With eTASK.Relocation Management, you can request relocations via the FM Portal. Once the request is submitted, the relocation is automatically forwarded to the appropriate contact person for planning via the eTASK.Relocation Management workflow.
Procedure in the FM Portal
Path to the starting point: MyFM – Order Services – Request a Move
Enter a name in the Name field. If necessary, fill in the Description field to provide additional information.
In the Request Information section, enter the person requesting the move.
Select the desired date on which the move is to take place.
In the "Location" field, select the location where the building is located.
In the "Building (Origin)" field, enter the building from which the people are moving out.
In the "Destination Location" field, enter the location where the building is located.
In the "Destination Building" field, enter the building into which the people are moving.
In the "Additional Services" section, check the "Cleaning Required" box if cleaning is needed for or before the move.
Check the "Painter required" box if a painter is needed for the move.
Check the "Caretaker Required" box if a caretaker is needed for the move.
Click Save in the toolbar.
Click Workflow - To Dispatch in the toolbar and confirm the message.
The form is saved again, and the Workflow information area is displayed. The move order is now available to the coordinator for further planning.