Preferences
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A variety of settings allows you to customize the end users’ and employees’ interaction with your Move module. Administrators can modify these by selecting Preferences from the Move Admin Module (Admin>Move>Preferences). A more in-depth explanation of each section is listed below.
Email Alerts
The Email Alerts section allows you to customize all email alerts with your Move module.
Figure: Move Preferences - Email Alerts
The following table provides additional information on the available selectable options.
| Option | Description |
| Approved Email (checkbox) | Email sent to the requester when the request has been approved. |
| Archive Email (checkbox) | Once the request is archived, it is sent to the requester. |
| Cancellation Email (checkbox) | Once a request is removed, an email is sent to the requester. |
| Email Movees (checkbox) | Send an email to the employees being moved.
Note: Emails are not sent for terminates for new hires. |
| Rejection Email (checkbox) | Once a request is rejected, an email is sent to the requester. |
| Submission Email (checkbox) | If this checkbox is selected, the requestor will be sent a confirmation email.
Note: You can customize the content of the email body that is sent for the confirmation email. |
| Body | You can customize the content of the confirmation email that is sent. |
| CCs | This is a list of email addresses to be copied on the email (email addresses separated by commas). |
| Subject | The subject line of the confirmation email. |
| Update Email (checkbox) | If selected, this sends a follow-up email once the request is updated. |
| Body | You can customize the content of update emails that are sent. |
| CCs | This is a list of email addresses to be copied on the email (email addresses separated by commas). |
| Auto-send Update (checkbox) | If the checkbox is selected, this automatically sends an email update once the request is saved. |
| Subject | The default subject line of follow-up emails. |
| Reset (button) | This button empties any custom input into your Body, CCs, or Subject lines. |
New Hire Permissions
The New Hire Permissions section allows you to give new hire permissions to centers.
Figure: Move Preferences - New Hire Permissions
The following table provides additional information on the available selectable options.
| Options | Description |
| Assigned Modules | Selecting any of the modules in this section automatically assigns new hires customer permissions. The available modules include:
|
| Excluded Centers | These centers will not be added to any users regardless of the building assignments. |
| RESET (button) | This resets any selections you may have made and returns to a default setting. |
Request Types
The Request Types section allows you to specify request type options.
Figure: Move Preferences - Request Types
The following table provides additional information on the available selectable options.
| Options | Description |
| User Move | This drop-down field allows you to select the default user move request type. Available selections include:
|
| Asset Move | This drop-down field allows you to select the default asset move request type. Available selections include:
|
| Parking Space Move | This field is the default parking space move request type. |
Move Status
The Move Status section allows you to specify the statuses to use when certain events occur.
Figure: Move Preferences - Move Status
The following table provides additional information on the available selectable options.
| Options | Description |
| Approval Status | This allows you to set the approval status. Available selections include:
|
| Completed (Archived) Status | This field allows you to specify the status for Completed (Archived) Status. Available selections include:
|
| Pending Approval Status | This field allows you to specify the status for Pending Approval Status. Available selections include:
|
| Rejected Status | This field allows you to specify the status for Rejected Status. Available selections include:
|
| Removed Status | This field allows you to specify the status of the Removed Status. Available selections include:
|
Enable Request Approval
The Enable Request Approval section allows you to specify whether or not you want to require the requestor to select an approval contact.
Figure: Move Preference - Enable Request Approval
The following table provides additional information on the available selectable options.
| Options | Description |
| Enable Request Approval (checkbox) | This checkbox allows you to enable the requestor to select an approval contact. |
| Approval Email (checkbox) | This checkbox allows you to enable the email alerts. |
| RESET (button) | This resets any selections you may have made and returns to a default setting. |
| Body | You can customize the content of the confirmation email that is sent. |
| CCs | This is a list of email addresses to be copied on the email (email addresses separated by commas). |
| Auto-resend Approval (checkbox) | This checkbox resends the approval message when the request has been changed. |
| Subject | The subject line of the confirmation email. |
| Roles requiring approval | This section allows you to select the roles that must specify an approval contact:
|
Note: Remember to click the Save button at the bottom of the Preferences screen to save changes.
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