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Use this form to manage and carry out removals. Specify the people moving and assign them the IT equipment, furniture, communication data and other objects that they are taking with them. The assigned objects are moved from the source location (actual room and workstation) to the destination location (target room and workstation) as part of the workflow. Click on the "Go to relocation planning wizard" button to use the relocation planning wizard to assign people and objects.
Workflow Data
This info area contains all workflow data relating to the current data record.Identification
This group contains characteristics for unambiguous identification and assignment of a move. These include, for example, move number, customer number or other unique identifiers.| Property | Description |
| Description | Description |
| Name | Enter a unique and meaningful name for the move here. This is used for quick identification and is displayed in overviews. A precise name is important in order to clearly distinguish the relocation process from others and to manage it efficiently. |
Responsibilities
In this info area, you can specify who has commissioned the move and enter key data.| Property | Description |
| Cost Center | Cost Center |
| Deviant Requester | Deviant Requester |
| Department | Select the department responsible for this move. |
| Number of Persons | Enter the number of people who will be moving. |
| Desired date | Enter the date by which you would like the move to take place. The exact moving day will be determined by the coordinator during the planning process. |
| Framework agreement | Possible specification of a framework agreement via which the move is settled or on whose contractual items the move is based. |
| Requester | Select the person who has requested the move and is the main contact person for the entire relocation process. This information is crucial for the assignment of responsibilities and communication during the move. |
FM Orders
FM ordersSee also: FM orders for removals
Current Location
The building from which the persons are moving out is determined in this info area.| Property | Description |
| Location | Select the current location where the object or person to be moved is located before the move. This is the starting point of the move and is important for correct planning and execution. The selection is made from a list of available locations. |
| Building | Selection of the building from which the persons are moving out. |
Target Location
In this info area, the building into which the persons move is determined.| Property | Description |
| Location | This location designates the destination of the move, i.e. the location to which the person or department is moving. The selection is important for the correct planning and execution of the relocation process and for updating the location information once the relocation has been completed. |
| Building | This field determines the target building for the planned move. It is crucial for the correct planning and execution of the relocation process, as it determines the future place of work of the people moving. The selection is made from a list of available buildings. |
Details
More details about the move can be found here.| Property | Description |
| Coordinator | Coordinator |
| End Date | Planned End Date for Relocation |
Costs and release agents
This group covers the financial aspects of a move and the associated approval processes. It contains information on cost types, budgets and the approvers responsible for the relocation costs.| Property | Description |
| Cost estimate | Text field for entering the estimated costs |
| Freigeber | Selection of a person who is to approve the costs. |
Further services
This group includes additional services that can be offered or utilized as part of a move. These include supplementary services that go beyond the standard services of a move.| Property | Description |
| Cleaning necessary | Hook for information that cleaning is required for/before the move. |
| Painter necessary | Hook for information that a painter is needed for the move. |
| Janitor necessary | Check mark for information that a janitor is needed for the move. |
Comments
This info area has an editor in which comments on the data record can be left.In this section you can add and edit comments and annotations.
Moving list
The removal list shows all people and removal goods that are planned in this removal, sorted according to the removal date and the specified orderSee also: Relocation list (new)
Documents
Documents of any kind relating to the data record can be uploaded in this info area.In this section you can upload, download and manage files.
FM Orders
All FM orders that have been placed for the move are displayed in this list.See also: Orders
Evaluation
This info area contains the evaluation of the move. The evaluation can be submitted here at a central location.Moving Persons
This list shows all the people who are moving as part of the move.See also: Relocation of persons (table)
Equipment / Objects
Equipment / objectsSee also: Relocation of assets (table)
Misc. Objects
This list shows all objects assigned to the move that do not fall into the category "IT equipment", "Furniture", "People" or "Communication".See also: Removals of other objects (table)
Contact Data
This list shows all communication data that must be adjusted or created during the move.See also: Changes to communication data (table)