Planning and Activating Moves 

Use

You are planning an internal move in order to change the continuous occupancy data of certain individuals at a given point in time. You therefore assign occupants to target rooms, and the system then automatically adopts these assignments as the actual values (actual occupancy) after the specified point in time.

Procedure

       1.      In the RE Navigator (RE80), choose Object Overview. In the dropdown list, choose Move Plan. Choose  with the quick info text Create.

       2.      Enter the header data for the move plan.

       3.      Specify the persons who are moving:

○       By searching directly for the people (for example, for a move-in)

○       By using an architectural object, the assigned reservation object, or an organizational unit

You drag and drop names from the list of selected objects to the list of persons moving.

       4.      Specify the target rooms:

○       By searching directly for target rooms

○       By selecting from the architectural object hierarchy

You drag and drop the objects you want from the list of selected objects to the list of target rooms. After that, you delete the desk assignments that are not relevant for the move from this list of target rooms.

       5.      Plan the new occupants of the target rooms.

Assign the persons moving to the available objects in the list of target rooms, using drag and drop.

The system adds these assignments to the list of target rooms.

       6.      If you do not want to assign a target room to a person (because they are moving out, but not moving in somewhere else) then choose the entry Move-Out in the Plan. Type column of the Target Rooms list.

The system automatically sets the planning type to Move for persons who already continuously occupied a reservation object before the move (that is, move from one office to another). For persons, who did not already continuously occupy a reservation object before, the system automatically sets the planning type to Move-In (that is, move-in only, without moving out of another office first).

       7.      If you want to transfer planning responsibility for a person to another assignment planner, then choose the new planner in the Assignment Planner field. For more information about assignment planners, see Delegation of Move Planning.

       8.      In the Target Rooms list, select the entries you want to release and choose  with the quick info text Release of Planning.

       9.      Once you have completed your move planning and released all entries you want to release, choose  with the quick info text Activation of Move to activate the move.

You can interrupt and temporarily save planning for a move before you activate the move plan. You can also process certain entries later, after the plan was already activated. The system displays the current planning status of the objects on the Occupancy tab page, provided that you activated plan entry display.

Result

You activated the move that you planned. On the specified date, the newly assigned target rooms automatically take effect for the persons moving (move and move-in). For persons moving out only, their continuous occupancy data is deleted.