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Move Management / Enterprise Move Management / Move Coordinator

Adding Move Actions

An action defines work that an employee or craftsperson will have to accomplish as part of a move. You can add actions for individual moves and group move projects. You can add an action during the initial review of the move request. You can also add actions when you are issuing a move, as well as after a move has been issued.

You add actions by selecting the Actions tab on any Move Information or Project Information form. These forms are available in the following move coordinator tasks:

• Review and Estimate Moves
• Review and Estimate Group Moves
• Issue Moves
• Issue Group Moves
• Complete Moves
• Complete Group Moves

To add an action:

1. Select a move coordinator task that provides access to a Move Information or Project Information form. For example, select the Move Coordinator/Review and Estimate Moves task.
2. Select the move/project that you want to add an action to.
   The Project/Move Information form appears.
3. Add changes to field values as necessary and click the Save button.

   Note: It is important to save your changes in the Project/Move Information form before adding actions to the move.

4. Click the Actions tab, which is located at the bottom of the Move/Project Information form, and click Add Action.
   The Add an Action form opens in a new window.
5. Choose the Action Type from the select list.
6. Enter a description of the activity.
7. Click Go to Next Step.
8. Enter the Primary Trade Required using the select list.
9. Use the Craftsperson or Employee select list to fill in the Assigned To field.
10. Add additional data as necessary.
11. Select the Generate Work Request button if you want to generate a work request that is associated with the action.
    Enter a Problem Type value for the work request.
    If you select this option, the work request for this action will be generated when the move is issued.

    Note: The On Demand Work application enables you to use the work request feature.

12. Click the Save button to save the action you have added.
    The action appears at the bottom of the Move form on the Action tab.
13. Add additional actions following the steps above.
14. To edit an action you have created, click the Edit icon next to the action in the actions list.
15. Enter your changes and click the Save button to save your changes.