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Housing Complex and Units

Overview

The Housing Complex allows users to easily create, associate, and track Housing and their assignments for Placements. Users can add each housing location and the individual associated units to track the availability of facilities when you place a candidate. In addition, they can add utility accounts and scheduled furniture deliveries for each unit as required. Once you place a candidate in a position, you can add the appropriate housing complex and unit to their placement record.

Before You Begin

You must have the appropriate user type entitlements in order to view, add, and edit Housing Complexes. Please reach out to support to have user types updated.

Add a Housing Complex

  1. Navigate to Menu > Housing Complexes.
  2. Click Add Housing Complex.
  3. In the Name field, enter the name of the facility or housing location.
  4. Complete all the necessary fields.
  5. Click Save.

Add a Housing Complex Unit

  1. Navigate to Menu > Housing Complexes.
  2. Select HOUSING COMPLEX UNITS to show a list of the Housing Complex Units.
  3. Click Add Housing Complex Unit.
  4. In the Housing Complex field, select the housing complex where this unit is located.
  5. In the Name field type the name of the individual unit. This may be an apartment number or street number.
  6. Complete all the necessary fields.
  7. Click Save.

You cannot create a unit without an associated housing complex. You cannot delete a housing complex or housing complex unit.

Add a Housing Complex Utility Account

  1. Navigate to Menu > Housing Complexes.
  2. Select HOUSING COMPLEX UNITS to show a list of the Housing Complex Units.
  3. Click the name of the Housing Complex Unit to add the account to.
  4. Open the tab for Housing Complex Utility Accounts.
  5. Click Add Housing Complex Utility Account.
  6. In the Utility field, enter the name of the utility provider.
  7. Complete all the necessary fields.
  8. Click Save.

You cannot create a utility account or furniture delivery without a housing complex unit.

Add a Housing Complex Furniture Delivery

  1. Navigate to Menu > Housing Complexes.
  2. Select HOUSING COMPLEX UNITS to show a list of the Housing Complex Units.
  3. Click the name of the Housing Complex Unit to add the Furniture Delivery to.
  4. Open the tab for Housing Complex Furniture Deliveries.
  5. Click Add Housing Complex Furniture Delivery.
  6. In the Name field, enter the name of the delivery company.
  7. Complete all the necessary fields.
  8. Click Save.

You cannot create a utility account or furniture delivery without a housing complex unit.

Edit a Housing Complex or Unit

  1. Navigate to Menu > Housing Complexes.
  2. Click on the name of the Housing Complex to edit. If editing a Unit change to the Housing Complex Units view.
  3. Select the Edit tab.
  4. Edit the information as necessary.
  5. Click Save.

Edit a Housing Complex Utility Account or Furniture Delivery

  1. Navigate to Menu > Housing Complexes.
  2. Select HOUSING COMPLEX UNITS to show a list of the Housing Complex Units.
  3. Click the name of the Housing Complex Unit to edit.
  4. Select the tab for Housing Complex Utility Account or Furniture Delivery.
  5. Edit the information as necessary.
  6. Click Save.

Delete a Housing Complex Utility Account or Furniture Delivery

  1. Navigate to Menu > Housing Complexes.
  2. Select HOUSING COMPLEX UNITS to show a list of the Housing Complex Units.
  3. Select the tab for Housing Complex Utility Account or Furniture Delivery.
  4. Click the Delete icon to the left of the Housing Complex Utility Account or Furniture Delivery.
  5. Click Save.

Place a Candidate in a Housing Complex/Unit

You can indicate in which complex/unit the candidate will be housed. You must create the complex and unit prior to linking it to the candidate.

  1. Open the Placement navigate to the Housing tab.
  2. Click Add Housing.
  3. In the Address/Unit Number field type the name of the Housing Unit and select it from the list.
  4. Enter the Move In and Move Out dates.
  5. Complete the necessary fields.
  6. Click Save.

Modify a Unit in a Placement

  1. Open the Placement navigate to the Housing tab.
  2. Click the Housing ID number.
  3. Navigate to the Edit tab.
  4. Edit the information as necessary.
  5. Click Save.

Delete a Unit from a Placement

  1. Open the Placement navigate to the Housing tab.
  2. Click the Housing ID number.
  3. Navigate to the Edit Tab.
  4. Click Delete.