Units

Owned by Haile Elizondo
Last updated: Apr 29, 2020 by Former user (Deleted)
4 min read

Units Directory

The units page encompasses a master list of all units, including the associated address, status, tenant name, program and project. This page includes filters in order for easier unit searches, these filters include PPU or Program/Project, and unit status (Assigned, Vacant, Occupied, Conveyed, Removed from Inventory)

Unit Overview

By clicking on the address link of a specific unit, you will be navigated to the specified unit's overview page. This page includes basic information about the unit, unit history, maintenance history, notes about the unit, and any images of the unit, as well as documents associated with the unit.

Unit History

The unit history tab offers a glimpse at this units previous household actions. Assignments, Move-ins, Conveyance, and Removals from unit inventory.

Maintenance History

This tab lists any current or previous work orders opened for the specified unit. Clicking the WO# link will navigate you to the specified work order. It is also possible to begin a new work order from this view by clicking the "New Work Order" button. You can also select the Inspections tab to view history on Inspections and open new Inspections right from the tab. 

    

Notes

The notes tabs keep as a history of all notes added for the specified unit. Filtering the lists of notes by category can be performed as well by clicking the "Choose Category" dropdown, and selecting a category. To add a new note click the "+" icon in the top right corner of the notes section. 


Step-by-Step Guide to Adding Unit Notes

  1. Navigate the overview page belonging to the unit you wish to add a note for.

  2. Click the "Notes" tab.

  3. Click the "+" icon in the top right.

  4. Select a note category.

  5. Enter the note you wish to convey for this unit.

     

  6. Click "OK". Success! A new note has been added for the unit.

Images

The Images tab allows you to add images pertaining to the unit, all images added to a work order will also show up on this tab. By checking the "Primary Image" you can set an image for the unit itself.

Step-by-Step Guide to Adding an Image

  1. Navigate the overview page belonging to the unit you wish to add a note for.

  2. Click the "Images" tab.

  3. Click the "Upload" button in the top right.

  4. Select an image from your computer.

  5. Click the "Primary Image" box to make the image the unit image

  6. Click the pencil icon to change the name of the image

 

Documents

The Documents tab allows you to add any type of document as well as search through existing documents.

Step-by-Step Guide to Adding a Document

  1. Navigate the overview page belonging to the unit you wish to add a note for.

  2. Click the "Documents" tab.

  3. Click the "Upload a Document" button in the top right.

  4. Select any type of document from your computer.

  5. To search through existing documents, start typing in the search field at the top of the screen

  6. Add a description by clicking on the "Add Description" text and entering in your description. 

For Information on Assignments, Move-ins, and/or Move-outs, see (The Assignment/Unassignment Process, The Move-In Process, The Move Out Process)