as part of a move. You can add actions for individual moves and group moves. You can add an action during the initial review of the move request. You can also add actions when you are issuing a move, as well as after a move has been issued.

You add actions by selecting the Actions tab from the following Space Planning & Management / Enterprise Move Management / Move Coordinator tasks:

• Move Console
• Review and Estimate Moves (legacy)
• Review and Estimate Group Moves (legacy)
• Issue Moves (legacy)
• Issue Group Moves (legacy)
• Complete Moves (legacy)
• Complete Group Moves (legacy)

For example, the below image shows the Actions tab accessed from the Move Console task. The tab lists an existing action, and includes the Add Action button so that you can create additional actions for this move. The above views have a similar Actions tab.

To add an action:

1. Select one of the above tasks.
2. Select the move or project to which you want to add an action.
3. Move to the Actions tab, which lists all the existing actions for this move.
4. Choose the Add Action button, which presents the Add an Action form.
5. Choose the Action Type from the select list.
6. Enter a description of the activity.
7. Click Go to Next Step to move to the Step 2: Edit Action tab.
   
8. Complete these fields:
   • Primary Trade Required
   • Assigned To -- Choose an employee or craftsperson from the list
   • Date Required/Date to Perform -- Note that the move order and move project have an overall due date. Here, you are specifying the due date for this particular step in the move.
   • Estimated Cost -- You can enter an overall cost for the move order or group move project. Use this field to break down the overall cost by entering the estimated cost of this particular step.
   • Generate Service Request? -- If you have the On Demand or Service Desk applications, you can generate a work request to perform this work. The system will generate the service request when you issue the move.
9. Click the Save button to save the action you have added.
   The action appears at the bottom of the Move form on the Action tab.
10. Enter additional actions following the steps above.
11. To edit an action you have created, click the Edit icon next to the action in the actions list.