Large Move Workflow

After a move request is created it is submitted into the Move Request Queue and the "Submission Email" is sent out to the Requester. Also, Move Plans can be created using the Stacking Diagram.

Your organization may require a move to be approval. The Move Approval can be triggered based on cost, size, or location. Learn more about approvals in Set up Move Approvals.

The user who approves the move has the option to either:

• Approve - When the move request is approved the "Approval Email" is sent to the Requester and the "Movee Email on Approval Email" is sent to the Movees.
• Reject - When the move request rejected the "Rejection Email" is sent out to the Requester.

 Learn more in Using the Move Request Queue and Review the Request Calendar.

Before the move is actioned, the Move Team can either:

• Print Label & Placards - These are useful for labelling boxes and giving directions to the employees who are moving. Learn more in Print Labels and Placards.
• Edit the Move Request - The details can be edit and the following can be actioned:
  • When a move request is updated you can send out a an "Update Email" to the Requester and Movee. Learn more in Create and Send Move Notifications.
  • If needed service requests can be created or linked for tasks that relate to the move.
  • You can add comments and/or attachments, such as a floor plan.
  • If the move request is cancelled then the "Cancellation Email" is sent out.

Learn more in Working on a Move Request.

On the moving day the user will complete the physical move and if needed the floor plan can be printed out. This can help your employees to find their new space location and orientate themselves on the floor.

The Move Team will archive the move request to make the change live into the Space Desktop. The "Archive Email" is sent out to the Requester so they know the move is complete. Learn more in Archive the Move Request.