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Create or Edit your BOS Move Plan

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From the BOS Move Plan Overview screen, you can either create a BOS Move Plan or edit an existing plan.

Contents

Create a BOS Move Plan

After you have completed the prerequisites for the BOS module, you can create a BOS Move Plan.

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From the BOS Move Plan Overview screen, complete the following:

  1. Click the Move Plan button and the Create BOS Move Plan dialog displays.

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  1. In the Name field, enter the name of the BOS Move Plan.
  2. For the Security options select either Public or Private.
  3. In the Description field, enter the short description.
  4. Click the Create move plan button and the BOS Move Details screen displays.

Filter or search for a BOS Move Plan

You can filter and/or search to find your existing BOS Move Plan.

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Use the Show Filters

  • All - Click the All button to display all the plans.
  • Mine - Click the Mine button to display the plans you are an owner or co-owner of.
  • Archived - Click the Archived button and then click either the All or Mine to display the move plans.

Use the Search

  • In the Search field, enter your search criteria to search the move plan name, description, or owner's name.

Edit a BOS Move Plan

To edit an existing move plan, click the move plan row and the BOS Move Details screen displays.

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From this screen you can either: