Archibus SaaS / Space / Moves

Typical Workflow for Generating and Managing Moves

1. The business process owner develops the background data that will be required for move requestors, move coordinators, and other users involved with moves.
2. A move is requested. There are a few methods:
• A move requestor can request a move and then follow up on it:
  • requests an individual move
  • requests a group move
  • edits and reviews the move requests
  • generates a report
• A move can be generated from other Archibus interfaces, such as Archibus Workplace and the Space Console.
3. The system routes the requested move to a move coordinator, who does the following:
   • reviews move requests and estimates costs .
   • defines work that an employee or craftsperson must complete to accomplish the move by adding move actions to the move request. (Actions can be added before issuing or before completing a move order as well.)
   • routes the move request for approval or auto-approves the request
   • works with move scenarios, as described in step 4, below

4. (Optional): For group moves of employees or teams, a move scenario planner, move requestor, or move coordinator can experiment with different scenarios of employee placement to see how to best execute the move. Move scenarios can be added before or after approval. See Step 4: (Optional) Move Scenario Procedure at the bottom of this topic.
5. Approving managers approve the move. Once the move is approved, the status is set to Approved.
6. At any time before issuing the move order, the move coordinator can do the following:
   • examine move orders and their actions (all moves, regardless of status)
   • create and edit move actions
   • work with move scenarios
   • cancel an approved move order
   • edit group moves
   • edit stand-alone individual moves
   • assign an individual move order to a group move order
7. When satisfied with the details of the move order, the move coordinator issues the move order .
8. Craftspersons and movers execute the work and update the assigned move actions.
9. Ongoing: Data and voice coordinators can:
   • edit approved and issued move orders.
   • update the system with the actions that they take (move actions) for setting up data and voice communication.
10. Ongoing: Throughout the process, the move coordinator can:
    • edit group moves
    • edit stand-alone individual moves
    • assign an individual move order to a group move order
    • review the calendar for group moves
    • review the available rooms
    • examine move orders (all moves, regardless of status)
    • create and edit move actions
11. When workers complete the move order, the move coordinator completes the move order and closes it . The system updates the location fields of the move items.
    • the equipment and tagged furniture associated with the employee or room
    • the employee being moved
    • individual equipment items being moved
    • the team being moved to a new location (if employees are moving between teams, closing updates their team assignment)
12. Executive managers can evaluate move costs and churn rates with the move management reports .