Space / Moves / Background Data

Developing Background Data for Moves

For the Moves application, you first have to make sure that your facilities background data and inventory data is up-to-date. Next, you have to update your user data.

Facilities Background Data and Inventory Data

Before using the Moves application, you have to set up the facilities background data and inventory tables. If you are an existing Archibus user, you may have already developed most of the data you need to get started with the Moves application.

• Action Types
• Problem Types

• Employee Standards
• Employees

• Craftspersons
• Trades

• Equipment
• Equipment Standards
• Tagged Furniture
• Jacks

• Define the Organizational Hierarchy
• Define Locations and publish your CAD floor plans as enterprise graphics so that you can view them in the Moves views.

User Data

In addition to setting up facilities background data and inventory data, you have to update your user data, which includes the Users, Employees, and Craftspersons tables. You also must assign process of the Moves application to users and set up email notifications. For more information, see the following topics:

• Updating Users, Employees, and Emails 
• Assigning Roles to Users
• Understanding Email Notifications

Questionnaires

You many want to include questionnaires on your move forms. Define them with these tasks:

• Define Action Questionnaires and Define Move Questionnaires tasks.