Moving Customers

If you realize that customers have been incorrectly associated with a device, you may need to move them from a device that will be impacted to a device that will not be impacted. To move customers from their current device to another device, complete these steps:

1. On the Impacted Customers tab, select the rows for the customers you want to move.

Note: The expandable folder nodes are not selectable; you must select customer names.

2. Right-click and select Move Customers... from the context menu. The Move Customers dialog box opens, displaying the customer names, addresses, and their original device as defined by CIS.

Note: If you click the Move Customers... button without first selecting customer rows, you will receive an "Invalid Customer Selection" error with the message: Only customer rows selected are considered by the Move Customer feature. Any selected expandable folder nodes are ignored. Select at least one customer row to continue.

3. Click on the new device in the Viewer. The New Device field on the Move Customers dialog box is populated with the selected device.

4. Click OK. The system determines whether or not the new device is also an impacted device.

If the new device is not an impacted device, the customers are moved to the new device and are removed from the impacted customer list.

If the new device is an impacted device, a confirmation dialog box is displayed. Do one of the following:

• Click Yes to continue with the move. The customers are moved to the new device within the Impacted Customers list. If the selected customers were previously moved to a new device, another confirmation dialog box is displayed. Do one of the following:

• Click Yes to continue with the move. The existing customers move record is overwritten.

• Click Cancel to return to the Move Customers dialog box so you can select a different device.

• Click No to cancel the move and close both the confirmation dialog box and the Move Customers dialog box.

• Click No to return to the Move Customers dialog box so you can select a different device.

• Click Cancel to cancel the move and close both the confirmation dialog box and the Move Customers dialog box.

Checking for Overlaps

Once you have created steps for a planned event, generated the Impacted Customers list, and saved the switching sheet, you can cross-check the switching sheet with other switching sheets for overlaps of time, control zone, or affected devices.

This allows planners to create a single planned event instead of two separate events and avoid visiting the same location twice or impacting the same customers twice within a short time frame. Planners can identify whether to change the current switching sheet in order to avoid affecting the same customers or same area multiple times in a certain time period.

Note: When an overlap occurs, the system does not prevent you from completing planned switching operations, but it does provide a warning indicating the overlap.

If the current plan has a time, control zone, or device overlap with another plan, the Overlap indicator is displayed on the switching sheet Status Bar. Use the Overlaps tab to view details about the overlaps.