Move Manager Occupant Asset Subtab

Path: File > CAFM > Move Manager / Occupants Tab

Move Manager is exclusive to WebTMA Enterprise when you purchase the CAFM module.

You can elect to move some or all of the assets assigned to a requestor from Admin > User Management > Requestors / Assigned Items Tab.

In Add or Edit mode, specify the items to be moved.

1. Click the Occupants Tab.
2. Click the Add Occupant link to open the Occupant Entry window.
3. Click the Occupant Asset Subtab.
4. Click the Add Occupant Item link.
5. Select all items that will be moved.
6. Click the Save button on the Occupant Entry window.
7. Click Save on the WebTMA toolbar.

NOTE: Because an occupant can have assigned assets in other locations, these assets remain assigned to him or her, regardless of whether they are included in a move.

When the move is executed, i.e., the Execute link on the Action Menu is clicked, the following occur:

• the Location ID field on the Requestors / Identity Tab is updated to reflect the Location ID specified on the Occupant Entry window
• the Location ID of moved items is changed on the Requestors / Assigned Items Tab
• a transfer record is created for any moved items and is displayed when you click the Transfer History link on the Requestors window Action Menu