Moving a device

SECURITY  Security level with access to CRM and object permissions to add, edit, and delete devices for organizations to which you have access

NAVIGATION  Device detail > Tools > Move Device

NAVIGATION   > CRM > Search > Devices > context menu

NAVIGATION   > CRM > Search > Organizations > Organization page > Devices accessory tab > context menu

NAVIGATION   > Contracts > Search > Contracts > context menu () > View Contract > Devices > right-click menu

NAVIGATION  Dashboard > Device drill-in tables and widgets

IMPORTANT  Items associated with VSA 10 cannot be moved.

Differences between moving and copying devices

  • Copying a device means creating a duplicate instance of the item for the same or another organization. The original item is unaffected, and there is no link between the two items.
    Refer to Copying a device.
  • Moving a device means creating a duplicate instance of the item for another organization. The original is inactivated and a link is created from the new item back to the original.
  • Only the selected item is copied or moved when the item is either a child or parent device.
  1. Navigate to an existing device.
  2. Select Move or Move Device.

The Move Device dialog box will open in a new window.

  1. Click the Organization selector icon and select the destination organization.
  1. Click Move.

The Edit Device page opens with selected fields pre-populated with data from the original item. A Moved From link to the previous organization is displayed below the Notes field.

NOTE  A copy of the moved item remains with the previous organization, but will be inactivated. Clicking on the Moved From link opens the Edit Device page for the listed device. If you do not have permission to edit this device, the page opens in read-only mode.

The following fields will not be copied:

Fields NOT moved Description
Installed By Installed By will display the name of the resource making the copy.
Installed On Installed On will default to today’s date.
Reviewed for Contract This setting will be cleared for the moved device.
System UDFs, including integration related UDFs and ATEDataMapping fields Your organization's custom UDFs will be moved.
Attachments, Subscriptions, and Tickets Attachments, subscriptions, and tickets will never be moved.
Organization-specific fields Organization-specific fields like Contact, Location, or contract -related fields will not be moved.
  1. Complete and update fields as needed and Save.

For a description of the fields, refer to Adding and editing devices.