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

To move-in 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 "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

B- Unit verification field

  • If choosing "Un-assign and select new unit" a pop will appear confirming your decision. Then the assignment wizard will run (See The Assignment Process)

C- Fixed Rent Yes/No

D- Proceed to next step

 

 

 

 

4: Set the move-in date for household:

 

A- Unit Preview

B- Set Move-in date

C- Pro-Rate Rent? Yes/No (For for on Pro-Rating rent, see Pro-Rating Rent)

D- Proceed to next step

 

 

 

 

 

 

 

 

5: Review of Deposits

 

A- Unit Review

B- Rent Deposit review (If there are deposits needed a $ amount will show in place of the text)

C- Proceed to Next Step

 

 

 

 

 

 

 

 

 

6: Waiting List Review

 

A- Unit Review

B- Rent Amount

C- Waiting List the household will be removed from

D- Proceed to Next Step

 

 

 

 

 

 

 

7: Final Review

 

A- Unit Information Review

B- Housing program

C- Move-in date

D- Pro-rated rent review

E- Financial Review

F- Waiting list household will be removed from

G- Finalize

Household is now moved in.

 

 

 

 

 

 

 

 

 

 

 

 

 

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