Inactivating an Existing Location

 Standard Operating Procedures

Inactivating an Existing Location

 

PURPOSE:

The Space Manager must determine if the property is to be inactivated. If the property is to be inactivated, the Space Manager must update any Location Assets following the Location Asset business process. In addition, the Space Manager must determine if any other Asset types are associated to the Property. If there are active Assets, the Space Manager must notify the FOBS Asset Manager to inactivate or relocate the assets. Only upon receiving a “Notice to Proceed” from FOBS the location(s) can be inactivated.

*Once receiving the “Notice to Proceed”, the Space Manager can update the Location status to INACTIVE.*

 

PROCEDURE:

 

1. Select the Property link from the Main WorkDesk Menu.  

 
2. Click the link to the Location Profile.
3. Click Edit to enter Location Profile information.  

 
4. Go through the options and enter a number under Display Order for any fields you would like to search by (displayed as columns left to right).
Choose the options from the Sort and Operator drop down lists and enter the descriptor in the input field.Then, select Execute based on the Search options selected.		  
The locations will appear as a list, sorted by the display columns selected.  
5. Once the appropriate property is found, click Edit to edit the entry.  
6. Update Status of the Location.  

 
7. Click Save to save the record.
New Location status displays on screen.  

 

 

ROLES USED:

 

1. Space Manager: [TODO:FOBS define refine rules here]

Once receiving the “Notice to Proceed”, the Space Manager shall update the Location status to INACTIVE.

 

2. Asset Manager: [TODO:FOBS define refine rules here]

Once notified by the Space Manager, FOBS Asset Manager is responsible for inactivating or relocating all AiM™ Assets associated to the location that will be inactivated. This is to be done in a timely and professional manner. Once completed, FOBS will give a “Notice to Proceed” to the Space Manager.

 

3. System Administrator: 

System Administrator is responsible for managing and overseeing the Property module its configuration and functionality

 

 

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