To assign a household to a unit:
1: Click on the Toolbox Tab on the left hand side of the page
2: This will bring up a list of tools. Mouse-over the "Edit Household" symbol and a drop down menu with options will appear. Click "Assign"
3: The Assignment Wizard will then run. The first step is to filter and select the unit the tenant will be assigned to.
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
4: The second step in the assignment wizard reviews any required deposits that need to be paid, and offers the chance to change the dollar amounts for each.
A- Unit information review
B- Projected rent amount
C- List of required deposits and dollar amounts
D- Proceed to next step
5: Step three is to review the waiting lists the tenant is currently on. You can then choose to remove them from waiting lists, or leave them as is.
6: Last step to the assignment process is to review the information from the previous steps.
A- Unit information review
B- Deposits review
C- Waiting List removal review
D- Finalize
After clicking "Finish" the tenants assignment status will be updated.
