IBM TRIRIGA Version 10.5.0

Configuring prerequisite tasks

Before you can manage spaces and move requests for your organization, you must define space and move standards, functional role entitlements, and classify spaces. You must also define contact roles and create templates for move projects.

  • Space and move settings
    To establish consistency for your space and move processes, you can define the move policy, the estimated cost of moves, and the setting for the space occupancy of your organization.
  • Classifying spaces
    You classify a space to define how the space is used in a building, such as an office, warehouse, or workstation. Space classifications are applied to your portfolio for consistency and standardization.
  • Specifying entitlements for functional roles
    Entitlements determine the type of spaces that each functional role is entitled to occupy. To specify entitlements for functional roles, you assign functional roles to employee records. You then create a space standard specification and associate the space standard with the space class.
  • Creating templates
    Templates contain predefined data that you can use in records for consistency and accuracy. For space and move management, you create templates for move projects and surveys.
  • Assigning contact roles to move projects
    When you create a move project, you must specify the role of manager and move planner as contact roles. These contact roles can then approve and manage the move requests that are associated with the move project.
Parent topic: Managing spaces and moves

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