Prerequisites

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Small Move Plan

Before you add the person or people find out the following:

• person's name

Large Move Plan

Before you add the move plan data, find out the following:

• org unit
• location
• manager

Add People using the Simple Add

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You can add a person or people by their name.

1. From the BOS Project Overview screen, click the BOS Move Plan. The BOS Project Details screen displays.
2. Click the BOS Plan Moves Data icon. The BOS Plan Moves Data screen displays.
3. Select the Phase Number.
4. Click the + Add icon.

5. In the Add Migration Manager field, enter the name of the Migration Manager.

6. In the Add People field, enter the name of the person. If you want to add multiple people, then enter in more names. If you want to remove a person then click the X.

7. Before you use this toggle, make sure you understand the Use Live VBS location feature, this is described below. By default, the Use Live VBS location is toggled off and if you want to use the live VBS location then click the toggle to turn it on. 

8. Click the Add to move plan button.

The person or people are added as BOS Move Rows.

Add People using the Advanced Add

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You can find many people via their org unit or location.

1. From the BOS Project Overview screen, click the BOS Move Plan. The BOS Project Details screen displays.
2. Click the BOS Plan Moves Data icon. The BOS Plan Moves Data screen displays.
3. Select the Phase Number.
4. Click the + Add icon.
5. Click the Advanced add tab.

6. In the Add Migration Manager field, enter the name of the Migration Manager.

7. In the Find by org unit, either select or enter an Org Unit.

8. Click the Location selector, to search for or navigate to a building and floor.

9. In the Find by manager, enter in the name of the manager. If you search by a manager's name you will need to also include an org unit and/or location.

10. Before you use this toggle, make sure you understand the Use Live VBS location feature, this is described below. By default, the Use Live VBS location is toggled off and if you want to use the live VBS location then click the toggle to turn it on. 

11. Click the Add to move plan button.

The people are added as BOS Move Rows.

Use Live VBS Location Toggle

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When you toggle on the Live VBS Location, this will bring in the BOS Occupant's current location from the Live VBS data and this will populate the From Location. 

Add by Person into a Multi-Phase BOS Move Plan

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You can add a person or people into a multi-phase BOS Move Plan. It is important to understand the behavior when you add a person who has a reference to a previous phase or when you add a person who has no reference to a previous phase.