With the Move Assistant, you can perform the following tasks:
Assign existing people, contact information, and objects to a new room.
Assign this new room assignment to a move.
Remove existing people, contact details, and objects from a room without assigning them to a new room, for example, when moving out.
Assign people, contact details, and objects that are not currently assigned to a room to a room.
Prerequisite
The move record has already been created
Procedure in the FM Portal
Path to the starting point: Infrastructure Building Management - Move Management - Moves
Open a move and click To the Move Wizard in the toolbar.
In the Current Situation section, select the items that are to be moved to a single destination room or a single destination workstation.
Tree view showing room structure with employee details, including contact info like fax and phone numbers for Bendner and Honsdorf In the "Target Situation" section, select the target room or target workstation. If you selected only "Equipment" in the "Current Situation" section, you can also select a target person.
Tree view of building areas showing rooms, workplaces, and equipment with sizes and occupancy details Click Add to Move.
For each selected item, an assignment to the target room, target workstation, or target person is created below. Planned items are now displayed in the Current and Target Situation sections in blue text and crossed out at the starting location, and in red text at the destination.
To return to the move form, click the "Go to Form View" button