Create Provision

The Create Provision feature controls the basic elements when creating a provision. This guide will discuss the following aspects of the Provision module:

• Creating a Provision

• Provision Details – General Information

• Provision Details – Edit Person Details

• Resource Requests

Creating a Provision

To Create a Provision:

1. Select Provision Type.

2. Select Provision Date.  The Provision Date is the date on which services are to be performed.

3. Select Find Requestor.  If the requestor is not in the system, manually enter the information requested.

4. Enter Comments if needed.

5. Select OK.

Provision Details – General Information

Provision General Information shows a user the basic information about a Provision and allows the generation of a Provision Move Report. 

To edit Provision Details – General Information:

1. Select Edit Provision.

2. Modify any of the displayed fields.

3. Select UPDATE.

The Provision ID and Provision Type are fixed fields and cannot be edited.

The Update Occupancy button, which finalizes the edits made to a provision by updating data in the Occupancy module, only appears in this section under the following circumstances:

• provision is set to the Complete status
• logged in user is a move manager
• provision type has the Move and the Disallow User Creation options enabled
• provision occupancy is completed

To view a Provision Move Report, select the Provision Move Report link found in General Information.  The Provision Move Report will appear as an HTML document.  To print an Excel report, refer to Run Report – Provision

Provision Details – Edit Person Details

The system will guide a user to the "Provision Details – Add Person" page.  This page allows a user to add the person who will be the recipient of services provided. 

The following details are required when adding User Details:

1. Enter First Name.

2. Enter Last Name.

3. Enter Company.

4. Select Position.

5. Select Property.

6. Select OK.

The following information is optional when adding User Details:

1. Enter Email address.

2. Enter Phone.

3. Enter FAX.

4. Enter User ID.

5. Enter Title.

6. Select Department.

7. Select Space.

8. Select Floor.

9. Enter Cube Number.

10. Enter Device.

11. Enter Printer.

12. Enter Comments if necessary.

13. Edit Schedule For date if needed.

14. Select OK.

To add an additional person to an existing Provision, select the Add Person link and follow the above referenced steps.

Resource Requests

Once the User Details have been submitted, the system will return the user to the Provision Details – Edit Person Details page.  From this page the user has the ability to add an additional person, add multiple persons, or delete the person.  A user has the ability to add a resource by selecting individual resources or choosing to assign Automatic resources.  By selecting Automatic, all the resources that have been associated with a position will be assigned.

To Add a Resource:

1. Select Select Resource.

2. Enter Resource Description, Resource Type, Position and select Find.  To view all available, leave data fields blank and select Find.

3. Choose Resource.

4. Select Select.

To add an Automatic resource:

1. Select Automatic.

2. Verify the question "Are you sure you want to select Resources automatically" and select OK.

3. Review resource requests.

4. Select GENERATE to request work orders.

5. Verify the question Are you sure you want to generate work orders for this person? and select OK.