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Step-By-Step Guide to Assigning a Household

An assignment action removes the specified unit from the vacant units list, and disallows other households from being assigned, or moving into the unit. This action will also create accounts for the household based upon the program and project setup associated with the assigned unit. A household action will be created upon completion in the Household History tab.

1. Click the Toolbox Tab on the left hand side of the page

2. This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Assign"

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3. The Assignment Wizard will then run

   . Search, or filter and select the unit the tenant will be assigned to.
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   A- Program select: Choose the housing program 

   B- Unit size select: Pick amount of bedrooms

   C- Location of unit

   D- Available Unit Select- Search for specific units or choose from filtered options below (Depending on your screen size, you may need to scroll down to see entire list of options)

   E- Projected Rent

   F- Proceed to next step

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   1. Search: Use the search box to enter a unit address and narrow down the list of vacant units.

   2. Filters: Clicking the "Show Filters" icon will open a menu of filters available to narrow the vacant unit list. These filter criteria include program, project, and bedrooms.

   3. Unit Selection: Click the bubble beside the the unit you wish to assign the household to.

   4. Projected Rent: Based upon rent calculations, this figure will approximate the monthly amount the household might be charged. This figure will not generate for units belonging to a Loan type program.

   5. Rent Details: Clicking this link will show a detailed view of the rent calculation. Example:Image Added

   6. Print Detail: Use this link to generate output pertaining to this households rent calculation. For instructions on how to generate this form of output, see Output from Assignment Wizard.
   7. Assign: Click this button to complete the assignment process.

4. Select a unit to assign the household to.

5. Optional: Print the Projected Rent Details.

6. Click the "Assign" button.

7. Review before finalizing. From here you can

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   also choose to cancel the assignment

   process

   action.

   
   

8. Click "Yes" and the tenants assignment status will be updated. An assignment household action will be added to this members "Household History" tab.

   
   

Video Demonstration: 

Step-By-Step Guide to Unassigning a Household

This action does not create a Household History item, nor does it remove the original assignment action for forensic purposes. Unassigning a household does, however, remove the assignment status from the household so that the unit can be assigned to another household and/or the specified household can be assign a different unit.