You use the Move/Swap/Modify action to:
move an asset to a new location, parent, or bin
swap assets associated with a work order
modify an asset, location, or CI's attributes
modify users and custodians associated with assets and locations
The Move/Swap/Modify action applies to the work order and all of the assets, locations, and CIs on its child work orders. (The term "work order" can refer to a work order, change, release, or activity record.)
You can have the system execute the move, swap, or modification immediately, or you can save the moves and modifications as a plan. If you save it as a plan, the system will execute the changes when the work order's status is COMP (completed). Once a work order's status is COMP, you can move and modify assets only using the Execute Now option.
When you select Execute Now on any tab, the system executes the changes on all tabs. You cannot choose, for example, to modify assets now and save the move changes as plan.
When you duplicate a work order that has a planned move,swap, or modification to its assets or locations, the planned action does not get copied to the duplicate work order. Also, when you create a release or change or work order from a record using the Select Action menu option, the system does not copy the planned action to the follow-up record.
Click the Modify tab.
Ensure that the Is this an Asset Swap? checkbox is cleared.
Click the subtab for the record type you want to add. For example, to add an asset, click the Asset subtab.
In the Assets/Locations/Configuration Items table window, click New Row. The Row Details open.
In the Asset/Location/Configuration Item field, enter a value or click Select Value to retrieve one. For each record you add, the system assigns a work order number to it and the work order becomes a child of the current record.
Fill in the remaining fields as necessary.
Perform one of the following actions:
To add the record immediately, click Execute Now.
To add the record when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and close the dialog box.
Display the record with the asset you want to move.
From the Select Action menu, select Move/Modify Asset to open the Move/Modify Asset dialog box.
Click the Move tab. The system lists all the assets that appear on the current work order and on its child work orders.
In the Mass Move table window, in the To Parent field, enter a value or click Detail Menu and select an option to retrieve a value.
Click Apply. The system populates the Move to Parent field in the Assets table window with the value you selected.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the location, parent, or bin you selected.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Move tab. The system lists all the assets that appear on the current work order and on its child work orders.
In the Asset table window, in the Move to Parent field for the asset you want to move, enter a location or click Select Value to retrieve a value.
Repeat step 2 for each asset you want to move.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the location, parent, or bin you selected.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Move tab. The system lists all the assets that appear on the current work order and on its child work orders.
In the Mass Move section, in the To Location field, enter a value or click Detail Menu and select an option to retrieve a value.
Click Apply. The system populates the Move to Location field in the Assets table window with the value you selected.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the location, parent, or bin you selected.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Move tab. The system lists all the assets that appear on the current work order and on its child work orders.
In the Asset table window, in the Move to Location field for the asset you want to move, enter a location or click Select Value to retrieve a value.
Repeat step 2 for each asset you want to move.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the selected location.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
In the Mass Move section, in the To Bin field, enter a value or click Detail Menu and select an option to retrieve a value.
Click Apply. The system populates the Move to Bin fields in the Assets table window with the value you selected.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the bin you selected.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Move tab. The system lists all the assets that appear on the current work order and on its child work orders.
In the Asset table window, in the Move to Bin field for the asset you want to move, enter a location or click Select Value to retrieve a value.
Repeat step 2 for each asset you want to move.
Perform one of the following actions:
To perform the move immediately, click Execute Now. The system moves the assets to the location, parent, or bin you selected.
To perform the move when the work order's status is COMP (Complete), click Save as Plan. The system moves the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Move/Swap tab. The system lists all the assets that appear on the current work order and on its child work orders.
Select the Is this an Asset Swap? checkbox. The Move?Swap/Modify dialog box refreshes, and the Swap Assets table window appears.
In the Swap Assets table window, select the row for the asset you want to swap.
To move the asset to a parent or location, enter a value in the appropriate field or click Select Value to retrieve a value.
In the Replacement Asset field, enter an asset or click Select Value to retrieve a value.
Perform one of the following actions:
To swap the assets immediately, click Execute Now.
To swap the assets when the work order's status is COMP (Complete), click Save as Plan. The system swaps the assets when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Modify tab.
Click the Assets subtab.
In the Assets table window, click on the row containing the asset whose specifications you want to modify.
In the Asset Specification table window, select the Select Row check box for each attribute you want to modify.
Click Modify Attribute. The system displays the selected attributes in the Planned Modifications table window.
In the Planned Modifications table window, to modify an attribute, in the New Value field, enter a value or click Select Value to select a value.
If you want the modification for that attribute to apply to all the assets in the Assets table window that share the attribute, click Apply to All . If you do not click Apply to All, only the selected asset's attribute will be modified.
Perform one of the following actions:
To perform the modification immediately, click Execute Now. The system modifies the asset's attributes.
To perform the modifications when the work order's status is COMP (Complete), click Save as Plan. The system modifies the assets when the status is COMP.
Click Cancel to not make any modifications and return to the record.
Click the Modify tab.
Click the Location subtab.
In the Locations table window, click on the row containing the location whose specifications you want to modify.
In the Locations Specification table window, select the Select Row check box for each attribute you want to modify.
Click Modify Attribute. The system displays the selected attributes in the Planned Modifications table window.
In the Planned Modifications table window, to modify an attribute, in the New Value field, enter a value or click Select Value to select a value.
If you want the modification for that attribute to apply to all the locations in the Locations table window that share the attribute, click Apply to All . If you do not click Apply to All, only the selected location's attribute will be modified.
Perform one of the following actions:
To perform the modification immediately, click Execute Now. The system modifies the location's attributes.
To perform the modifications when the work order's status is COMP (Complete), click Save as Plan. The system modifies the location when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Modify tab.
Click the CI subtab.
In the CIs table window, click on the row containing the configuration item whose specifications you want to modify.
In the CI Specification table window, select the Select Row check box for each attribute you want to modify.
Click Modify Attribute. The system displays the selected attributes in the Planned Modifications table window.
In the Planned Modifications table window, to modify an attribute, in the New Value field, enter a value or click Select Value to retrieve one.
If you want the modification for that attribute to apply to all the locations in the CIs table window that share the attribute, click Apply to All . If you do not click Apply to All, only the selected CI's attribute will be modified.
Perform one of the following actions:
To perform the modification immediately, click Execute Now. The system modifies the CI's attributes.
To perform the modifications when the work order's status is COMP (Complete), click Save as Plan. The system modifies the CI when the status is COMP.
Click Cancel to make no modifications and return to the record.
Click the Users and Custodians tab.
Click the Asset or Location subtab, depending on which record you want to add a user/custodian for.
In the Assets/Locations table window, select the row containing the asset/location you want to add a user/custodian for.
In the Users and Custodians table window, click New Row.
In the Person field, enter a value or click Select Value to retrieve one.
Decide if the person will be a user, a custodian, or both. Select the appropriate check box(es).
If you want the user/custodian to apply to all assets/locations, click Apply to All .
Perform one of the following actions:
To add the user or custodian immediately, click Execute Now.
To add the user or custodian when the work order's status is COMP (Complete), click Save as Plan.
Click Cancel to make no modifications and return to the record.
Click the Users and Custodians tab.
Click the Asset or Location subtab, depending on which record the user/custodian is associated with.
In the Assets/Locations table window, select the row containing the asset/location you want to modify the user/custodian for.
In the Users and Custodians table window, select the row containing the appropriate user/custodian.
Modify
the user/custodian as desired. To remove the user/custodian from the asset/location
record, select the Remove? check
box.
Note: You cannot remove a user/custodian that is designated
as primary. In order to remove the user/custodian, you must clear the
clear the Will be Primary? check
box and then select the Remove?
check box.
Perform one of the following actions:
To perform the modification immediately, click Execute Now.
To perform the modifications when the work order's status is COMP (Complete), click Save as Plan.
Click Cancel to make no modifications and return to the record.