Move Manager Occupants Tab

Path: File > CAFM > Move Manager / Identity Tab

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

To add occupant lines to the move from the desired Move Manager record:

1. Click Edit on the WebTMA toolbar.
2. Click the Occupants Tab.
3. Click the Add Occupant link to open the Occupant Entry window.
4. Select the Occupant. The only names on this list are those that have a Requestor record in User Management > Requestors.
5. Complete the Schedule Date and Location ID fields.
6. Click the Save button on the Occupant Entry window.
7. Click Save on the WebTMA toolbar.

In either Edit or Add mode, use the Future HR Data and Occupant Asset Subtabs to update the Requestor record and specify the requestor's assets that will be moved.

This information also displays on the Organization > Areas > Records / Occupants Tab in read-only format.