Page Comparison

*You cannot move a household into a unit until they have been assigned one*

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

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

   

3. The following Move-In Wizard will appear:

   

   A- Assigned Unit Overview: Includes unit address, program, project, and bedroom amount.

   B- Unit Verification:

   • • If selecting "This is not the correct unit. Un-assign and select a new unit." the household will be unassigned from the unit, and a new assignment wizard will run (See The Assignment/Unassignment Process)

   C- Next Button: Proceed to Move-In Date Step

   
   

4. Set the Move-In Date for Household:

   

   A- Move In Date Picker: Click calendar icon to open the date picker and select a date.

   B- Pro-Rate Rent?: Yes/No (Pro-rating rent will adjust the first month's rent charge to reflect how many days of that month the tenant lived in the home. For example, if a tenant whose rent is $200 moves into a home on the 16th of the month, pro-rating the rent will only charge this tenant for the remainder of the month. In this case, that would be $100. If No is selected, the tenant's rent will not be pro-rated based upon move in date and the tenant will be charged the full month's rent regardless of when he or she moves in to the home.)

   C- Previous Button: Back track to previous step.

   D- Next Button: Proceed to next step.

5. Rental vs. Loan Unit

   If the unit belongs to a rental program, the next step will Rent Details. At this step you can set a fixed rent rate, and/or view the rent calculation and print the TTP Worksheet.

   Fixed Rent - 
   

   1. Fixed Rent?: Yes/No. Select yes to set a fixed rent rate.

   2. Rent Amount/Reason: Fill in the monthly rent amount to be fixed, and the reason for the fixed rent rate.

   3. Previous Button: Return to the Move-In date step.

   4. Next Button: Proceed to the next step in the wizard.

   Rent Calc/TTP - 

   

   1. Fixed Rent?: Yes/No. Select No to allow the unit/project/program's TTP calculations take effect.

   2. TTP Worksheet: Shows the information and data used to calculate the rent amount for the household.

   3. General Information: Name of Loan (Auto-filled with the address of the loan home/unit.)
   4. Loan Terms: Fill in the loan amount, start date, loan term, interest rate, and post charge date. (For more information see Loans)
   5. Previous Button: Return to the Move In Date step
   6. Skip Button: Skip loan creation. This means that no loan will be created and it will have to be done separately from the Move In wizard by going to the households Tracking Tab

      Print TTP Worksheet: Clicking this opens a new window with a .pdf file of the rent calculation information that you may print. 

   Loan Unit - Loan Creation/Skip

   If the unit belongs to a loan program, the next step will be Loan Terms. At this step you can choose to create the loan and fill in the terms and information, or skip creation and move onto the next step.

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      Next Button: Proceed to the Waiting Lists step of the Move In wizard.
      
6. Waiting List

   Review

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   A - Waiting Lists: If the household is on any waiting lists, they will appear here. Click the check box if you wish to remove the household from the waiting list.
   B - Removal Reason: Enter the reason for removal in the given text box. 
   C - Previous Button: Return to the Rent Details/Loan Terms page.
   D - Next Button: Proceed to the next Review and Complete step of the Move In wizard.
   

   Review & Complete

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   A - Move In Information: Including household, un it information, move-in date, and loan terms/monthly rent amount.
   B - Additional comments: Enter any additional comments on this move-in.
   C - Previous Button: Return to the Waiting lists step.
   D - Finish Button: Click to confirm and complete the move in process.

Household is now moved in. If this household is moved into a program associated with a Program Loan, you may want to begin setup of their loan in the Loan Tracking center found within the Tracking tab.

Video Demonstration: 

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