The Toolbox can act as a mini "Home Dashboard", meaning, once expanded it has most of the options to interact with an individual or household as the "Home Dashboard" would, without having to go through the search process. The Toolbox constitutes ease in managing a household.
To access the Toolbox you must be on a tenants household overview page. To the left hand side is the Toolbox symbol:
Once clicked it expands to show multiple tools.
Through this toolbar you can:
A. Close Toolbox
B. Access Transaction "actions" drop-down menu to (See Accounting):
- Post Payment
- Post Charge
- Post Adjustment
- Transfer Funds
C. Generate a Letter (See Correspondence)
D. Open a work order (See Units)
E. Access household "actions" drop-down menu to:
- Assign a Unit
- Unassign unit
- Move-In (SeeThe Move-In Process)
- Move-Out (See The Move Out Process)
- Annual Recertification & Interim Recertification (See Certification Actions)
- Convey
F. Delete Household.