BOS and Phases

After the Space Planner identifies a potential scenario, the Scenario Plan is used to move teams around. The BOS Move Plan can then be used to move individual people. This is so that moves can be implemented in a more structured way and caters for situations where some people in the same team are moving to different locations.

Then people can be added to a BOS Move Plan's phase by People, by Teams, or by Workpoints which will bring in their current From Location, and then they can be moved to their To Location. The To Location can be either a Workpoint, Team, Neighborhood, or to a Future Floor and Workpoint, or they can be marked as not moving.

Learning Paths

 

 Navigate your BOS Move Plan - Use this to learn about the BOS module so you can become more familiar with this module.

 

 Set up your initial BOS Move Plan - Use this to learn about the prerequisites and then how to initial set up a BOS Move Plan.

 

 Understand BOS Move Plan Phases - Use this to learn about multiple phases or single phase concepts and what happens when you have a linked move or a sync move in a multiple-phased plan. Also, we will guide you through how to insert, delete, or make adjustments to phases.

 

 Populate the BOS Move Plan - Use this to learn how to populate the BOS Move Plan in bulk using the BOS Import or manually.

 

 Invite People to Complete a BOS Move Plan - Use this to learn how to assign BOS Move Managers and then how to send out email invitations to your BOS Migration Managers and BOS IT users.

 

 Get Ready to Physically Move - Use this to learn how to generate the BOS reports, lock the BOS Move Plan for edits, and then send out the Ready email and the Set email.

 

 Moving your People - Use this to learn to how to send out the Go email to let your people know it is time to physically move. After the move, you can publish the phase into the Block and Stack (VBS) Live data. Then you can send out the Welcome email to the people who have moved.