Move Management / Enterprise Move Management / Move Coordinator

Routing a Move for Approval

After reviewing a move, you route the move for approval. You can route an individual move or a group move. You can route a move to one or more approving managers.

After routing a move for approval, an email notification is sent to each approving manager, the move requestor and the department contact. In addition, for individual moves, the move coordinator is sent an email notification. For group moves, the project manager is sent en email notification.

Note: An alternative to routing a move for approval is to auto-approve the move during the review process. For more information, see the Reviewing a Move Request topic.

Data Transfer

You can transfer move project data from your group move projects into XLS format, so that you can edit your data in Excel. You can then use data transfer to transfer in the edited data to update the move project.

The Data Transfer feature is available at various points in the move process. When requesting, editing, routing moves for approval, or issuing moves, use the Data Transfer button to invoke date transfer. The action affects the data on the active tab. For example, if you invoke Data Transfer from the Employee Moves tab, the data on the employee moves tab is exported; any data on the other tabs is not affected by the action.You can invoke data transfer from any of the move tabs (employee moves, new hires,employees leaving, equipment, assets, or rooms) in a group move. See Data Transfer Overview.

How to Route a Move for Approval

To route a move for approval:

  1. In the Process Navigator, select the Move Coordinator/Route Moves for Approval task or Route Group Moves for Approval task.
  2. Select the move that you want to route for approval from the Requested Moves list.
  3. Using the select list, select a value for Approving Manager 1, which is required.
  4. Select additional Approving Manager values if you want to route the move to more than one approving manager.
  5. Click Route for Approval.