Archibus SaaS / Foundations / Facility Services / Service Console
Workplace Services / Service Desk / Service Provider / Service Console

Move Requests

In the Archibus system, a move request:

From the Service Console, the manager manages the move through its stages, and the system automatically updates the move status. See Move Status.

Group moves and individual moves

Archibus supports two types of moves:

  Group Move Individual Move
Who is moved One or multiple employees and optionally their equipment One employee and optionally their equipment
Purpose

Group together moves of multiple employees, such as all employees of the same department, employees that are moving on the same day, or employees that are moving to the same building.

However, it is not essential that the moves share similar dates or destination. The manager can group together moves of any types.

Move one employee.
Requested by Manager Manager or self-service employee

How requested

Create Service Request task

(Group moves are not available from Workplace.)
How the move is organized The move request generates a move project, which holds individual move orders for each person to be moved. Additionally, you can add an individual move order to a group move

The move request generates a move order that holds the details of the move.

 
Request Type SERVICE DESK - GROUP MOVE SERVICE DESK - INDIVIDUAL MOVE
Status field Project Status Move Status

Requesting moves from Workplace

Users can specify a destination location when requesting the move, or specify just the building to which to move. The manager can then complete the move details using Service Console.

From Archibus Workplace, a user selects the Request Move button from the Service Catalog. Often, they do not know exactly where they should move to, so they enter the building and floor and the manager fills in other details using Service Console. The Move Type is Employee.

Note: In order for Workplace users to request moves, they must have a license for the Space SaaS module or the Moves application. Without this license, Workplace does not display the options for requesting moves.

The Move Status and Project Status fields

As a move is requested, approved, and processed the system updates the Project Status field (for group moves) and the Move Status field (for individual moves, either stand-alone moves or individual moves assigned to group moves). While the Project Status and Move Status fields are not editable, you will notice that the values may not be what you expect. This is because the workflow automatically performs some steps that are part of the Space module workflow.

The below table outlines the actions that update Move Status and Project Status.

This action ... ... sets Move Status or Project Status field to Explanation
Workplace user requests a move Requested  
Approve a requested move Issue and in Process Approving moves automatically issues them. There is not a separate Issue step as there is in the Space SaaS module.
Reject a requested move Requested - Rejected  
Cancel an approved move Approved - Cancelled  
Complete Closed Completing moves automatically closes them. Closing and completing are not separate steps as they are in the Space SaaS module.

To make it easier to use the Service Console, the filter uses statuses of Cancelled, Requested, Approved, Completed. Likewise, the move orders are grouped by these statuses.

As the group move is reviewed, approved, and completed, the system automatically updates the Move Status field of individual moves assigned to the group move and the Project Status field of the group move. For example, when you approve, reject, or complete a group move, the system update the Project Status field of the group move, as well as Move Status field of individual moves assigned to this group move.

See also