#5 - Set up the Move Module
Your Eptura Workplace implementation is based on the plan purchased.
The Move module helps you coordinate the movement of people and assets. This module is set up involves setting up the approvals workflow, request types, move statuses, task, and costs.
Implementation Tasks
Administrators can configure the following:
- Change the type of move requests users can submit. See Add, Edit, or Delete Request Types.
- Change the status messages that can be assigned to requests. See Add, Edit, or Delete Move Statuses.
- Define additional tasks that may need to be done as a part of a move. See Add, Edit, or Delete Tasks.
- Define fields that are used to construct move-related tasks. See Add, Edit, or Delete Task Fields.
- Define the specific data fields that can be added to request types associated with user-based move requests. See Edit User Fields.
- Define the cost per move item type. See Add Move Cost to a Move Request.
Preferences
We recommend you review and set up the preferences for your organization:
- Email Alerts
- New Hire Permissions
- Request Type
- Move Status
- Enable Request Approval
- Activate Advanced Move Approvals
- Activate Move Cost Tracking
Learn more in Edit Move Preferences.
Quick Start
Now, the Move module is ready next you can learn about how to use it.
Next Onboarding Step
- Head over to #6 - Set up the Reservations Module